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TIBCO iProcess® Engine 11.9.1

# Custom Installation - Upgrade Existing Installation

For TIBCO iProcess Engine Custom Installation, complete the following steps:

| 1. | Select the Custom radio button in the Setup Type dialog box, then click the Next button. The Upgrade or New Install dialog box appears, as shown in Upgrade or New Install Dialog Box - Upgrade Existing Installation. Figure 68: Upgrade or New Install Dialog Box - Upgrade Existing Installation

| 2. | Select the Upgrade Existing Installation radio button, then select the iProcess node name you want to upgrade in the Upgrade or New Install dialog box.

| — | iProcess Files-install Owner can upgrade files.

| — | iProcess Schema-install Owner can upgrade schema tables.

You can either upgrade iProcess Engine files and schema tables simultaneously, or upgrade them separately. If there are no schema changes between the current version and the upgrade, the Upgrade Schema check box is unchecked and disabled. If you need to upgrade schema tables, you must upgrade iProcess Engine files also. For detailed information about configuration options in this dialog box, see Upgrade or New Install.

To upgrade iProcess Engine schema tables separately, follow steps 3, 6, 7,11, 12 and 13Click the Finish button to exit the installation program.

To upgrade iProcess Engine files separately, follow steps 3, 4, 5, 9, 10, 11, 12 and 13Click the Finish button to exit the installation program.

Note | Since iProcess Engine 11.5, all the new case memo data is stored in the `nmemo` table and `pack_nmemo` table. You can choose to migrate old case memo data when upgrading to iProcess Engine 11.9 by selecting the Live cases or All cases check box. The migration for the case memo data might take a long time depending on the volume of the memos in the `pack_memo` and `memo` tables. You can also migrate the memo data by using the `swutil` `MIGRATEMEMOS` command after the upgrades.

| 3. | Click the Next Button. The Question dialog box appears, as shown in Question Dialog Box. Figure 69: Question Dialog Box

It indicates that the installer needs to delete the contents of the `SWDIR``\tsys` and `SWDIR``\sysinfo` folders before continuing. It also reminds you that you must have removed any user-defined constraints, indexes, or statistics that you have added to iProcess Engine schema tables before continuing with the upgrade. For more information, see Recreating All User-defined Constraints (Or Triggers), Indexes and Statistics on the iProcess Engine Schema Tables.

| 4. | (For Upgrade Files Only) Click the Yes button to continue with the upgrade. The Configuration dialog box appears, as shown in Configuration Dialog - Upgrade. For detailed information about configuration options in this dialog box, see Configuration Figure 70: Configuration Dialog - Upgrade

| 5. | (For Upgrade Files Only) Click the Next button. The Group & User Configuration dialog box appears, as shown in Group & User Configuration Dialog - Upgrade. Configure information in the Group & User Configuration dialog box. For detailed information about configuration options in this dialog box, see Group & User Configuration. Figure 71: Group & User Configuration Dialog - Upgrade

| 6. | (For Upgrade Schema Only) Click the Next button.

If you are using an Oracle database with iProcess Engine, skip this step.

If you are using a SQL Server database with iProcess Engine, the SQL/ODBC Details dialog appears.If you select Choose an existing ODBC data source, the system will display a list of 32-bit odbc datasources for a 32-bit to a 64-bit software upgrade. Likewise, for a 64-bit to another 64-bit upgrade, a list of 64-bit odbc datasources will be displayed. For detailed information about configuration options in this dialog box, see SQL/ODBC Details. Click the Next button.

| 7. | (For Upgrade Schema Only) Configure the database that iProcess Engine will connect to in the Database Details dialog box. For detailed information about configuration options in this dialog, see Database Details.

If you are using an Oracle database with iProcess Engine, the configuration options are listed in Configuration Options in the Database Details Dialog box - Oracle.

If you are using a SQL Server database with iProcess Engine, the configuration options are listed in Configuration Options in the Database Details Dialog Box- SQL Server.

(For Upgrade Files Only) The Database Details dialog box is non-editable. You can only view the database configuration details.

| 8. | (For Upgrade Files Only) Click the Next button. The "Choose Oracle 64-bit installed location" dialog box appears.

| 9. | (For Upgrade Files Only) Click the Next button. The Select Components to Configure dialog box appears. Select the components that you want to configure during the upgrade in this dialog box, as shown in Select Components to Configure Dialog Box. For detailed information about configuration options in this dialog box, see Select Components To Configure. Figure 72: Select Components to Configure Dialog Box

| 10. | (For Upgrade Files Only) Click the Next button. The Start Copying Files dialog box appears. Review the current settings in this dialog box.

| 11. | Click the Next button to proceed with the installation.

If you checked the Configure iProcess Objects Server check box in Select Components to Configure Dialog Box, The TIBCO iProcess Objects - Server Configuration Utility dialog box appears, as shown in TIBCO iProcess Objects - Server Configuration Utility Dialog Box.

Figure 73: TIBCO iProcess Objects - Server Configuration Utility Dialog Box

| — | Set your desired configuration parameters for iProcess Objects Server. See TIBCO iProcess Objects Programmer’s Guid e or TIBCO iProcess Objects Server Administrator’s Guide for more information about the available parameters.

| — | If you are installing to a Microsoft Windows Cluster, you must specify that iProcess Objects Server uses a static port (using the TCP tab).

| 12. | Complete the installation. After completing the installation, the Setup Complete dialog box appears, as shown in Setup Complete Dialog Box. You can choose to restart your computer right now or later. Figure 74: Setup Complete Dialog Box

| 13. | Click the Finish button to exit the installation program.

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