Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
Two or more words in the same topic |
|
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| Either word in a topic |
|
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| Topics that do not contain a specific word or phrase |
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| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
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- Upgrade tasks on the development environment
- Step 1: Duplicate the production environment
- Step 2: Upgrade server and client
- Step 3: Perform preparatory tasks
- Step 4: Load the applications upgrade files
- Step 5: Run the Upgrade Utility
- Step 6: View the upgrade results
- Step 7: Manage the upgrade result data
- Step 8: Resolve exceptions
- Step 9: Resolve conflicts
- Step 10: Perform additional manual tasks
- Step 11: Migrate Process Designer data
- Step 12: Return the system to normal operation
- Step 13: Test the development environment
- Step 14: Back up the system
- Step 15: Build a custom upgrade
Step 2: Upgrade the server and the client
Make sure that you have upgraded your server and the client to the latest version before you attempt to run an applications upgrade. This allows the upgrade utility to call the new functions in the latest server and client and to take full advantage of all of the applications features following an upgrade.
Note
- If you have deployed Knowledge Management, you must also upgrade the Knowledge Management Search Engine to the new version. For details, see Upgrading from the K2 Search Engine and Upgrade the Solr Search Engine.
- You must upgrade the IDOL server if your are working with IDOL. For details, see Upgrade Smart Analytics.
To upgrade your applications by using this Upgrade Utility, you must first perform a server and client upgrade to 9.61 platform (server and client).
- Obtain the latest client from the installation package, and then follow the instructions in Upgrade the Windows Client.
- Obtain the latest server from the installation package, and then follow the instructions in Upgrade the Service Manager Server.
