SelectPay. Hotfix Installation Guide

Transcription

1 SelectPay Hotfix Installation Guide

2 Please Note: Each Hot Fix is designed for use with a specific version of SelectPay only, and should not be applied to any other versions. Please take a backup of each of your databases before you install the Hot Fix, and ensure that all users have logged out of SelectPay. 1. Some Hot Fixes are available to download from our website, whereas others are available via Support. SelectPay Hot Fixes are normally named in the format SelectPayHotFixxxx.exe, where xxx is the Hot Fix number, and will sometimes contain the SelectPay version number. 2. Once you have saved the file to your computer, double-click to launch the installation wizard. 3. The Hot Fix Setup Wizard will appear. Please read the information on the Welcome screen before continuing. Click Next to continue. 4. You will then be able to choose which components of the Hot Fix you wish to install, depending on the feature the Hot Fix has been created for, and where the applications have been installed within your setup. Some Hot Fixes are only designed to update a specific component and will therefore only have one component to install. In these scenarios you will need to ensure that the Hot Fix is applied to the relevant installation. Please read the explanation below before choosing the appropriate components. 2

3 If you have a single-machine installation then all the boxes can be left ticked, as all the areas needing updates will be installed on one machine. However, if you have split your installation of SelectPay across servers/machines you will need to run this update on those servers/machines in order to update each part of the original installation separately. See below for an explanation of which box updates which part of the software. Note: In either instance, you only need to tick the Web Service option if you are also integrated with our SelectHR software. Note: If you select Client from the dropdown menu, the installer will select only the SelectPay Client component. If you choose to un-tick any of the options, the dropdown will automatically change to read Choose the fixes to be applied. SelectPay Client tick this to update the SelectPay Client, which would have been installed for each user on their PC and allows the user to login to the SelectPay software. This should be run on every machine on which this has been installed. SelectPay Server tick this to update the SelectPay Service, which may be located on a SQL Server. This should be run on the machine where it was originally installed. The installer will stop and restart the SelectPay Service whilst running this update to prevent any issues. SelectPay Administrator tick this to update the SelectPay Administrator, this should be run on every machine on which this has been installed. SelectPay Importer tick this to update the SelectPay Importer, this should be run on every machine on which this has been installed. Web Service tick this to update the Web Service if you are integrated with SelectHR, this should be run on every machine on which this has been installed. Reports Administrator tick this to update the Reports Administrator, this should be run on every machine on which this has been installed. Click Next to continue. If the original application was not installed into the default location, then you can browse to the correct folder location from this screen. One location will be shown for each of the components that were ticked in the previous step. Click Next to see any further folder locations, as relevant. 3

4 5. The wizard is now ready to install the selected components. Click Install to begin, or Back to make any changes. 6. The Hot Fix will extract and update the required components. 7. Once the update is complete, click Finish to close the wizard. The Hot Fix has now been applied to the relevant components, as selected. Please ensure that all of the applications are updated on the relevant machines / servers before logging into SelectPay. Upgrading the Databases Depending on the feature the Hot Fix has been created for, once you have installed the Hot Fix you may need to upgrade each database to ensure the changes take full effect. If your SelectPay software is integrated with SelectHR, please start from step 8, otherwise please skip to step If you are integrated with SelectHR you will need to switch off the integration before upgrading your SelectPay databases. To do this, firstly you need to open the SelectHR Administrator from the Start menu. 4

5 Start >> All Programs >> Access Applications >> SelectHR v(current version) >> SelectHR Service Administrator. 9. Click the Stop button on both the Job and Mail Schedule and Payroll Schedule tabs to stop the services. 10. Once you ve done this the colour icons in the service status will turn red. You can now upgrade your SelectPay databases. You are now ready to upgrade each of your SelectPay Databases. 5

6 Before you continue to step 11 please ensure that all of your users are logged out of the database you are upgrading. Before upgrading, please also remember to take a backup of each of your databases. 11. Open the SelectPay Administrator from the Start menu and log in. 12. Click on the Database tab, then Databases to see the database list. Select your database if you have multiple databases start from the first one in the list. Click on the Upgrade Database icon. If this is not available when you click on your databases, it does not require an upgrade. 13. Click Next in the wizard to upgrade the selected database 6

7 14. Once complete, click Finish to close the wizard. The database is now upgraded. 15. Note that the version number has been updated in the database list. 7

8 16. You will then need to reassign the Unlock Key to the database before you try to log in. To do this, highlight the database in the list and click on the Unlock icon. Select Assign to Database (if this option is unavailable you may have to select Unassign from Database first and then click on Unlock again to select Assign to Database ). 17. Select the relevant unlock from the list by double clicking on it. 18. The unlock name should now appear against that database in the database list. 19. If you have more than one database, repeat this process until all databases have been successfully upgraded and the unlock key reassigned. 20. You have now completed your upgrade. Note: Now that you have installed the Hot Fix and upgraded all of your databases to the latest version, remember that if you need to restore to a backup which was taken BEFORE the upgrade, you will need to follow this process (from step 11) in order to upgrade the restored database once again to the latest version. If you are integrated with SelectHR, please also remember to switch the integration back on (refer to steps 8-10). 8