User Tools

Site Tools


download

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
download [2021/03/15 15:01 (3 years ago)] swinddownload [2021/03/25 09:38 (3 years ago)] (current) swind
Line 1: Line 1:
-====== Before You Begin ======+====== Upgrading System Five to Current Release ======
  
-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.  +See [[https://support.windwardsoftware.com/a/solutions/articles/66000482037]]
-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.  +
-  +
-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. +
- +
  
 +<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. 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. 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. 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 |}}
  
  
-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. 
-  
 This will close the Synchronization window and System Five, and start an external version of the Synchronization utility. 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.  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. 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)”. 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. 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.
-  
-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. 
  
 +{{ :s5upgrade_steps:008.png?500 |}}
  
  
-====== System Five Download instructions ======+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 =====
  
  
Line 51: Line 66:
 Your log in name will be your email address. 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. 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 |}}
  
-Click on System Five Updates on the top of the screen. 
  
-  
 This will take you to the main update screen where you can choose which update you wish to install. 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.  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.  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 “. To upgrade System Five click the Download button next to “System Five Installer Install me “.
  
Line 70: Line 88:
  
 This will display the following pop up at the bottom of the screen. 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. 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. 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. 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. 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. 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. 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: NOTE:
Line 87: Line 116:
 change user /install (hit the enter key)  change user /install (hit the enter key) 
  
- + 
 +{{ :s5upgrade_steps:016.jpg?600 |}} 
 + 
  
 Then run SysteFiveSetup.exe file  Then run SysteFiveSetup.exe file 
Line 94: Line 126:
 change user /execute (hit the enter key)  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. 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. 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. 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.  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. 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”.  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. 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. 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. Click Next to continue.
- + 
 +{{ :s5upgrade_steps:025.png?600 |}} 
 + 
 Click Install Click Install
 You will see the following window with the green progress bar.  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. 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 |}}
  
  
Line 133: Line 191:
 change user /execute (hit the enter key)  change user /execute (hit the enter key) 
  
- + 
 +{{ :s5upgrade_steps:028.jpg?600 |}} 
  
 This completes the Upgrade process This completes the Upgrade process
Line 142: Line 202:
 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.  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. 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. 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.  Now you will select the installation folder where System Five is installed. 
Line 149: Line 212:
 If you are unsure, you can use the browse button to locate the correct installation path. 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. 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 Once you have set the installation path, click Next to continue
 You will see the following window with the green progress bar.  You will see the following window with the green progress bar. 
-  + 
-When the installation is complete the progress bar will disappear and you can click the finish button to complete the installation. +{{ :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 |}}
  
  
Line 161: Line 231:
 You will need to change back to “Application Mode” by opening a CMD prompt and typing:  You will need to change back to “Application Mode” by opening a CMD prompt and typing: 
 change user /execute (hit the enter key)  change user /execute (hit the enter key) 
- + 
 +{{ :s5upgrade_steps:033.jpg?600 |}} 
  
 This completes the Upgrade process This completes the Upgrade process
 +
 +\\
 +\\
 +\\
 +
 +----
 +
 +
 +Created by Steve Wind March 15 2021
  
download.1615845693.txt.gz · Last modified: 2021/03/15 15:01 (3 years ago) by swind