Difference between revisions of "Upgrading - SME 7.1 to 7.2"

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The Upgrade executable is available from the following download link. Download it and save it to your SME5 program folder.
 
The Upgrade executable is available from the following download link. Download it and save it to your SME5 program folder.
 +
<br>http://high5software.com/downloads/sme72/SME5andSQLinkSetupUpdater.exe
  
−
http://high5software.com/downloads/sme72/SME5andSQLinkSetupUpdater.exe  
+
<br>1. Go to your server or computer hosting the SME database. If you have a Data Server the update must be run from the Data Server and is launched from the Application Server
 +
<br>2. Browse to your SME executable folder
 +
<br>3. Test if all users are out of SME by attempting to temporarily renaming the sme5.exe to sme5.exe.old
 +
<br>--If you cannot rename it all users are not out of SME and the update will fail
 +
<br>--Once you can rename the executable – rename it back to sme5.exe  
 +
<br>--SME must have Exclusive access to the database - see notes below
  
−
SME 7.2 uses the Common Language Runtime or ‘clr’ for business logic processing. The ‘clr’ must be enabled on the server instance hosting the SME database prior to launching the update.
+
<br>Should you require assistance High 5Software is available to assist with your MS SQL configuration.  
  
−
+
<h3>Installing the SME 7.2 update</h3>
 +
<br>1. Log onto the server or computer hosting the SME database.
 +
<br>2. Log all users out of SME 7.1.
 +
<br>3. Close SQLink if used.
 +
<br>4. Do '''Start'''> '''Run'''> '''fsmgmt.msc''' to check open files - all SME files must be closed.
 +
<br>5. You can skip the stop service steps if you can reboot your server.
 +
<br>6. Do '''Start'''> '''Programs'''> '''Microsoft SQL Server 2005/2008'''>''' Configuration Tools'''> '''SQL Configuration Manger'''
 +
<br>7. Stop the MSSQL service and the SQL Server FullTextSearch Services.
 +
<br>[[File:STopMSSQL.png]]
 +
<br>8. Your MS SQL Server instance name may be different.
 +
<br>9. Copy your database folder to a back up location.
 +
<br>10. Restart the ‘SQL Server’ and the ‘SQL Server FullTextSearch’ services.
 +
<br>11. Download the ‘SME_SQLinkUpdater.exe’ from the following link.
 +
<br>http://high5software.com/downloads/sme72/SME5andSQLinkSetupUpdater.exe   
 +
<br>12. Launch the SME_SQLinkUpdater.exe by double clicking or right clicking and selecting '''Open'''.
 +
<br>13. Accept the license agreement and click '''Next'''
 +
<br>[[File:LicensingAgreementUpdate.png]]
 +
<br>14. Browse to the location of your SME/High5Software folder and click '''Next'''.
 +
<br>[[File:BrowseToLocation.png]]
 +
<br>15. You should see the following message. If you ‘Do Not’ see this message click the '''Back''' button and check your path. It '''MUST''' be the same as your SME/High5Software path. Your installation folder may be in a different location. You can locate the location by right clicking on your SME 5 shortcut and selecting either ‘Find Target’ or ‘Open File Location’
 +
<br>[[File:FolderExists.png]]
 +
<br>16. Answer ‘Yes’ to the message.
 +
<br>17. Select the Components to be installed:
 +
<br>[[File:SelectComponents.png]]
 +
<br>18. Click the check boxes if you want to create the desktop and Quick Launch icons. This is not necessary for most updates.
 +
<br>[[File:SelectAdditionalTasks.png]]
 +
<br>19. Click '''Next'''
 +
<br>20. Review the following installation information. Make sure that the install path is to your SME 5 program folder.
 +
<br>[[File:ReadyToInstall.png]]
 +
<br>21. Click '''Install''' if everything is correct.
 +
<br>[[File:Installing.png]]
 +
<br>22. The update will install. You will see the following indicating that the installer has completed.
 +
<br>[[File:Finish.png]]
 +
<br>23. Click '''Finish'''
  
−
# Open MS SQL Management Studio and run the following queries:
 
  
−
* To check if ‘clr’ is enabled – if not enabled proceed to step b
+
<h3>Applying the Update</h3>
 +
SME will launch and will open with the following message.
 +
<br>[[File:UpdateMessage.png]]
 +
<br>Click '''Yes'''.
 +
<br>You will be prompted for the Update Password. Enter '''verify630''' and click OK
 +
<br>[[File:EnterPasswordVerify.png]]
 +
<br>You will be prompted to back up SME.
 +
<br>[[File:BackupWarning.png]]
 +
<br> Click '''Yes''' to backup and SME will back up the database
 +
<br>[[File:RunningbackupQuery.png]]
 +
<br>SME will rebuild the library and begin to update.
 +
<br>[[File:ProcessingDefaults.png]]
 +
<br>When the database processing is completes click '''Done'''
 +
<br>[[File:FinishedBackingUp.png]]
 +
<br>The SME will update the tables. You will be notified that updates are to be preformed to your data.
 +
<br>[[File:INformationwindow.png]]
 +
<br> Answer ‘Ok’ to the prompt.
 +
<br>SME will begin processing the data. You will see various info windows:
 +
<br>[[File:VariousUpdateWindows.png]]
 +
<br> SME will perform the updates. This can take a considerable length of time with large data files.
 +
<br>Update will be completed when you see the following message:
 +
<br>[[File:UpdatesAreApplied.png]]
 +
<br> Click '''Ok'''. Users can begin using SME 7.2.
  
−
SELECT name,description, value_in_use
+
<h3>Updating SQLink QBFC program </h3>
 +
<br>If you are using SQLink you will need to update the Intuit QBFC program
 +
<br>Download the latest QBFC program from the following link
 +
<br>http://high5software.com/downloads/QB/QBFC11_0Installer.exe
 +
<br>This installer must be run on all client computers where SQLink is running
 +
<br>
 +
<br>
 +
<h3>Notes: To obtain exclusive access</h3>
 +
<br>
-  The easiest method is to attempt to rename the SME executable sme5.exe to sme5.old.exe if you cannot rename someone is still in SME.
 +
<br>-  The second most reliable way is to reboot the server. This will force all connections to the database to be closed.

 +
<br>-  Alternate method is to run the following query in MS SQL Management Studio
 +
<br>
-          Open Management Studio
 +
<br>
-          New Query
 +
<br>
-          Paste the following into management Studio
  
−
FROM sys.configurations
+
<br>USE master;
 +
<br>GO
 +
<br>ALTER DATABASE [dbname]
 +
<br>SET SINGLE_USER
 +
<br>WITH ROLLBACK IMMEDIATE;
 +
<br>GO
 +
<br>ALTER DATABASE [dbname]
 +
<br>SET MULTI_USER;
 +
<br>GO
  
−
WHERE name = 'clr enabled'
+
<br>-          Type your database name between the brackets [mydatabase]
−
 
+
<br>
-          Click the Execute query button
−
'''and value_in_use = 1'''
+
<br>
-          Close Management Studio

−
 
+
<br>-         Proceed with the update
−
* If the ‘clr’ is enabled you will see the following in the results window:
 
−
 
 
−
[[File:ResultsWindow.png]]
 
−
c. If you do not see the above message ‘clr’ is not enabled and you will need to run the following query:
 
−
 
 
−
sp_configure 'show advanced options', 1;
 
−
 
 
−
GO
 
−
 
 
−
RECONFIGURE;
 
−
 
 
−
GO
 
−
 
 
−
sp_configure 'clr enabled', 1;
 
−
 
 
−
GO
 
−
 
 
−
RECONFIGURE;
 
−
 
 
−
GO
 
−
 
 
−
<br>2. Close Management Studio
 
−
 
 
−
<br>3. SME requires exclusive access to the database while performing the update. To ensure that  the database is available for exclusive access run the following SQL query:
 
−
 
 
−
USE master;
 
−
 
 
−
GO
 
−
 
 
−
ALTER DATABASE dbName
 
−
 
 
−
SET SINGLE_USER
 
−
 
 
−
WITH ROLLBACK IMMEDIATE;
 
−
 
 
−
GO
 
−
 
 
−
ALTER DATABASE dbName
 
−
 
 
−
SET MULTI_USER;
 
−
 
 
−
GO
 
−
 
 
−
 
−
 
 
−
<br>4. Close Management Studio
 
−
 
 
−
 
−
 
 
−
Should you require assistance High 5Software is available to assist with your MS SQL configuration.
 
