Thought I’d drop this out for everyone who is considering it. I’ll make this as short and concise as possible. My intent was to try and do an in-place update of both, in an afternoon, with a rehearsal run on my Dev box. Visuals - the rebranding is in effect. Colors, Fonts, logos, etc. have all chan…

[image] MikeGross: Visuals - the rebranding is in effect. Colors, Fonts, logos, etc. have all changed, so it’s closer to Kinetic that previous version. Otherwise, no structural changes to what you see on screen except for some image viewing changes in IDC. Little or no end-user training will be …

We upgraded our on premises Epicor ECM to v21.1 two months ago and our on premises Epicor IDC from v7.x to v9.11.xxx one month ago. Both are on separate, virtualized servers. Some quick insights from our IDC upgrade: The IDC Classification (auto-determining a PDF’s Document Type) worked fine po…

Nice write-up/follow-up sir - thanks for the information about the email batches and logos. We’ve not had that issue yet (most of ours do not have logos, but I’ll ask my AP person how she’s been dealing with them since our upgrade.

[image] MikeGross: (One of the values you can miss during install is the ‘imagestorage’ directory) hey Mike! Can you elaborate on this bit please? (One of the values you can miss during install is the ‘imagestorage’ directory)

If memory serves me right… During the ECM setup/install process, as you go from screen to screen, the imagestore value is the directory for all the stored images - I added this b/c the upgrade presented the default location rather than MY location (customized in the initial install) - when it clear…

ah ok, will check. since upgrading to latest version some documents are getting stuck with a message above them saying “image processing currently underway” but it stays there indefinitely.

First thoughts… IDC or ECM? Did it restart the IDC services properly? Did it restart the ECM client locally on the server for processing of the images?

So I took my first swing at installing IDC 9.x today and ran into the imagepath issue @MikeGross mentioned and I was able to find that in a config file. The upgrade instructions from EpicWeb cover the web and automated clients, but not the server. It tells you to save certain config files before yo…

@gpayne Excellent work and a great addition to this post for future upgrades to follow.

Docstar and IDC - Upgrade to 21.2.x and 9.xx - notes from the field

ECM

MikeGross (Mike Gross) October 28, 2021, 12:13pm 3

Yes, I can see this as being a problem. I’m not enthused about the new ECM color scheme… it’s sort of artistic, but in a cold war sort of mid-20th century way or something…

IDC OCR Capture Accuracy -- Is Your Experience Similar?

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Docstar and IDC - Upgrade to 21.2.x and 9.xx - notes from the field

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