Upgrading IBM Case Foundation

The full workflow processing capabilities of IBM Case Foundation are installed with the Content Platform Engine. Entitlement is determined by licensing. You can install IBM Case Foundation either interactively or silently.

Before you begin

Be sure that you have available the Installation and Upgrade Worksheet that was completed during your planning activities.

About this task

You can install the IBM Case Foundation components shown in the following table. Note that some of the components can be installed only on Windows.

Table 1. IBM Case Foundation components
Component Description
IBM Case Foundation Install this software on a Content Platform Engine to enable full workflow processing capabilities.
Tools Install the Tools component to install utilities for Case Analyzer. The Tools component includes database maintenance tools to compress the Case Analyzer store, configuration and management tools to configure Case Analyzer settings and to initialize and manage the Case Analyzer store, and upgrade tools to upgrade the Case Analyzer service.

Install the Tools component on the Content Platform Engine server after installing the Content Platform Engine. If the Content Platform Engine server and the Content Platform Engine Tools component are installed on different machines, install the IBM Case Foundation Tools component in the same location as the Content Platform Engine Tools component.

Follow these steps to ensure that your IBM Case Foundation Tools are properly installed:
  1. Run the Content Platform Engine installer, selecting only the Tools component.
  2. Run the IBM Case Foundation installer in the same location.
  3. Re-run the Content Platform Engine installer, selecting only the Tools component.
This process ensures that your IBM Case Foundation components include any updates from the most recent Content Platform Engine installation.

In an upgrade when IBM Case Foundation V5.3.0 is already installed, simply run the latest Content Platform Engine installer with only the Tools option selected.

Case Analyzer Components Choose from the Case Analyzer components to install workflow analysis and reporting capabilities. Excel and SSAS OLAP options only appear on Microsoft Windows platforms. For more information, see Case Analyzer installation and upgrade.
Tip: The files that are installed for the Tools component install in a directory that is in the Content Platform Engine installation path, cpe_install_path/tools/PE.