Installing PlanetPress Connect Workflow

Upgrading

Upgrading from PlanetPress Suite

For details on upgrading from PlanetPress Suite, please see Upgrading from PlanetPress Suite in OL Connect's Online Help.

Upgrading from Workflow versions predating 2019.1

In order to update Workflow to 2019.2 or higher from Workflow versions prior to 2019.1 it is first necessary to update the Connect License.

For details on how to upgrade the Connect License see Users of Connect prior to 2019.1 in Connect's Online Help.

Before you upgrade

Before embarking on an upgrade, follow these recommendations:

  • Always backup before upgrading.

    It is recommended that you always backup your existing Workflow files and preferences before upgrading to a new version. This will enable you to revert back to the previous version, in a worst case scenario in which the new version introduces issues with your existing production processes. Whilst the probability of such a worst case scenario is remote, it cannot hurt to take some simple precautions, just in case.

    For instructions on how to do so, please see Backup existing Workflow version.

  • Prior to updating your production environment, all updates to OL Connect/Workflow should be performed in a development & test environment. This is both to test the upgrade process and to test that your solution is still working as expected. Having a development & test environment minimizes the risk of failure and business impact.

  • Planning the upgrade:

    • Perform the upgrade of your production server during off-peak hours when it least impacts business.

    • Prepare a rollback plan appropriate to your organization, which includes provisions for reverting in the case of catastrophic errors. This can be as simple as reverting to a snapshot or may be more involved on physical hardware.

    • Anticipate at least 1 hour of downtime to provide enough time for the installation and any rollback plan.

  • Consult the System and Hardware Considerations before the upgrade to ensure that your environment is supported. If not, upgrading is not recommended.

  • The Release Notes provide information regarding enhancements in that release version (known issues, bug fixes, enhancements, new features, etc.)

  • When possible, disable your antivirus and anti-malware software during the upgrade process. If it is not allowed by the security policies, please consider configuring the proper exceptions:

Using the PlanetPress Connect Workflow installer

Starting the installer

The PlanetPress Connect Workflow installer will be supplied as a single executable file.

Navigate to the PlanetPress_Workflow_2023.1.0.nnnn_bnnn.exe and double-click on it. After a short pause the Setup Wizard will appear as a guide through the installation steps.

Note: Workflow requires prior installation of Microsoft .NET Framework 4.5. For a full list of other prerequisites, see Installation Prerequisites in Connect's Online Help.

Running the installation with extra logging

The installer can be run with enhanced logging options, if needed.

To do so, run the Setup executable from the command line with one of the following command line options:

  • PlanetPress_Workflow_2023.1.0.nnnn_bnnn.exe –verbose
    This adds extra debugging style logging to the installation process.
  • PlanetPress_Workflow_2023.1.0.nnnn_bnnn.exe --trace
    This adds full trace style logging to the installation process. The log file this produces will be very large, as this option logs everything.

Selecting the required components

After the installer Wizard initializes, the first step is to choose a language for the installation.

If there are any missing prerequisites, the program will indicate that it must install them prior to continuing. It may also ask you to reboot your server after installing those missing prerequisites.

After clicking Next the End User License Agreement will be displayed, which needs to be read and accepted before clicking Next.

Then comes the Component Selection page, where the different components of Workflow can be selected for installation. Currently, the following are available:

  • PlanetPress Connect Workflow: This is the main Workflow program.
  • PlanetPress Connect Imaging: Imaging is an optional add-on and purchased separately from Connect. It is broken up into different components:
    • PlanetPress Connect Image: This is the main component required to use Imaging.
    • PlanetPress Connect Fax: Required for sending faxes through Workflow.
  • PlanetPressConnect Search: This component is used in conjunction with Image. It’s an archiving/indexing system for PDF documents created with the Image plugin(s).
  • PlanetPressConnect Printer: This will install our print driver on the system and create a Windows printer using that driver. This is not an optional component.
  • LaserFiche Plug-In: Required if you plan to upload documents to LaserFiche through Workflow.
  • PlanetPress Suite ICR Library: Required for users upgrading from PlanetPress Suite who use PlanetPress Capture.

Note for users upgrading from a previous version of Connect: If you did not install the “LaserFiche Plug-In” or “PlanetPress Suite ICR Library” in your last installation, then it will not present you with an option to install them. You would have to uninstall first, and then run the installer to get access to these.

Click Next to move to the Destination Folder page, which will ask you to define the installation folder. It will also calculate and display how much disk space is required for installing the selected components as well as how much space is available.

Click Next to move to the Ready to install page, which ask you if you wish to Create desktop shortcuts.  If you would like to have these shortcuts installed to the desktop, then select this option.

Click Next to start the installation itself. This process will take at least several minutes.

Completing the installation

After a successful installation, the Check for Update option is displayed and selected by default. It causes the Product Update Manager to run after the installation is finished. This allows configuring PlanetPress Connect to regularly check for entitled updates.
This option may not be available in the event that an issue was encountered during the installation.

Click the Show Log... button if an issue was encountered during the installation, to obtain details. This information can then be provided to Upland Objectif Lune for troubleshooting.

When ready, click the Finish button to close the installation wizard, and initialize the Product Update Manager, if it was selected.

The Product Update Manager

If the Check for Update option has been selected, a message will be displayed after clicking Finish in the setup. The message details the information that needs to be sent back to Objectif Lune Inc. in order to determine whether the software needs updating.

Click Yes to install or open the Product Update Manager where the frequency with which the updates can be checked and a proxy server (if required) can be specified.

If the Product Update Manager was already installed by another Objectif Lune Inc. application, it will be updated to the latest version and will retain the settings previously specified.

Select the desired options and then click OK to query the server and obtain a list of any updates that are available for your software.

The Product Update Manager can also be called from the Objectif Lune Update Client option in the Start menu.

It can be uninstalled via Control Panel > Programs > Programs and Features.

Product activation

After installation, it is necessary to activate the software. See Activating your license in Connect's Online Help for more information.

Note: Before activating the software, please wait 5 minutes for the database to initialize. If the software is activated and the services are rebooted too quickly, the database can become corrupted and require a re-installation.