The following upgrade considerations have been compiled by OnBase subject matter experts. These upgrade considerations are general and applicable to most OnBase solutions and network environments and should be considered each time an upgrade is performed.
Carefully consider the impact of making any changes, including those listed below, prior to implementing them in a production environment.
For additional general information about upgrading OnBase, refer to the Upgrade Guidelines reference manual , and visit the Hyland Community at: https://www.hyland.com/community .
- Deprecation of Desktop
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As of OnBase 17, OnBase Desktop has been replaced with the Unity Client for use with SAP ArchiveLink. If you had previously used OnBase Desktop, after installing the Unity Client for use with SAP ArchiveLink you must configure the new client as an OLE application in SAP as described in Define an OLE Application in the Configuration chapter of the MRG.
- Back Up Your Database
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Before upgrading your SAP solution, back up your database.
- Back up Web.config File
- Before upgrading your SAP solution, back up the web.config
file. Make note of any customized settings, as well as settings that have been
modified from their defaut values. After you upgrade, all the settings in the
web.config file are changed to the default value.Note: It is important to use the version of the web.config file that comes with the upgraded version of your SAP solution. Previous versions are only to be used as a reference.
- Update Web.config File
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Run the install wizard to automatically update the web.config file with most of the required information for your updated solution. If using Workflow, you must also manually update the file to set the AddToWorkflow setting to true.
- Keep Versions Consistent
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If using the Business Indexing Connector for use with SAP ArchiveLink or the Unity Client for use with SAP ArchiveLink in conjunction with the Connector for use with SAP ArchiveLink, ensure that all products are updated to the same version of the software.
- Do Not Move the BIC .config File
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If using the Business Indexing Connector for use with SAP ArchiveLink, leave the BIC .config file in the ArchiveLink folder. This ensures that any existing BIC configurations remain available.