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Deploying a solution

Before you process documents (by running a production task), you must create and deploy a solution to the runtime system.

Whenever the solution is changed, it must be deployed again in order for those changes to have any effect on production. Tip: If you are deploying a new version of a solution that contains documents still waiting to be processed, you can move them to the new version by reprocessing them.

Note: Configuration data specified in the Invoice Manager and Invoice Optimize modules is saved directly in the Production database and as a result does not need to be deployed.

If multiple runtime systems are enabled, you must also create the runtime system and include the solution in the runtime system.

Note: A solution can be deployed to more than one runtime system.

Before deploying a solution

Use this procedure

  1. On the Configuration tab of the Administration module, click Solutions.

  2. In the right pane, right-click the solution you are working with and select Deploy to runtime system.

  3. In the Deploy to runtime system dialog, select the runtime system and click Run. (If no runtime systems are listed, you need to include the solution in a runtime system.

    • The system checks the data to ensure that no object is Stale or Incomplete, and that the production tasks and activities process all documents through to Output.

    • Older solutions no longer containing documents are automatically removed

    • If all activities are successful, the solution is ready to be used to process documents in the Production module.

    • If an error or warning occurs in one of the activities, an error ( ) or warning icon ( ) is displayed next to the step in the deploy process. Double-click the icon for further information about any problem, which are described in Deploy warnings.

Note: Clicking Show workload in the Production module updates the version number of newly deployed solutions. However, the Production module must be restarted before any changes take place in the deployed solution.

Runtime systems: Overview

Solutions: Overview

Solutions: Versions and statuses

Maintenance tasks: Overview