Upgrading a PSIcapture Installation


Upgrading PSIcapture is very similar to a typical software installation procedure, in most cases. During the installation application data is not removed, all configuration and licensing data will remain across the uninstall, reboot, and reinstallation of the system.

Important: Before upgrading an installation with script-enabled Capture Profiles, it is highly recommended that a test environment be created in which you may test your configuration against the latest version of the software. Ensure you have tested the Capture Profile and that it satisfies the production standard present in the current version. This is especially true if PSIcapture has had a recent Toolkit or OCR Engine update. Check our Release Announcements & Software Downloads to see if any of these changes have been applied to your target upgrade version.

Configuration Backups

PSIcapture version 4.0 and later makes a backup copy of critical application data, which you can find at the locations described below. Please ensure a full backup is completed of the C:\ProgramData\PSIGEN folder before an upgrade is completed. This will require that the Capture Services be stopped under Services.msc. Copy and paste the folder to a desired location of your choosing. Name the folder based on the currently installed version. If you do not complete this process before upgrading you will not be able to revert to the previous version of PSIcapture.

Backup Directory: C:\Programdata\PSIGEN

Windows 7/8.1/10, Windows Server 2008 R2 and later operating systems 

  • C:\ProgramData\PSIGEN\Capture.Services\BatchManager
  • C:\ProgramData\PSIGEN\Capture.Services\Configuration

Windows XP, Windows Server 2003 (legacy, no longer used)

  • C:\Documents and Settings\All Users\Application Data\PSIGEN\Capture.Services\Batch Manager\Backup
  • C:\Documents and Settings\All Users\Application Data\PSIGEN\Capture.Services\Configuration\Backup 

Check the Partner Portal periodically for new releases to keep your PSIcapture installation up to date with the latest feature enhancements and bug fixes.

Product Versioning


When considering a production environment upgrade there are a great many details that need to be considered.

  • Will the current behavior designed still function?
  • Will the data be skewed or incorrect due to an OCR engine update?
  • Will the current production throughput remain when PSIcapture is upgraded?

It is important to first test before deploying an upgrade in a production environment. A test license can be requested from your PSIGEN Sales Representative by emailing sales@psigen.com. If you do not receive a reply within 24 hours, please contact our support team using the information located at the bottom of this document.

Before upgrading, establish a test location and install the target upgrade version outside the production environment.

  1. Your test environment should mirror your production environment as closely as possible.
  2. Assemble a set of test documents that are representative of documents that you typically process through the your production workflow(s). You should run a test batch for each document type that you have configured in the system.
  3. Export your current production Capture Profiles from the production environment and import these profiles into your test environment. (Contact PSIGEN Support if you are unable to complete this task).
  4. Test the same workload in the test environment to ensure production design and throughput remains at the standards established in the current version. Focus on anomalies in results, speed, and accuracy of capture. You may find that adjustments must be made to your profile to ensure compatibility with the latest version. 
    1. The release notes for the new version should also be used as a guideline for determining which specific features you may need to test.
    2. Note: If you discover a behavior has changed or throughput has ceased to meet expectations please contact our Support team so this issue can be investigated by our experienced Support Engineers.
  5. Once testing is complete uninstall all stations and upgrade to the target release that has been tested. Release Announcements & Software Downloads
  6. Following the upgrade of all stations, use your assembled test set to re-test your production environment. 

Installation Steps

  1. Before reviewing the steps below please review our PSIcapture Installation Guide page.
  2. Check the Software Downloads page of the PSIGEN Partner Portal (requires login) to download the latest installer or patch for the version of PSIcapture you are currently running.
    1. If you are an end user, you can request the latest software download from your Reseller, or contact our Support Team.
      1. For additional information refer to the following Knowledge Base article: Release Announcements & Software Downloads
    2. When downloading the latest release, the release notes will specify whether the software version you are currently running can be patched, or requires a full install.
      1. If the instructions require you to do a full install:
        1. Uninstall PSIcapture off of the machine being upgraded.
        2. Reboot the machine.
        3. Install the new version using the downloaded installer.
        4. If you are upgrading multiple machines, it is recommended that you start with the Capture Server and/or License server, and then proceed to the network stations; keeping all machines on the same version of the software.
      2. If the instructions allow patching from your current version:
        1. Execute the downloaded patch on each station.
        2. No reboot is required.

If you are still experiencing difficulties, please contact our Support team by: