IBM Enterprise Records, Version 5.1.+              

Backing up your previous installation

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

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

To back up your 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 records management application.
  4. Back up the installation folders and configuration file folders:
    Option Description
    FileNet Records Manager 4.0
    • ier_install_path/FileNet/RM/RecordsManager
    • ier_install_path/FileNet/Config/RM
    • ier_install_path/FileNet/RM/RecordsManagerSweep
    • ier_install_path/FileNet/RM/FilePlanImportExportTool
    • ier_install_path/FileNet/RM/RecordsManager/WEB-INF/resources
    Important: During an upgrade, the actions.xml is in the ier_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
    • ier_install_path/FileNet/RM/RecordsManager
    • ier_install_path/FileNet/Config/RM
    • ier_install_path/FileNet/RM/RecordsManagerSweep
    • ier_install_path/FileNet/RM/FilePlanImportExportTool
    • ier_install_path/FileNet/RM/TransferTool
    Important: During an upgrade, the actions.xml is in the ier_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.
    IBM InfoSphere Enterprise Records 4.5.1
    • ier_install_path/FileNet/RM/RecordsManager
    • ier_install_path/FileNet/Config/RM
    • ier_install_path/FileNet/RM/RecordsManagerSweep
    • ier_install_path/FileNet/RM/FilePlanImportExportTool
    • ier_install_path/FileNet/RM/TransferTool
    Important: During an upgrade, the actions.xml is in the ier_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: August 2011


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