IAPRO. Version 6.3 Upgrade and Configuration Manual Pre-Release

Transcription

1 IAPro 6.3 Upgrade Guide Pre-Release - Page 1 IAPRO Version 6.3 Upgrade and Configuration Manual Pre-Release Author: Mark A. Gambardella Initial Release Date: May 2012 Updates: None Version Technical Support: Telephone: ext support@iapro.com Support Web Site: OVERVIEW This manual will detail steps necessary for the successful upgrade the IAPro client software and database schema to version 6.3. Note: Prior to performing this upgrade, please ensure that you have a current full and complete backup of all databases. NECESSARY FILES If the client machine that you are upgrading has IAPro client software version or newer or version of or older already installed, then you will only need to download the latest IAPro 6.3 executable from the following link: and replace the executable in the IAProfessional Directory under Program Files. If the client machine that you are upgrading has IAPro client software version through already installed, then you will need to download the IAPro 6.3 MSI Based installer from the following link: After downloading you will be required to uninstall the existing version of IAPro via the Windows Add/Remove Programs tool (Start Control Panel Add/Remove Programs) and then re-install the IAPro by utilizing the IAPro 6.3 MSI based installer. Before uninstalling you should make a note of the IADATA and TSDATA System ODBC DSN settings (Start Control Panel Administrative Tools Data Sources (ODBC)). Note: If you are installing IAPro client software on a computer that never had IAPro installed on it before, you will need to download and use the IAPro 6.3 MSI Based installer. Also you might receive a 'The application failed to initialize properly (0x )' error especially if you are installing the application on an older computer. If so, you will need to run the two following commands at a command prompt (Start Run): CACLS %systemroot%\system32\*.dll /E /G BUILTIN\Users:R CACLS %systemroot%\system32\*.ocx /E /G BUILTIN\Users:R

2 IAPro 6.3 Upgrade Guide Pre-Release - Page 2 If you have any questions on the regarding the client install, please refer to our IAPro Client Installation Guide and/or call our Technical Support Department at ext 702. UPGRADE PROCESS In order to upgrade the database schema you will need to perform the following steps from a client machine that has the latest version of the IAPro client software installed. Note the following server side upgrade steps only need to be performed on one client machine only. 1. Start/run the IAPro client software version 6.3. You should see the following dialog box: Note: If you do not see the above dialog box, check to ensure that you are using version 6.3 of the IAPro client software. Also our may also have a different database version than is displayed in the above graphic. Please refer to step 2, for the IAPro Client Software version locations. 2. Next, log in as the IAPro Administrator. Please note the version locations of the application on the log in screen

3 IAPro 6.3 Upgrade Guide Pre-Release - Page 3 UPGRADE PROCESS - CONTINUED 3. Click on the Users Icon in the Outlook Toolbar, then the Advanced Tab in the lower pane and finally click on the Product Upgrade Module label. 4. If you received the following message box indicating that you do not have the appropriate user rights to upgrade the database, contact your IT or Database Administrator and ask them to grant DB_Owner Role Membership to the IA_ADM user account. If your IT/DBA has any questions, please ask them to contact us for further information. 5. On the Upgrade form, you will see the version of the IAPro application as well as the database version. Please note the following image is just for illustration purposes, the values displayed on your system may be different. Starting with version 6.3, we added a one button upgrade option which will eliminate the need to run the upgrade buttons individually. Using the One Button Upgrade is the recommended method for upgrading the database.

4 IAPro 6.3 Upgrade Guide Pre-Release - Page 4 ONE BUTTON UPGRADE METHOD (PREFERRED METHOD) 1. Click the Upgrade Database schema from version 5.X to 6.3 button. 2. You will be prompted to confirm that you want to run the Database upgrade(s), click the Yes button if you want to proceed or No to cancel. 3. You will see a progress bar and a label which will indicate what part of the upgrade process is being performed. 4. You will see a message box which will indicate that the upgrades have been completed successfully.

5 IAPro 6.3 Upgrade Guide Pre-Release - Page 5 SEPARATE UPGRADE BUTTONS METHOD 1. Click the Separate Upgrade Buttons Tab on the upgrade form. Depending upon what version you are upgrading from will depend upon which buttons are enabled on this tab. Note: if you are upgrading from version 5.1, the 5.2.0, through buttons will be enabled and if you are upgrading from version 5.6, the and the buttons will be the only buttons that are enabled and finally, if you are upgrading from version 6.0, the button will be the only button that is enabled. Very important, you must ensure that you click the lowest numbered button first followed by the remaining buttons in succession ending with the button. You will receive a confirmation dialog after each upgrade has been completed. If you get an error message while running either upgrade, please notify CI Technologies immediately! 2. The next step is to click on the Common Updates tab. On this tab you will see two buttons, click each of these button one time only. You will see a confirmation dialog box after each upgrade has been completed.

6 IAPro 6.3 Upgrade Guide Pre-Release - Page 6 CHECKING THE IAPRO CONFIGURATION After performing the necessary Database schema changes, we should take a look at the IAPro configuration settings to ensure that it is properly configured: 1. Click on the Configure tab and then click the System Settings label. 2. On the Agency Specific Information Tab, please review all information to ensure that it is accurate. Note: Please don t edit the agency name because certain agency specific functionality maybe disabled!

7 IAPro 6.3 Upgrade Guide Pre-Release - Page 7 CHECKING THE IAPRO CONFIGURATION - CONTINUED 3. Click on the Configuration tab; ensure that the Drive Designation/UNC File path is still a valid path. You can also check the UNC File Path by clicking the Check Path button. Please refer to the IAPro Shared Folder Installation Guide for instructions on how to configure the shared folder or contact our technical support department for further instructions. Finally, ensure that the SMTP Server information is correct (if applicable). You can click the Request the SMTP server send a test button to verify if the settings are correct. Note: the SMTP Server information is only for those customers utilizing the Blue Team Web Application. Please contact our Sales Department for more information regarding the Blue Team Web Application at ext 701 or by at Sales@IAPro.com.

8 IAPro 6.3 Upgrade Guide Pre-Release - Page 8 CHECKING THE IAPRO CONFIGURATION - CONTINUED 4. Click on the Advanced Tab and check the Mailbox Only Capability setting, if your agency isn t using this feature, we recommend that it be turned off. To Turn of this feature, by clicking the Button Labeled Turn Off. If you later decide that you want to use this feature in the future, you will be able to turn it back on by simply clicking the Button Labeled Turn On. Also check the status of the Enhanced Mode Setting. If this mode is not enabled at your site please contact our technical support department for further instructions. 5. Congratulations, you have successfully upgraded and configured your IAPro database. All that is remaining is upgrade each client machine with version 6.3 of the IAPro client software. Please refer to the first two paragraphs in the Necessary Files Section on page 1 of this document for information on upgrading the remaining client machines. Note: The above steps only need to be performed on one machine only!