This document provides guidance on upgrading an Information Rights Management (IRM) system to the latest version. It outlines the key steps to prepare for, perform, and follow up on an IRM upgrade, including determining the current version, reviewing requirements and new features, backing up data, uninstalling and reinstalling components, performing database and data model upgrades, and testing the new version. Special attention is required if upgrading through multiple versions due to additional database schema upgrade steps. The document emphasizes preparing adequately, allocating sufficient time, and testing the upgraded system.

1. Upgrading your IRM to the Latest Version:
What you Need to Know
July 2017
InfoCompass Business Solutions
Nitza Medina-Garcia, CRM

2. What You Will Learn Today
What You Need to Prepare for an IRM Upgrade
What You Need to Do During an IRM Upgrade
What You Should Do After an IRM Upgrade
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3. Current Situation?
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4. Prepare for IRM Upgrade
1. Determine what is your current IRM version of Server and Clients
2. Download latest IRM guides and release notes (available at help.imanage.com)
3. Review the system requirements for the latest IRM version
4. Review new features for possible business process impact
5. Determine if upgrade “as-is” or will incorporate new feature configuration
6. Assemble upgrade team (in-house or hire help)
7. Review upgrade steps
8. Prepare test environment
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5. Server System Requirements
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6. Server System Requirements
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7. Client Requirements
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iManage
Records
Manager 6.5
iManage
FileSite/
DeskSite 8.5
or 9

8. Do the IRM Upgrade
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Technical Preparation
•Back Up IRM Server
Configuration Folders
IRM database
•Gather your System
User IDs and
Passwords
Take Down IRM
•Uninstall the RM
Server and Indexer
•Unregister Process
Manager Service
•Unregister RM
Content Engine
Service
Prepare New IRM
Version
•Download latest RM
Server and Indexer
Software
•Register Process
Manager Service
•Register RM Content
Engine Service
Post Configuration
Checks
•Memory Allocation
Setting
•Query Result Limit
Setting
Restore Your IRM Data
and Configuration
•Restore Backed-up
Folders and Files
•Start Services and
Confirm Configuration
Manager Settings
Database Schema
Upgrade
•Used to update IRM
Tables and Columns
•Requires Migration
utility
•Requires multiple
schema jumps if
upgrading more than
1 version
•Requires some post
migration cleanup
•Initiate Full Crawl
Indexer
Data Model Upgrade
•Used to update IRM
reports, dialog forms,
captions, and views
•Requires the Data
Model Migration
utility
•Requires only 1 jump
•Will check for conflicts

9. Database Schema Upgrade
Use Migration Manager program (Download from iManage
Support)
Upgrade will require a schema hop per version below:
1. RM 5.2 to 6.0
2. RM 6.0 to 6.0 SP1 U1
3. RM 6.0 SP1 to 6.0 SP1 U1
4. RM 6.0 SP1 U1 to 6.0 SP1 U4
5. RM 6.0 SP1 U4 to 6.1
6. RM 6.1 and 6.2 to 6.3
7. RM 6.3 to 6.4
8. RM 6.4 to 6.4.1
9. RM 6.4.1 to 6.5
10. RM 6.5 to 6.5.1
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10. Data Model Upgrade
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Use Data Model Migration Utility (Download from iManage Support)

11. IRM Clients
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IRM 6.5 Server backwards compatible with IRM Clients
Simple uninstall/reinstall process for IRM Clients

12. Other IRM Applications
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Data Loader
◦ Uninstall/reinstall Data Loader (time and billing integration)
◦ Follow upgrade guide steps to retain dependent Data Loader files
Barcode Operations
◦ If customized, may need to check a few noted configuration files

13. After the IRM Upgrade
Test IRM Upgrade
1. Do typical IRM operations: create new IRM file part, check in/out, etc.
2. Perform keyword searches
3. Run reports
Promote from Test to Production environment
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14. Key Take Aways
Prepare for the upgrade by gathering
iManage documentation
Determine if will be done by in-house staff or
need to hire help
Allocate more time if you have several
versions in your upgrade
Test your upgrade
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15. Questions?
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16. Web: www.icbsolutions.net
Blog: blog.icbsolutions.net
Email: nmg@icbsolutions.net
YouTube: InfoCompassBusinessSolutions
Nitza Medina-Garcia, CRM
Please contact me if you have any further questions