−
 
 
−
 
 
−
'''Installing the SME 7.1 update'''
 
−
 
 
−
*    Log onto the server or computer hosting the SME database.
 
−
*    Log all users out of SME 7.0.
 
−
*    Close SQLink if used.
 
−
*    Do Start> Run> fsmgmt.msc to check open files - all SME files must be closed.
 
−
*    You can skip the stop service steps if you can reboot your server.
 
−
*    Do Start> Programs> Microsoft SQL Server 2005/2008> Configuration Tools> SQL Configuration Manger
 
−
*    Stop the MSSQL service and the SQL Server FullTextSearch Services.
 
−
*    Your MS SQL Server instance name may be different.
 
−
*    Copy your database folder to a back up location.
 
−
*    Restart the ‘SQL Server’ and the ‘SQL Server FullTextSearch’ services.
 
−
*    Download the ‘SME_SQLinkUpdater.exe’ from the following link.
 
−
*    [http://high5software.com/downloads/sme71/SMESQLinkUpdater.exe http://high5software.com/downloads/sme71/SMESQLinkUpdater.exe]
 
−
*    Launch the SME_SQLinkUpdater.exe by double clicking or right clicking and selecting ‘Open’.
 
−
**        Accept the license agreement and click '''Next'''
 
−
**        Browse to the location of your SME/High5Software folder and click Next.
 
−
**[[File:BrowseToLocation.png]]
 
−
**You should see the following message. If you Do Not see this message click the ‘Back’ button and check your path. It Must be the same as your SME/High5Software path.
 
−
**Click '''Yes''' to the message.
 
−
**Select the Components to be installed:
 
−
**[[File:SelectComponents.png]]
 
−
**Click the check boxes if you want to create the desktop and Quick Launch icons. This is not necessary for most updates.
 
−
**Click '''Next'''
 
−
**Review the following installation information. Make sure that the install path is to your SME 5 program folder.
 
−
**[[File:ReadyToInstall.png]]
 
−
**Click '''Install''' if everything is correct. The update will install.
 
−
**You will see the following indicating that the installer has completed.
 
−
**[[File:Finish.png]]
 
−
**Click '''Finish'''.
 
−
 
 
−
'''Applying the Update:'''
 
−
 
 
−
*SME will launch and will open with the following message.</span>
 
−
[[File:UpdateMessage.png]]
 
−
*    You will be prompted for an Update password: '''verify630'''
 
−
*    Answer '''Yes'''
 
−
*    SME will install the ‘clr’ routines library
 
−
*    [[File:RebuildingLibrary(1).png]]
 
−
*    When the routines library is installed you will be prompted to apply the update. Click Yes
 
−
*    You will be prompted to back up SME.
 
−
*    [[File:BackupWarning.png]]
 
−
*    Click '''Yes''' to backup and SME will back up the database.
 
−
*    SME will once again rebuild the library and begin to update.
 
−
*    When the database processing is completes click '''Done'''
 
−
*    The SME will update the tables.
 
−
*    You will be notified that updates are to be preformed to your data.
 
−
*    [[File:INformationwindow.png]]
 
−
*    Answer Ok to the prompt.
 
−
*    SME will begin processing the data:
 
−
*    [[File:UpdatingProcessingContacts.png]]
 
−
*    SME will perform the updates. This can take a considerable length of time with large data files.
 
−
*    Update will be completed when you see the following message
 
−
*    [[File:UpdatesAreApplied.png]]
 
−
*    Click '''OK'''
 
−
*    Users can begin using SME 7.2.
 

