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Kofax

Kapow / Kofax RPA Upgrade Procedure

Summary

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Upgrading your Kapow / Kofax RPA environment includes upgrading ALL the components used:

  • Management Console,
  • RoboServer(s),
  • Design Studio(s),
  • Desktop Automation Service(s) (DAS)
  • Document Transformation Service(s) (DTS)
  • any Java or .net applications that are working with robots.

Kofax recommends to first install the new version in a test environment to make sure all the robots run correctly before installing the new version in production.

Note: It is possible to run two different versions of Kapow /Kofax RPA on the same machine, at the same time, as long as they are using different ports.
Therefore, the new version can be tested on the same machine as the current version such that production is not affected.
When testing is completed and you are ready to start using the new version you can shutdown the old version, change the ports for the new version and start it. This way, the users will be able to use the same old ports to access the new version of Kapow / Kofax RPA (please consult the Admin Guide for instructions on how to change RoboServer/Management Console ports).

Additional Note for DAS: Keep in mind that the Desktop Automation Service is added to the Windows startup list. Therefore, if you have multiple versions of DAS and want to start one or the other, disable the older version in Windows startup (so that it won't start when the machine is rebooted).

IMPORTANT: When running two version of Kapow /KofaxRPA on the same machine at the same time, please take into consideration the resources available on the machine and the amount allocated to Kapow /Kofax RPA (Management Console and/or RoboServer(s)).

Upgrading Management Console (embedded mode) and RoboServers

Before proceeding with the upgrade, download the new software.

Starting with v10.3 the license keys can be used in the next major versions, when upgrading.

For versions before 10.3 the existing keys were sufficient when upgrading to the same major version (e.g. 10.2.0.1 to 10.2.0.4).

  1. From the current Management Console --> Backup tab, create a backup of the current management console.
    File will be in the Users download folder (unless your web browser is prompting you for a location to save the file).
  2. Move the backup to the desktop for easy access.
  3. Close the Management Console browser window.
  4. Stop and disable Roboserver(s) service(s) if created.
  5. Stop and disable Management Console service if created.
  6. Install the new software. Follow the instructions from the Installation Guide.
    For version 9.4 and later the instructions are in Knowledgebase Article #12530 - Kapow Product Documentation (Master).
  7. Install the new Management Console and RoboServer services, if needed. Follow the instructions from the Instructions and examples for installing RoboServer Services article.
  8. Start the RoboServer(s) (service).
  9. Start the Management Console (service).
  10. Bring up the Management Console Web interface in a browser. It should be empty. Enter the license information.
  11. Restore the Management Console backup from the file created in step 1-2.

IMPORTANT Notes:

  1. If you are Upgrading from a pre-9.2 version to a post-9.2 version, please read Knowledgebase article #13334 - Troubleshooting "Restore failed. The backup is too old" when restoring a Management Console backup.

  2. IMPORTANT: The full Management Console backup will backup ALL settings from the Management Console; besides the robots, types and settings it will backup: Cluster setup, RoboServer(s) name(s), Database mappings, Schedules and everything in the Admin-->Settings. Therefore, all this data will be restored in the new Management Console.
    After the restore, the following settings should be checked and changed if needed (please note that in version 10, the "Clusters" tab under "Admin" has been renamed to "RoboServers"):

    • Admin --> Clusters: make sure the cluster name, KCU/CRE allocation are correct and the RoboServers are pointing to the correct servers (and ports).

    • Admin --> Clusters --> Cluster settings: make sure the database mappings are correct (e.g. if this is a test Management Console, it might need to point to test databases, not the production databases).

    • Repository --> Databases: if upgrading to a post-9.6 version, make sure you create the databases connections (for your database mappings already present in Admin -> Clusters -> Cluster Settings.

    • Admin --> Settings --> RoboServer Log Database: make sure this is the correct database that this Management Console should be pointing to.
      Note1: If you are upgrading from a pre-9.5 version to version 9.5 or later and plan to use the same database for logs, please make sure you edit the Robot Run table structure. Please see Knowledge base article #12890 - Troubleshooting the "Could not load robot runs. Invalid column name 'BYTES'" message.


      Note1: If you are upgrading from a pre-10.3 version to version 10.3 or later and plan to use the same database for logs, please make sure you use a new database for logs. Please see Knowledge base article #307750: Schedule could not start - invalid object name 'SEQ GEN SEQUENCE

    • Admin --> Settings --> Analytics Database: if Analytics was set up with the previous Management Console, make sure this is still the correct database to point to.

    • Schedules: confirm which schedules should be Active (e.g. if this is a test Management Console, you might want to run all schedules manually until all robots are tested).

  1. Test the environment by running a robot from the repository and a schedule. If problems are encountered open a case via the portal with Technical Support.

Note: Starting in v10.4 it's possible to create a hybrid cluster that can contain multiple versions of RoboServers. This can be used for testing, during the migration.

See the Admin and User Guides for more information.

Upgrading Management Console (deployed into Tomcat)

When Management Console is deployed into Tomcat, it has to be upgraded following the same steps as above and then the new Management Console has to be deployed into Tomcat using the instructions from the documentation (Administrator Guide).

IMPORTANT: For the new Management Console, do NOT use the platform database from the previous version (the table structure in the new version might be different).

Upgrading Design Studio(s), DAS or DTS

Since most of the settings are no longer stored in Design Studio / DAS / DTS, upgrading it is actually a new installation of the new version.

Once the new version is installed, start Design Studio / DAS / DTS and point it to the new Management Console to register (and, for Design Studio, to acquire a license).

Upgrading the applications that work with robots

All Kapow versions contain the libraries that are needed to develop applications that work with robots: .jar files for Java and .dll for .NET.
When Upgrading your Kapow environment, if you have any applications that work with robots, you should also upgrade your applications such that they use the new libraries from the new version.

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