Junxure Code Upgrade Instructions

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1 Junxure Code Upgrade Instructions If at any time you run into an issue with the following process, call or Junxure Support ( , opt 1 or support@junxure.com) and we will assist you with getting through that step. Step 1: Log On to the SQL Server as the Database Owner (dbo) Your SQL Server is the machine that hosts your Junxure database and has the SQL Server Management Studio installed. The database owner is most commonly a local server or domain administrator. Open SQL Server Management Studio and log in to the Junxure Database (SSMS). The naming convention commonly follows the example shown below but is unique to the environment. Step 2: Confirm all users are out of Junxure All users must be out of Junxure before the code update can be run. Please ask users not to login until the update is completed. Step 3: Verify if the Junxure Security Wizard was previously run To determine if the security wizard was previously run in your environment, navigate to [Server name\instance Name] > Security > Logins. Verify whether or not the JxAdmins and JxUsers Active Directory groups appear in this area. Note: The names of these groups are determined by your IT and may appear differently. You may verify the members of these groups via Windows Active Directory.

2 Step 4: Run a backup of the Junxure database Note: The backup file will not be used during the Junxure Code Upgrade process but it is highly recommended to run a backup prior to running the Code Upgrade. 1. Within SQL Management Studio, expand Databases and right-click on the Junxure database. Navigate to Tasks > Back Up... If a backup is already listed in the destination area, select it then click Remove. Under Destination: select the radial button to Back up to: Disk. 2. Click the Add button. The Select Backup Destination window will appear. Select the icon to the right of the File name. The Locate Database Files window will appear.

3 3. Navigate through the local server drives and folders and select the location where you wish to store the backup. The standard location for backups is the JunxureData\Junxure\Backup folder. Name the backup whatever you would like that will assist you in finding it easily followed by the.bak extension. We recommend BeforeUpgrade[new Junxure version].bak as seen below for Junxure version Click OK on the Locate Database Files window to return to the Select Backup Destination window. The File Name field should now show the chosen folder location followed by the file name entered above. 5. Click OK on the Select Backup Destination window to return to the Back Up Database window. The Destination field should now show the chosen folder location followed by the file name entered above. Click OK to execute the backup. When complete, click OK to return to the main SQL Server Management Studio window.

4 Step 5: Download the Junxure Code Update Installer Software 1. Open a web browser and navigate to Select the link for the Junxure Upgrade Installer from the available options. Select a save location. Navigate to the save location and right-click on the downloaded file. If showing the option to Unblock the file as seen below, click Unblock then OK.

5 Step 6: Run the Junxure Code Update Installer Software 1. Double-click to launch the downloaded.msi file and start the upgrade process. Click Run to open the Junxure Upgrade Installer window. 2. Click Next > Next > Install to begin the installation. Note: Depending on your environment and permissions, you may be prompted to input Administrator credentials via a User Access Control window before the installation begins. 3. Once it has completed, click Finish. The JxUpgrade folder should open automatically.

6 Step 7: Run the Junxure Code Updater Software 1. Double-click the JunxureUpgradeInstall.exe file and allow it to run. Note: You may not see all the following prompts. If you do not see a particular prompt, move to the next step. 1a. Select Yes on the Citrix or Terminal Server Detected window to allow it to run. 1b. Select Yes on the ClientView Live or Junxure Mobile Upgrade Required window to allow it to run. 2. Click Next once past all other prompts. The installer will try to automatically locate the P:\Junxure\InstallCode folder. If it cannot find this folder automatically, you will need to manually navigate to its location on the server and select it by clicking OK in the Folder Not Found window.

7 3. If the Security Wizard has been run, select the Use Existing button from the Junxure Security Wizard window. If it has not been run, select Make Changes then close the Junxure Security Wizard window that opens by clicking the X. 4. As a backup was run in Step 4: Run a backup of the Junxure database, select Skip Backup at this step. We do not recommend proceeding past this step without a backup. 5. Click Start Now to begin the installation on the Server. Note: This process may take 20 + minutes and the window may change several times as seen below.

8 5a. If you selected Use Existing in Step 6, the Junxure Security Wizard will open at this time and run automatically. When completed, close the window using the X icon. 5b. The Update Small Action Fields window may also open during this time. Allow this to run until it has completed with the following message then close. Note: The Junxure Upgrade window progress bar seen below will continue to move until the completed Junxure Security Wizard and Small Action Fields windows have been closed. 6. Once done, the system will inform you that the server upgrade has completed.

9 Step 8: Upgrade Workstations Note: The following steps must be performed on each workstation. If a user attempts to open Junxure prior to having their workstation s Junxure updated, they will receive an error that the version does not match the version found on the server and Junxure will not open. 1. Uninstall the Junxure Desktop and the Junxure Outlook Add-in applications. This can be done from Control Panel > Programs and Features. 2. Navigate to the mapped JunxureData folder. Navigate the path down to Junxure\Installcode. Hold Shift on the keyboard and right-click on the Setup.exe file. Choose to Run as administrator from the drop down. This will open the Junxure Desktop InstallShield Wizard Welcome Screen. Click Next. Note: You will only see the option to Run as administrator if you Shift + Right-click. This may then require you to manually input an Administrator name and password to install the program. 3. Click the radial button to accept the terms of the license agreement. Then click Next. Note: The Next button will only become available once the terms have been accepted.

10 4. The Setup Type window will appear with the Complete radial button selected. Click Next. 4a. If you would like prevent the Junxure Outlook Add-in from installing for any reason, select the Custom radial button instead. Click the will not be available. Then click Next. icon next to Outlook Add-in and select This feature 5.Click Install.

11 6. Junxure and the Junxure Outlook Add-in will begin to install automatically. 6a. If Junxure has never been installed on the workstation before, the Amyuni PDF Printer will also be installed at this time. Click OK on the Amyuni Document Converter window once the notification for Launch Install u to uninstall appears. 7. When the installer completes, click Finish.

12 8. Navigate to C:\Program Files [32-bit machines] or C:\Program Files(x86) [64-bit machines]. Right-click the CRM Software folder and select Properties. 9. Select the Security tab. Click the Edit button. 10. Select Users. Verify that the Modify box under Allow is checked. Click OK on all windows to close.

13 Step 9: Verify Junxure Launches 1. Open Junxure using the Desktop icon and verify that it connects to the database. Once you see the Junxure splash screen, you have verified a connection from workstation to database. 1a. If Junxure has never been installed on the workstation, you will see the Missing External.config window. Select to Create from Default External.config and click Continue. The default configuration file will open. Update the Data Source to reflect your Server Name\Instance name. If the database itself is named anything other than Junxure, the Initial Catalog will also need to be updated to reflect this. 2. Open Outlook and verify that the Junxure Outlook Add-in loads and connects successfully. 3. Once all workstations have been updated, you re done!