Upgrade Process Intelligence

If you have installed a previous version of Process Intelligence, you can upgrade to a later version and your databases and previous settings will be maintained.

The prerequisites depend on the Red Hat Enterprise Linux version you use, as follows:

  • RHEL7 – Upgrade from Process Intelligence 1.0 is only possible when using Red Hat Enterprise Linux 7.
  • RHEL8 – Under Red Hat Enterprise Linux 8 the earliest version for upgrade is Process Intelligence 1.1, as previous versions do not support this operating system.
  • Clean installation on a separate server – If an upgrade is not possible, or you need to do a fresh installation on a new server, you can still connect a remote database used in the previous Process Intelligence version by connecting to it during the installation process.

The following steps are recommended before the upgrade:

  • If you are using a local database, back up your local files by copying the whole installation folder (/opt/timeline) to a separate location. You can delete the copied folder after you have made sure that the upgrade was successful.

  • If you are using a remote database, back up the remote database. For more information, see https://www.postgresql.org/docs/12/backup.html.

  • Keep the installer of your currently installed version in case it needs to be restored. For more information, see Restore a previously installed version.

To update your Process Intelligence installation to the latest version:

  1. If you are using a local database, back it up along with the Storage folder in the installation directory. For more details, see Back up and restore the PostgreSQL databases.
  2. Run the Process Intelligence installation as described in Install Process Intelligence and follow the instructions in the installation wizard.
  3. When prompted to Import existing Timeline installation, select opt/Timeline or custom path depending on where the application is already installed.

  4. Select the PostgreSQL location when prompted Do you want ABBYY Timeline to use a local PostgreSQL instance or connect to a remote database?

    • When upgrading from any supported version of Process Intelligence, database settings from any location are maintained.

    • If you are carrying out a clean installation of a new version of Process Intelligence but want to use a remote database that was installed and configured with one of the previous versions, specify the parameters for connecting to this remote database when prompted during installation. For this scenario, only the databases created in PostgreSQL 12 are supported. If you choose the local instance option, a new database will be created.

  5. If you plan to configure HTTPS with SSL (recommended), specify the HTTPS port when prompted.

  6. If you plan to use an existing database, specify the existing values for connecting to it when prompted during installation.

    If using a remote database, make sure that the correct values are entered. Incorrect user credentials will cause a new database creation.

  7. Complete the Process Intelligence installation.

  8. Perform an installation health check.

Rebuild existing Task Mining projects

After the upgrade process is complete, you need to rebuild all your previous Task Mining projects so that they are available in Process Intelligence 2.0.

  1. Open a browser and enter {URL}:{port} in the address bar, where:

    • {Url} is either the Base URL you specified during the Process Intelligence installation, or the public IP address or the full name of the machine on which Process Intelligence is installed.

    • {port} is a custom port assigned to the Process Intelligence website during the installation process. If you are using the default port (80 or 443), you do not need to add them to the {URL}. By default, TCP/IP port 80 or 443 is used.

      Example: http://myprocessintelligence:8080 or https://processintelligence:30443

  2. Log in using the first admin account credentials you specified during the Process Intelligence installation process.

  3. Click your user avatar in the navigation menu and select Open Admin app.

  4. In the Admin app, navigate to the Project tab and click Rerun all task mining cutting.

    Do not refresh or close this browser page until the process has finished.

Restore a previously installed version

If something went wrong during the upgrade, you might need roll back to the previous version. To do this, you will need:

  • The installer for the previously installed version.

  • A backup of the previous installation folder (/opt/timeline).

If you no longer have the installer, you can request it from our Support team.

  1. Delete the current installation folder (/opt/timeline).
  2. Restore your previous installation folder from the backup by copying the previous folder to the current installation location.
  3. Run the previous installer as described in Install Process Intelligence.
  4. Press Y when the application prompts you to upgrade.
  5. Complete the installation.