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====== Upgrading System Five to Current Release ======

See [[https://support.windwardsoftware.com/a/solutions/articles/66000482037]]

<note important>recommend Google Chrome web browser version 89.0.4389.90 or higher</note>

===== Before You Begin =====

<note important>IMPORTANT: You must close System Five, the POS Device Manager and all System Five related applications prior to the update, or the installer won’t be able to overwrite the files with their new version. This includes the Web API, Application Server, Payroll, Standalone and Polling.</note>



In most cases you would perform the upgrade on the server first, then upgrade the workstations once the upgrade and conversion of the data is complete. 
Before performing this upgrade on the server, you must ensure that System Five on all your workstations is able to Synchronize with the file server. This is done from within System Five. If you see Synchronize with File Server in the drop down, then synchronization has not been setup and must be configured before you begin the upgrade. 

{{ :s5upgrade_steps:001.png?500 |}}

If the Syncronization hasn’t been configured, this will be the next screen you see. While this screen is showing the correct Drive ( W: ), it is showing the wrong Directory on the W drive.  It shouldn’t be pointing to the Data folder.

{{ :s5upgrade_steps:002.png?500 |}}


In most circumstances, the Windward folder on the network drive of the server will be mapped as the W: drive. You wil want to select that drive on the Drives drop down.
The folder that you want to select in the directories window will be W:\System5\bin. Highlight that folder and then click the OK button.

{{ :s5upgrade_steps:003.png?500 |}}

You should now be looking at the “Synchronize Program with File Server” window. It may take a minute to compare the files between the bin folder on the server and the bin folder on the workstation, but once it completes it should come back and say “All files are up to date” if all the files match between the two folders. At this point, no synchronization is required and you can click exit to save your changes and return to System Five.

{{ :s5upgrade_steps:004.png?500 |}}


If there are different versions of files or missing files when the synchronization check is run, you will see a similar screen saying that there are files that are out of date and synchronization is recommended. Click the Synchronize button to continue.

{{ :s5upgrade_steps:005.png?500 |}}


This will close the Synchronization window and System Five, and start an external version of the Synchronization utility.
It will run automatically and copy the required files from the server’s bin folder to the workstation’s bin folder. When that is complete you will get a popup saying that all files are up to date. Click on the OK button to close that window. 

{{ :s5upgrade_steps:006.png?500 |}}


The Synchronization window will close and System Five will restart.
Log back into System Five and click on the Utilities drop down. It will now show “Synchronize with File Server (Up to Date)”.

{{ :s5upgrade_steps:007.png?500 |}}


Before upgrading System Five, it is extremely important to backup your data as well as the bin folders within the System Five folder. As previously mentioned, this is usually done on the server or the workstation where the data is housed. The following screen capture shows the usual folder configuration for Windward System Five on a file server.

{{ :s5upgrade_steps:008.png?500 |}}


If you are unsure if you have a valid backup, you can simply make a copy of each of these folders so that if something goes wrong with the upgrade, you or one of our support technicians can easilly rename the folders to quickly restore you to the state you were in before the upgrade.


===== System Five Download instructions =====




See [[http://example.com|External Link]]

Log into Windward Learning Academy at https://academy.windwardoncloud.com
Your log in name will be your email address.
You may be prompted to enter a code that will either be texted to your phone or emailed to you to verify your access.

{{ :s5upgrade_steps:009.png?300 |}}


Click on System Five Updates on the top of the screen.

{{ :s5upgrade_steps:010.png?600 |}}


This will take you to the main update screen where you can choose which update you wish to install.
This page will only show current release updates. If you require a non-current release (not recommended) you will need to call into Windward Software Support to arrange an appointment for this. 
The installer highlighted in yellow would be the main System Five installer. The others are additional System Five modules. 

{{ :s5upgrade_steps:011.png?600 |}}


To upgrade System Five click the Download button next to “System Five Installer Install me “.




This will display the following pop up at the bottom of the screen.

{{ :s5upgrade_steps:012.png?600 |}}


Click on the down arrow next to the save button and select Save as from the pop up menu.
I would recommend saving the SystemFiveSetup.exe to your desktop to easilly find it after the download completes.

{{ :s5upgrade_steps:013.png?600 |}}


Once you have selected where you will be saving the SysteFiveSetup.exe file to, click the Save button.
You will receive the following popup which will allow you to ether run the SysteFiveSetup.exe, open the folder where the SysteFiveSetup.exe resides, or click the X to close the popup if you wish to complete the installation later.

{{ :s5upgrade_steps:014.png?600 |}}


To avoid complications caused by user security settings, it is recommended that you do not simply click Run.
A better practice is to click Open folder to open the folder that you downloaded SysteFiveSetup.exe to, then right click on the executable and select Run as Administrator from the pop-up list. This should ensure that the Installation package (SysteFiveSetup.exe) has the required user security to install and write to the Windows registry.

