Inbox documents, Workflow processes, Backing up and saving – Kofax Document Exchange Server 2.5 User Manual

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Kofax Document Exchange Server Installation Guide

Kofax, Inc.


is shut down early during the upgrade, the installer may be unable to roll back the installation to

the previous state.

Authentication from Directory Services after Upgrades

If you use a directory service, this version of Kofax Document Exchange Server uses the

sAMAccount name for authentication. The common name is no longer used, and there is no way

to configure authentication using common name. Refer to the Kofax Document Exchange Server

Administrator’s Guide for information about connecting to directory services.

Inbox Documents

Tell users to release all of their documents in their Kofax Document Exchange Inbox before you

upgrade Kofax Document Exchange Server.

Workflow Processes

Make sure that all workflow processes are in completed state before upgrading. Paused and

terminated workflows must be processed before an upgrade, because the pause and resume

options have been discontinued to support clustering in Kofax Document Exchange Server 2.5.

Workflow processes that are in failed state cannot be restarted after an upgrade. If you attempt to

restart a failed workflow process after an upgrade, the following error occurs:

KAC 20004 - Cannot process the request at server “localhost.” The reported

error is “Internal data processing error: ‘Cannot find the definition, ID =

[email protected]’, in database’”.

Failed, paused, and terminated workflows can only be removed after an upgrade.

Restarting Kofax Document Exchange Server after a Rollback

After rolling back a failed Kofax Document Exchange Server upgrade, you may need to do the

following to restore normal operation:


Restart the KofaxServer service and any other services used by Kofax Document Exchange


Clear the browser’s cache.

Backing up and Saving

Before upgrading Kofax Document Exchange Server, do the following:


Back up your data and settings.


Save custom workflows to reinstall after the upgrade.


Make sure that all scan jobs from the MFP and other inputs have been sent to the server.

Any scan jobs that have not arrived at the server are lost during the upgrade.


If you have Kofax Fax Connector installed with Kofax Document Exchange Server, see the

Kofax Fax Connector Installation Guide before you install the Kofax Document Exchange

Server upgrade.

Backing Up Your Existing Installation
You should back up your Kofax Document Exchange Server installation before upgrading. You

can use the backup to restore your installation if there is a problem with the upgrade.