Upgrade the Document Routing Agent

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Platform update 12 includes several important enhancements to the components that provide network printing capabilities. For example, the solution for managing the print job queue has been redesigned so that the Print Job Management service can be scaled to satisfy high-volume printing requirements. Although the Print Job Management service is backward-compatible with in-market versions of the Document Routing Agent (DRA) client, we strongly recommend that customers upgrade all existing DRA clients that are hosted on-premises.

If you don't upgrade existing installations of the DRA to Platform update 12 or later, you might experience the following issues:

  • Observable performance degradation in applications
  • Document loss that is associated with orphaned print jobs
  • Inconsistent handling of printed documents that have custom margins

IT administrators must perform the following procedures on each domain resource that is used to host a DRA.

Get started

To continue to run the DRA as a Microsoft Windows service, you must have both the user name and the password of the domain account that is used to run the service. This information must be available after the upgrade is completed. To find the information for the active service account, start the Microsoft Management Console (MMC) Services snap-in, and select Microsoft Dynamics 365 Document Routing Service in the list.

Services snap-in

Uninstall an existing Document Routing Agent

Open Programs and Features, and then find and uninstall Microsoft Dynamics 365 for Finance and Operations: Document Routing.

Uninstall or change a program window

During the uninstallation process, if you're prompted to close the Microsoft Dynamics 365 Document Routing Service application, select Automatically close applications and attempt to restart them after setup is complete.

Dialog box that prompts you to close applications

Install the latest Document Routing Agent

For information about how to install the latest DRA that is available with your subscription, see Install the Document Routing Agent to enable network printing.

Note

Be sure to open the DRA client after upgrading to refresh network user credentials.