Completing the IBM Automation Document Processing upgrade

After the operator upgrades your document processing components, you need to do some additional configurations to complete the upgrade process.

Procedure

To complete the upgrade for Document Processing

  1. Upgrade your applications that are based on previous versions of the Batch Document Processing Template and Document Processing Template. For more information, see Upgrading document processing applications.
  2. Update your existing projects.
    If you want to work with a document processing project that you created in the previous version, you must open the project in the updated document processing designer, retrain your classification model, reanalyze all training files individually and verify the annotations, and make the training files ready for training before you retrain the extraction model. After these steps, you can create a new version of the project.
  3. Redeploy projects that were deployed before the upgrade.
    For Project Admins-<projectName> to be able to deploy projects, a member of the Doc Processing Manager or Doc Processing Analyst team must first redeploy that project.

    The Doc Processing Project Admins team must be added as a team member of the BTS Creators team to give the Project Admins-<project> team the ability to deploy.

  4. Optional: If the shared_configuration.sc_egress_configuration.sc_restricted_internet_access parameter value is already set to false in your custom resource and if you want to enable restricted internet access after you complete the upgrade to 24.0.1, then you can set the shared_configuration.sc_egress_configuration.sc_restricted_internet_access parameter value to true. If you set the value to true, then you need to create a custom network policy. For more information, see Configuring cluster security.
  5. For 24.0.1-IF004 Add the shortname of your existing user or users to the following teams in Business Teams Service.
    • Doc Processing Managers
    • Doc Processing Service Accounts
    • Project Admins-<projectName>
    • Project Deployers-<projectName>
    • Business Owners-<projectName>
    • Classification Workers-<projectName>

    The shortname of your users can be found from the Distinguished Names (DN) of your existing users. For example, if the DN is CN=sampleOwnerUser, DC=sampleDC, DC=com, the shortname is sampleOwnerUser.

    To access Business Teams Service, go to http://<cpd_host>/teamserver/ui to access the UI, where the cpd-host is the cpd route.

    To obtain the cpd route, run the following command:

    oc get route cpd
  6. From 24.0.1-IF005 Update your Business Teams Service teams and add all the existing users (ADP Admin user and all other users).
    1. Using the ADP Admin user, login to the Business Teams Service UI (http://<cpd_host>/teamserver/ui).
    2. Select a team, and with the "Search" option add your users by using the SCIM ID.

      The SCIM mapping depends on the LDAP type. For MSAD, it is "sAMAccountName" and for SDS/TDS it is "ibm-entryuuid".

    3. Allow the Content operator to reconcile with the changes and then validate the users with the validate function in BTS.
    4. Check the Content operator logs to make sure that there are no errors before you start to use ADP.