# Installation and Upgrade Guide

# Upgrading Documentum CS

This section provides the basic steps for upgrading Documentum CS. It includes the following topics:

- Upgrading the Documentum CS Software
- Upgrading from the Native Documentum Crawler to the Remote Content Crawler

Caution: | If Professional Consulting Services (PCS) has made specialized customizations to the Documentum CS, do not upgrade on your own. Your customizations might not be included in the new Documentum CS. Contact PCS to perform the upgrade

## Upgrading the Documentum CS Software

Complete the following steps to upgrade the Documentum CS software:

1. If you have customized the config.xml and dql.xml configuration files, copy these files to a temporary location outside of the installation target path so that they are not overwritten by the installer.
2. Uninstall the previous version of Documentum CS.
3. Install the latest version of Documentum CS as described in Installing AquaLogic Interaction Content Service - Documentum. However, do not follow the sections involving importing the migration package into the portal.
4. Restore the previous version of dql.xml to the newly installed config directory (overwrite the newly installed file).
5. Open the newly installed config.xml and the copy of config.xml that you backed up from the previous installation. Modify the new config.xml file to include customizations from the previous config.xml that you want to apply to the new installation.
6. Open each content source and re-submit the credentials.
7. If you plan to use the User Preferences Click-through Security Method (the default method), modify the User Preferences names so that they are all uppercase letters:

1. Open the Documentum Crawler Web Service and navigate to the Preferences screen. Change the preference names from Docbase, DocbaseUser, DocbasePassword, DocbaseDomain to DOCBASE, DOCBASEUSER, DOCBASEPASSWORD, DOCBASEDOMAIN.
2. Open the Documentum Credentials Web Service and navigate to the Preferences screen. Change the preference names from Docbase, DocbaseUser, DocbasePassword, DocbaseDomain to DOCBASE, DOCBASEUSER, DOCBASEPASSWORD, DOCBASEDOMAIN.

## Upgrading from the Native Documentum Crawler to the Remote Content Crawler

In order to preserve the current state of your portal, contact Professional Consulting Services (PCS) to perform the upgrade.

To upgrade from the Native Documentum Crawler to the remote content crawler, you must delete and re-crawl the legacy documents.