Upgrade roadmap: Upgrade Document Builder from a previous release

This upgrade roadmap lists the high-level steps that are required to update Document Builder which allows you to build, generate, and view documents.

The 1.x Remote Services applications (Central Management, Monitor and Control, Remote Document Generation, and Report Scheduler) are deprecated in this release. You can now perform these tasks using Document Builder.

1.x Remote Services Document Builder
Monitor and Control View running jobs on the Job Details page.
Central Management Assets can be stored in Document Builder. Report designers can upload and work with assets on the Design page.
Remote document generation Generate documents on the Generate page
Report Scheduler Schedule document generation jobs on the Generate page.

Planning tasks

  1. Review the Planning the installation information.
  2. Review the Upgrading and migrating.

Preupgrade tasks

Complete the required preupgrade tasks:

  1. Review the installation requirements.
  2. Download updated license keys.
  3. If you stored snippets or other files in your RPE_HOME\source\snippets directory or customized any source examples, copy them to a backup directory.

Upgrade tasks

Postupgrade tasks


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