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How to Upgrade a Client Server Encyclopedia

After completing the upgrade plan for your organization, you are ready to do the Client Server Encyclopedia (CSE) upgrade.

Follow these steps:

  1. Before installing the new release, use the currently installed Client-Server Encyclopedia release and verify that there are no checked out models or subsets and that all models are in a schema the new release supports. Take corrective action to make the encyclopedia ready to upgrade before removing the currently installed release.
  2. Shut down the CSE.
  3. Make a backup of the encyclopedia, coordination database, and CSE software.

    Important! Protect your model data.

  4. Shut down the database.
  5. Uninstall the old release.
  6. Upgrade the computer to meet the technical requirements for the new release. Follow the instructions of the database vendor for upgrading a database.
  7. Make another backup of the encyclopedia and coordination databases using the newly installed database tools.
  8. Install the new CA Gen release and run the following command:
    cse_config
    
  9. Start the new CSE and run post-installation tests.
  10. Proceed with model conversion and toolset upgrade plan.