Upgrading IBM Automation Document Processing
If you installed a previous version of IBM Automation Document Processing, you can now move to a newer version.
About this task
When you upgrade Automation Document Processing, you must also upgrade the IBM FileNet® Content Manager components that you use with document processing.
Plan your upgrade to accommodate all of the related components. The following diagrams highlight
the components that are always installed when you install a document_processing
pattern, along with the optional components. Your upgrade steps might be different depending on
whether you are upgrading an authoring environment or a runtime environment.

- Business Automation Navigator: navigator_configuration
- FileNet Content Manager: ecm_configuration
- Document Processing: document_processing
- Application Engine: application_engine_configuration
- Business Automation Insights: bai_configuration
- Resource Registry: resource_registry_configuration
- Business Automation Studio: bastudio_configuration

- Business Automation Navigator: navigator_configuration
- FileNet Content Manager: ecm_configuration
- Document Processing: document_processing
- Application Engine: application_engine_configuration
- Resource Registry: resource_registry_configuration
After you complete the upgrade, you must update any deployed document processing applications to the latest version and re-import them in Business Automation Navigator.
If you are upgrading from 22.0.2, complete the following steps. Upgraded projects are not supported in 21.0.3.
- After an upgrade from the previous version, make sure to retrain your extraction model for your existing projects, and then redeploy the projects to the runtime environment.
- To avoid any loss of project data when upgrading, you must force your latest changes to be saved to the remote Git server by sharing the project. Before you start the upgrade process, open each Document Processing project and from the Designer main page, click Share.
What to do next
Upgrading your Automation Document Processing databases
- Get the latest Db2 scripts for the new version from the updated
/ACA/configuration-ha directory in your copy of the
cert-kubernetes repository. The Db2 scripts are located in the
DB2 subdirectory.
For more information about downloading cert-kubernetes, see Preparing a client to connect to the cluster.
- Update the base Db2 database.
- For AIX or Linux, run
UpgradeBaseDB.sh
. - For Microsoft Windows, run
UpgradeBaseDB.bat
.
- For AIX or Linux, run
- Upgrade the project Db2 databases.Important:
Limitation for upgrades from 21.0.3.x:
You cannot upgrade the 21.0.3 project databases to 24.0.0 or create a new IBM Automation Document Processing project in 24.0.0 by using the 21.0.3 project databases. After you upgrade from 21.0.3 to 24.0.0, project administrators must create new project databases and new projects. To add new 24.0.0 project databases, see Preparing the Db2 databases. You can skip the steps to create a new base database since the upgraded base Db2 database can be used.
From 24.0.0-IF001 For 22.0.2- For AIX or Linux, run
UpgradeTenantDB.sh
for each of your project databases. - For Microsoft Windows, run
UpgradeTenantDB.bat
for each of your project databases.
- For AIX or Linux, run
Continue to configure the other capabilities that are in your CR file, and make sure that you complete the last step Validating the YAML in your custom resource file before you apply the CR to the operator.
Apply the modified CR file as described in Applying the updated custom resource.