Latest revision as of 15:47, 9 November 2012

The Upgrade executable is available from the following download link. Download it and save it to your SME5 program folder.
http://high5software.com/downloads/sme72/SME5andSQLinkSetupUpdater.exe


1. Go to your server or computer hosting the SME database. If you have a Data Server the update must be run from the Data Server and is launched from the Application Server
2. Browse to your SME executable folder
3. Test if all users are out of SME by attempting to temporarily renaming the sme5.exe to sme5.exe.old
--If you cannot rename it all users are not out of SME and the update will fail
--Once you can rename the executable – rename it back to sme5.exe
--SME must have Exclusive access to the database - see notes below


Should you require assistance High 5Software is available to assist with your MS SQL configuration.

Installing the SME 7.2 update


1. Log onto the server or computer hosting the SME database.
2. Log all users out of SME 7.1.
3. Close SQLink if used.
4. Do Start> Run> fsmgmt.msc to check open files - all SME files must be closed.
5. You can skip the stop service steps if you can reboot your server.
6. Do Start> Programs> Microsoft SQL Server 2005/2008> Configuration Tools> SQL Configuration Manger
7. Stop the MSSQL service and the SQL Server FullTextSearch Services. 
STopMSSQL.png
8. Your MS SQL Server instance name may be different.
9. Copy your database folder to a back up location.
10. Restart the ‘SQL Server’ and the ‘SQL Server FullTextSearch’ services.
11. Download the ‘SME_SQLinkUpdater.exe’ from the following link.
http://high5software.com/downloads/sme72/SME5andSQLinkSetupUpdater.exe
12. Launch the SME_SQLinkUpdater.exe by double clicking or right clicking and selecting Open.
13. Accept the license agreement and click Next
LicensingAgreementUpdate.png
14. Browse to the location of your SME/High5Software folder and click Next.
BrowseToLocation.png
15. You should see the following message. If you ‘Do Not’ see this message click the Back button and check your path. It MUST be the same as your SME/High5Software path. Your installation folder may be in a different location. You can locate the location by right clicking on your SME 5 shortcut and selecting either ‘Find Target’ or ‘Open File Location’
FolderExists.png
16. Answer ‘Yes’ to the message.
17. Select the Components to be installed:
SelectComponents.png
18. Click the check boxes if you want to create the desktop and Quick Launch icons. This is not necessary for most updates.
SelectAdditionalTasks.png
19. Click Next
20. Review the following installation information. Make sure that the install path is to your SME 5 program folder.
ReadyToInstall.png
21. Click Install if everything is correct.
Installing.png
22. The update will install. You will see the following indicating that the installer has completed.
Finish.png
23. Click Finish


Applying the Update

SME will launch and will open with the following message.
UpdateMessage.png
Click Yes.
You will be prompted for the Update Password. Enter verify630 and click OK
EnterPasswordVerify.png
You will be prompted to back up SME.
BackupWarning.png
Click Yes to backup and SME will back up the database
RunningbackupQuery.png
SME will rebuild the library and begin to update.
ProcessingDefaults.png
When the database processing is completes click Done
FinishedBackingUp.png
The SME will update the tables. You will be notified that updates are to be preformed to your data.
INformationwindow.png
Answer ‘Ok’ to the prompt.
SME will begin processing the data. You will see various info windows:
VariousUpdateWindows.png
SME will perform the updates. This can take a considerable length of time with large data files.
Update will be completed when you see the following message:
UpdatesAreApplied.png
Click Ok. Users can begin using SME 7.2.

Updating SQLink QBFC program


If you are using SQLink you will need to update the Intuit QBFC program
Download the latest QBFC program from the following link
http://high5software.com/downloads/QB/QBFC11_0Installer.exe
This installer must be run on all client computers where SQLink is running

Notes: To obtain exclusive access



- The easiest method is to attempt to rename the SME executable sme5.exe to sme5.old.exe if you cannot rename someone is still in SME.
- The second most reliable way is to reboot the server. This will force all connections to the database to be closed.

- Alternate method is to run the following query in MS SQL Management Studio

- Open Management Studio

- New Query

- Paste the following into management Studio


USE master;
GO
ALTER DATABASE [dbname]
SET SINGLE_USER
WITH ROLLBACK IMMEDIATE;
GO
ALTER DATABASE [dbname]
SET MULTI_USER;
GO


- Type your database name between the brackets [mydatabase]

- Click the Execute query button

- Close Management Studio

- Proceed with the update

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