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Prerequisites

Before starting the update process, ensure you have:
  • Polarion administrator access on the target server
  • The new Risksheet plugin version downloaded from the Nextedy website
  • A complete backup of your current Polarion installation
  • Access to a non-production test environment for validation
  • Knowledge of your current Risksheet version (check Administration > Nextedy Risksheet > License)
1

Back Up Your Environment

  1. Back up your Polarion server data directory including all project data
  2. Export any custom sheet configurations you have modified at the document level
  3. Back up custom Velocity templates (risksheetTopPanel.vm, risksheetPdfExport.vm) if you have customized them
  4. Record your current Risksheet version from Administration > Nextedy Risksheet > License
  5. Document the Polarion version running on the server (from Administration > About Polarion)
Risksheet releases can occasionally be pulled back due to discovered regressions. Always deploy updates to a staging or test environment and validate all critical workflows before applying the update to production. This includes testing document loading, PDF export, and any custom Velocity templates.
2

Remove the Old Plugin Version

  1. Stop the Polarion server completely
  2. Navigate to the [POLARION_INSTALL]/polarion/extensions/ directory
  3. Delete the existing Risksheet plugin folder entirely (e.g., com.nextedy.risksheet_24.7.0)
  4. Verify that no other Risksheet version folders remain in the extensions/ directory
A common and critical update mistake is copying the new plugin folder over the old one instead of deleting the old version first. This results in two plugin versions coexisting in the extensions/ directory, which causes the Risksheet menu to disappear from the Polarion navigation for all users. Only one version folder per Nextedy product is allowed in the extensions directory.
3

Install the New Version

  1. Copy the new Risksheet plugin folder into [POLARION_INSTALL]/polarion/extensions/
  2. Delete the [POLARION_INSTALL]/data/workspace/.config directory to clear all plugin caches
  3. Optionally, delete the [POLARION_INSTALL]/data/workspace/.metadata directory if you experience persistent issues after the update
  4. Start the Polarion server
diagram
After installing or updating Risksheet, you must delete the [POLARION_INSTALL]/data/workspace/.config directory to clear plugin caches. Failure to do so is a known cause of empty Setup and License pages in the Polarion administration interface. This step is required for every update, not just the initial installation.
4

Verify the Update

After the Polarion server has started successfully:
  1. Log in to Polarion as an administrator
  2. Navigate to Administration > Nextedy Risksheet > License
  3. Confirm the version number matches the newly installed release
  4. Navigate to Administration > Nextedy Risksheet > Setup
  5. Verify the setup page loads correctly and displays template installation options
  6. Open an existing Risksheet document and confirm the grid renders with all columns and data
  7. Test PDF export on at least one document to verify Velocity template compatibility
  8. Check the Polarion server logs for any new exceptions or warnings
After an update, review the Polarion server logs for the first 15 minutes of operation. Look for UnsupportedOperationException (harmless on versions prior to 24.7.0 running on Polarion 2310), query parsing errors, or template rendering failures. Address any new exceptions before rolling out to end users.
5

Handle License Group Changes (v25.11.0+)

If you are updating to Risksheet version 25.11.0 or later and have both Risksheet and Powersheet installed with production licenses, a license group migration is required.Background: Starting with v25.11.0, when both products are installed, Risksheet reads user assignments from the nextedy_powersheet_users group instead of the legacy nextedy_risksheet_users group. This is a license unification change that aligns user management across Nextedy products.Migration steps:
  1. In Polarion Administration, create a nextedy_powersheet_users global user group if it does not already exist
  2. Add all members from the nextedy_risksheet_users group to the new nextedy_powersheet_users group
  3. Navigate to Administration > Nextedy Risksheet > License and verify the named user count reflects the expected number of users
  4. Keep the nextedy_risksheet_users group in place for backward compatibility until all projects have been verified
When both Risksheet and Powersheet are installed with production licenses, upgrading to v25.11.0 or later without creating the nextedy_powersheet_users group causes the License page to show 0 named users configured and all Risksheet licenses to appear inactive. Users will lose access to Risksheet until the group is created and populated.
6

Post-Update Configuration Check

After verifying the core installation, check the following configuration aspects:
  1. Custom Velocity templates — Open documents that use custom risksheetTopPanel.vm or risksheetPdfExport.vm templates. Verify the panels render correctly and PDF exports produce expected output.
  2. Project-level settings — Navigate to project administration and verify Risksheet project properties are intact:
    • Template path configuration (default: Risks/Risk Specification)
    • Tool name customization (default: Risksheet)
    • Document name labels (default: Risk Analysis / Risk Analyses)
    • Suggester settings (fuzzy search, wildcard search, result limit)
  3. Custom queries — If your sheet configuration files contain custom query properties in dataTypes.risk or dataTypes.task, verify these Lucene queries still parse correctly. Polarion version upgrades can change query processing behavior.
  4. Template installation — If the new Risksheet version includes updated project templates, consider re-installing them via Administration > Nextedy Risksheet > Setup. Note that template re-installation overwrites previous template versions.

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Troubleshooting Update Issues

If the Risksheet menu does not appear after following all steps, try also deleting the .metadata folder at [POLARION_INSTALL]/data/workspace/.metadata and restarting the Polarion server. This forces a complete plugin re-initialization.

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Verification

You should now see:
  • The new Risksheet version number displayed on the License page in Administration
  • The Setup page loading correctly with template installation options
  • All existing Risksheet documents rendering with their full column layout and data
  • The Risksheet menu visible in the Polarion navigation panel for all configured projects
  • PDF export producing formatted output using your Velocity templates
  • The correct number of named users on the License page (after license group migration if applicable)

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See Also

Last modified on July 10, 2026