InfoSphere Enterprise Records, Version 4.5.1.3+              

Backing up your FileNet Records Manager installation

Before you upgrade, backup the files for your current installation of the FileNet® Records Manager web application and the related tools. If you need to cancel the upgrade process, you can restore your previous installation of FileNet Records Manager by using the backup data.

When upgrading FileNet Records Manager, the IBM® InfoSphere™ Enterprise Records installation program removes the existing source and configuration files for the following components:
  • InfoSphere Enterprise Records Web application (administration client)
  • InfoSphere Enterprise Records API and Bulk Declaration Services (BDS) API
  • InfoSphere Enterprise Records Disposition Sweep tool
  • InfoSphere Enterprise Records Hold Sweep tool
  • InfoSphere Enterprise Records Transfer tool
  • File Plan Import/Export tool

To back up your FileNet Records Manager installation:

  1. Back up your existing file plan object stores and record object stores.
  2. Back up your deployed Application Engine or Workplace XT application.
  3. Back up your deployed FileNet Records Manager application.
  4. Back up the FileNet Records Manager installation folders and configuration file folders:
    Option Description
    FileNet Records Manager 3.7
    • RM_install_path/FileNet/RecordsManager
    • RM_install_path/FileNet/RecordsManagerSweep
    • RM_install_path/FileNet/FilePlanImportExportTool
    Important: During an upgrade, the actions.xml file is in the deployed location of the FileNet Records Manager web application. You need to back up this file manually and use this back up file to restore any custom modification to the actions.xml file.
    FileNet Records Manager 4.0
    • RM_install_path/FileNet/RM/RecordsManager
    • RM_install_path/FileNet/Config/RM
    • RM_install_path/FileNet/RM/RecordsManagerSweep
    • RM_install_path/FileNet/RM/FilePlanImportExportTool
    Important: During an upgrade, the actions.xml is in the RM_install_path/FileNet/Config/RM folder. This file is automatically backed up to an actions.old file. Use this file to restore any custom modifications to the actions.xml file.
    FileNet Records Manager 4.5
    • RM_install_path/FileNet/RM/RecordsManager
    • RM_install_path/FileNet/Config/RM
    • RM_install_path/FileNet/RM/RecordsManagerSweep
    • RM_install_path/FileNet/RM/FilePlanImportExportTool
    • RM_install_path/FileNet/RM/TransferTool
    Important: During an upgrade, the actions.xml is in the RM_install_path/FileNet/Config/RM folder. This file is automatically backed up to an actions.old file. Use this file to restore any custom modifications to the actions.xml file.


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Last updated: November 2010


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