Upgrade or New Install

The Upgrade or New Install dialog box allows you to choose whether to install a new iProcess Engine or upgrade an existing one using the Custom installation option.

For information about a new installation, see Custom Installation - New Installation.
For information about upgrading an existing iProcess Engine, see Custom Installation - Upgrade Existing Installation.

The following table contains the details about the configuration options available in the Upgrade Or New Install dialog box.

Configuration Options in the Upgrade or New Install Dialog Box

Configuration Option

Description

Default Value

New Installation

Select the New Installation radio button to install a new iProcess Engine. You need to specify an iProcess node name for the new installation. You can either accept the default entry or enter a new name in the text field.

Note: If you want to install a master server, the node name must be 24 characters or less using letters or digits, which can be separated by an underscore character.

If you want to install a slave server, the node name must be exactly the same as the one used on the master server.

Selected

Upgrade Existing Installation

Select the Upgrading Existing Installation radio button to upgrade an existing iProcess Engine. You need to select the iProcess Engine that you want to upgrade in the list of node names.

When you select a node name in the list, the related information of the selected iProcess Engine is displayed in the Details area, such as, Version, Language, Client-Server RPC port number, and so on.

Note: If you cannot directly upgrade the selected iProcess Engine node name to this version, an error message is displayed in the Details area. Click the Cancel button to exit the installation.

For detailed information of iProcess Engine upgrade requirements, see Upgrade Requirements.

Unselected

Install Files

(Upgrade Files)

Custom Installation - New Installation

Check the Install Files or Upgrade Files check box to install iProcess Engine files.

Note: Generally, the administrator of your operating system has access to install files.

When performing a new installationCustom Installation - New Installation, if you want to install both iProcess Engine files and schema tables simultaneously, check both check boxes. If you want to install them separately, you must install schema tables first. After successfully installing the schema tables, restart the installer to install files. Note: If you check the Install Files check box first, you will be prompted to install schema tables before installing files in the following installation steps. When performing an upgrade, 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.

Checked

Custom Installation - Upgrade Existing Installation

Checked

Install Schema

(Upgrade Schema)

Custom Installation - New Installation

Check the Install Schema or Upgrade Schema check box to install iProcess Engine schema tables.
Note: Generally, the database administrator (DBA) has access to install schema tables. When performing an upgrade, you can choose whether to migrate memo data by clicking the following radio buttons: Not migrate, Migrate live cases, and Migrate all cases. You can migrate the memo data by using the memo migration utility after the upgrades. See TIBCO iProcess Engine Administrator’s Guide for more information about using the swutil MIGRATEMEMOS command to migrate memo data.

Checked

Custom Installation - Upgrade Existing Installation

N/A