{{ :s5upgrade_steps:015.png?600 |}}


NOTE:
If you are upgrading System Five on a Terminal Server, you must follow a different process to ensure that all the components necessary to run System Five are installed in the correct folders to be accessed by each Terminal Services user. You may want to consult with your IT people before performing these steps.

On the server running Terminal Services, it will be necessary to first change to “Install Mode” by opening a CMD prompt and typing: 
change user /install (hit the enter key) 


{{ :s5upgrade_steps:016.jpg?600 |}}



Then run SysteFiveSetup.exe file 

Once the System Five upgrade is installed you will need to change back to “Application Mode” by opening a CMD prompt and typing: 
change user /execute (hit the enter key) 


{{ :s5upgrade_steps:017.jpg?600 |}}



Right click on SysteFiveSetup.exe and select Run as Administrator to begin the upgrade process.

{{ :s5upgrade_steps:018.png?600 |}}



If you see the Open File – Security Warning, this is expected. Please click the run Button to continue.

{{ :s5upgrade_steps:019.png?600 |}}



At this Welcome screen click Next to continue.

{{ :s5upgrade_steps:020.png?600 |}}


If you see the following screen you will need to refer to the Alternate Installation Documentation at the end of this document. 

{{ :s5upgrade_steps:021.png?600 |}}


If you are taken to this screen click in the radial box next to Modify and click Next to continue.


{{ :s5upgrade_steps:022.png?600 |}}


Next you will need to expand the feature you don’t want to install and click on “Entire feature will be unavailable”. 
It is STRONGLY recommended that you only upgrade System Five Training first to review that the new version is behaving the way you expect before moving forward with upgrading System Five Live. If you do not follow this procedure, you cannot undo the upgrade. The only way to go back to your previous version would be to restore from your last backup or to copies of the data and bin folders as discussed at the beginning of this document.

{{ :s5upgrade_steps:023.png?600 |}}



By default, both the Live and Training will be installed on the local hard drive. You only need to check the feature you don’t want. In this example I have clicked the little blue down arrow next to System Five Training and selected “Entire feature will be unavailable”. This placed a red x next to System Five Training, so training won’t be installed.

{{ :s5upgrade_steps:024.png?600 |}}


Click Next to continue.

{{ :s5upgrade_steps:025.png?600 |}}


Click Install
You will see the following window with the green progress bar. 

{{ :s5upgrade_steps:026.png?600 |}}


When the installation is complete the progress bar will dissappear and you can click the finish button to complete the installation.

{{ :s5upgrade_steps:027.png?600 |}}


If you are running the upgrade on a Terminal Services server, and you have performed the additional step mentioned earlier in this document, you must do this final step after the upgrade has installed.
You will need to change back to “Application Mode” by opening a CMD prompt and typing: 
change user /execute (hit the enter key) 


{{ :s5upgrade_steps:028.jpg?600 |}}


This completes the Upgrade process



Alternate Installation Documentation
On the Optional Features to install window, please select whether you wish to install the new version to both System Five Live and Training, or just one of the two options. 
It is STRONGLY recommended that you only upgrade System Five Training first to review that the new version is behaving the way you expect before moving forward with upgrading System Five Live. If you do not follow this procedure, you cannot undo the upgrade. The only way to go back to your previous version would be to restore from your last backup or to copies of the data and bin folders as discussed at the beginning of this document.

{{ :s5upgrade_steps:029.png?600 |}}


Once you have selected the desired program you want to install, click next.
Now you will select the installation folder where System Five is installed. 
On a file server the normal installation path is C:\Windward\System5\
On a workstation the normal installation path is C:\System5\
If you are unsure, you can use the browse button to locate the correct installation path.
DO NOT point it to one of the bin folders. These folders will automatically be created or upgraded by the installer.

{{ :s5upgrade_steps:030.png?600 |}}


Once you have set the installation path, click Next to continue
You will see the following window with the green progress bar. 

{{ :s5upgrade_steps:031.png?600 |}}


When the installation is complete the progress bar will dissappear and you can click the finish button to complete the installation.

{{ :s5upgrade_steps:032.png?600 |}}



If you are running the upgrade on a Terminal Services server, and you have performed the additional step mentioned earlier in this document, you must do this final step after the upgrade has installed.
You will need to change back to “Application Mode” by opening a CMD prompt and typing: 
change user /execute (hit the enter key) 

{{ :s5upgrade_steps:033.jpg?600 |}}


This completes the Upgrade process

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Created by Steve Wind March 15 2021