Periodically, we release updates to the Intelligent Document Processing (IDP) application that include enhanced features. Most customers will be able to take advantage of the newest features by deploying a patch to update their application.
Note that making certain changes to your environment will make upgrading more difficult. In order to take full advantage of the newest features, we suggest only making changes that are outlined in the IDP documentation on this site.
If your cloud environment is already running IDP, use this page to deploy the feature enhancements from the latest version of IDP. IDP upgrades must happen in sequence. You won't be able to skip a version of the app.
If your Appian installation includes different environments, such as development, staging, and production, we recommend following these instructions to upgrade each of your environments separately.
Starting with IDP 1.1, the Execute Stored Procedure plug-in is required. If you do not already have this plug-in deployed in your environment, you will need to deploy the plug-in by following these instructions.
To deploy plug-ins for self-managed installations, see Appian Suite Plug-Ins.
To deploy the plug-in for Appian Cloud installations (if necessary):
IDP relies on a set of bundled plugins that Appian supports as part of the application. Support for use of these plugins in other scenarios is provided by the Appian community in accordance with AppMarket guidelines.
Upgrading IDP uses different files than installing the application for the first time. You will need to download the software patch that contains the following files. These files will be used in the remaining set up steps. In the list below, each file lists the target IDP version. The number may be different if you're upgrading to another version.
If you're upgrading from IDP 1.0 to 1.2, you'll need to apply two patches. Use the first patch to upgrade to IDP 1.1, then use the second patch to upgrade to 1.2. You won't be able to upgrade directly from IDP 1.0 to 1.2.
Note that you must be registered with your company on Community to download this file.
If any document types have already been created in the environment, the upgrade patch may overwrite this content, and updates to the objects related to creating document types would be lost. To avoid this, take note of the version and contents of the following objects:
DU Data Store
In order to update your database tables to work with the latest release of the IDP application, you will need to run the DDL script in your database.
To run the DDL script:
Intelligent Document Processing (IDP) 1.2 SQL Patch.sqlDDL file that was downloaded in Step 2: Download software package.
The DDL file is meant to be used for MySQL databases. If you use a different database you may need to modify the database commands.
If your environment is not a default Appian Cloud configuration, you will need to update the the
DU_DATA_SOURCE_NAME constant in the
Intelligent Document Processing (IDP) 1.2 Patch.properties file. This document will be uploaded when you import the patch and will automatically update the constant with the value you specify.
If your appian data source is already called
Appian, you do not need to perform this step. You can see the name of your data source in the
DU Data Store design object.
To update the import customization file (if necessary):
Intelligent Document Processing (IDP) 1.2 Patch.propertiesfile that you downloaded in Step 2: Download software package.
DU_DATA_SOURCE_NAMEconstant with your environment's data source name. For example,
The final step is to import the patch into your Appian environment.
Intelligent Document Processing (IDP) 1.2 Patch.zipfile.
Intelligent Document Processing (IDP) 1.2 Patch.propertiesfile.
If any document types already exist in the application, merge the contents of the following objects based on the notes from step 3:
DU Data Store
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