Additional Resources

Mitigating Risk in OnBase Upgrades

Platform: OnBase
Product: Mitigating Risk in OnBase Upgrades
Release: Foundation 22.1
License: Standard; Essential; Premier

Documentation Notice
Overview
Overview
Intended Audience
Part 1 - Introduction to Incremental Parallel Upgrades
Part 1 - Introduction to Incremental Parallel Upgrades
Risks of Synchronous Upgrades
The Incremental Parallel Upgrade Process
Example IPUP Enterprise Upgrade Strategy
A Highly Customizable Upgrade Process
Basic IPUP Example: Upgrading from Version 16 to Foundation EP1
Step 1: Upgrade the Database to Foundation EP1
Step 2: Install the Foundation EP1 Version of DIP
Step 3: Install the Foundation EP1 Web and App Servers
Step 4: Remove Version 16 Software
Planning an IPUP
Manage Risk
Manage Workloads
Freeze Configuration
Plan, Practice, and Test
Complete the Incremental Parallel Upgrade
Best Practices for Parallel and Synchronous Upgrades
General Recommendations
Backup Processes
Changing Hardware During a Software Upgrade
Account for All Licensed Products
Document the Solution
Citrix and Terminal Server
Virtualized Infrastructure
Planning for a Rollback
Clean Up
Database Re-Upgrade
Test Environments and Testing
Differences in Test and Production
Additional Considerations
Part 2 - Practical Guidelines and Special Considerations
Part 2 - Practical Guidelines and Special Considerations
Upgrading Servers in an IPUP
Upgrading Processing Servers
Upgrading the Web Server (Single Tier)
Upgrading the Web Server (Multiple Tiers)
Upgrading Clients in an IPUP
Upgrading the OnBase Client
Basic Example of an OnBase Client IPUP Path
Upgrading the Web Server or Unity Client
Basic Example of a Web or Unity IPUP Path
Upgrading Architectural Components
OnBase Database
OnBase Disk Groups
Encrypted Disk Groups
Distributed Disk Services
Storage Integration for EMC Centera
Storage Integration for IBM Tivoli
Application and Web Servers
Custom Scripting and Unity API Scripts
C++ Core
Page Handler Service
Upgrading Client Components
OnBase Clients
Configuration Module
OnBase Studio
Web Client ActiveX Controls
Runtime Files
Application Enabler
Disconnected Scanning and Front Office Scanning
Upgrading APIs and Integrations
Unity and Hyland.Services
VB Scripts, DMCoreX API, and DMWebSvcMgr
Application Client Connector
Enterprise Integration Server
Event Relay Server
HL7 Messages
Integration for RightFax
Integration for CourtView
Integration for Accela Automation
SAP Integrations
Upgrading Workflow
Upgrading Other Modules
Application Enabler
Bar Code Generator
Digital Signatures
Disconnected Scanning and Front Office Scanning
Document Composition
EDM Services
Encrypted Alpha Keywords
Encrypted Disk Groups
Integration for Autonomy IDOL
Integration for Verity Full-Text Indexing
Records Management
Report Services
Unity Forms
WorkView | Case Manager
Part 3 - Considerations for Versions Previous to 15
Part 3 - Considerations for Versions Previous to 15
AES 256 Encrypted Disk Groups
Case-sensitive Passwords
E-Forms
VB Scripts, DMCoreX API, and DMWebSvcMgr
Part 4 - Considerations for Versions Previous to 16
Part 4 - Considerations for Versions Previous to 16
Technical Considerations
Application Enabler OCR using the Data Capture Server
Code Signing
Hyland Server Components Installer
Formatted Notifications
Legacy Password Encryption and Case-sensitive Password Compatibility
Re-upgrading the Database
Unity Reporting Dashboards
Part 5 - Considerations for Versions Previous to 17
Part 5 - Considerations for Versions Previous to 17
User Group-Associated Licensing
Deprecated Named-user Licenses
Part 6 - Considerations for Versions Previous to 18
Part 6 - Considerations for Versions Previous to 18
Authentication
Database Connections
Batch Processing
Web Application Management Console
Workflow Timer Service
WorkView | Case Manager
Part 7 - Considerations for Versions Previous to Foundation EP1
Part 7 - Considerations for Versions Previous to Foundation EP1
Hyland Identity Provider
Form Packet Manager
Mobile Applications Broker Server
Additional Mobile Applications
Unity Forms
WorkView | Case Manager
WorkView Mobile Apps
Additional Resources
Hyland Community

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