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faq:updating_system_five

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Process for Updating System Five

First, before doing the update, we recommend that you perform a backup of both your data files and your bin files first. To understand how to backup your data and what files are needed to be backed up, please review the following backup article

To perform an update to System Five:

Make sure everyone is logged out of System Five. For other Windward applications such as polling, WEAR and stand-alone sync the remote data first before any updates. We strongly recommend if you have special modules such as Polling, Standalone, WEAR call our customer care support hotline 1-800-663-5750 or book a time with our team to assist you on this process.

1: Log into System Five on your server and choose the top menu item “Utilities” and then choose the FTP update option:

  • If you receive a security prompt showing Windward Software as the publisher of the liveup.exe program, choose the “Run” button.

2: The system will automatically choose the fastest connection for the FTP update. Normally, passive FTP is enabled by default, but if you are experiencing issues connecting through firewalls, etc., un-check passive. Click the “Download” button to continue.

3: You will be prompted to enter in your e-mail address so that we can note who has updated. Click “Next” button to continue.

4: You will be prompted to choose which version you would like to update to. The current released version is 6.2.2.xx and we would recommend that you update to this version unless instructed to do otherwise. We also recommend that users who are running versions of System Five prior to 6.1.2.x must perform first a training upgrade.Read more about Upgrade vs Update

Version information will be displayed to the user. The system will automatically choose the options which it feels needs to be updated. One can manually override the system by checking or un-checking the different update components. Click the “Next” button to continue.

If you have version 6.2.2.152 or greater you can choose to just apply a Windward Payroll update and do not have to update Windward System Five at the same time.

5: As the update is being downloaded, the user is informed of the download progress via the status bar.

6: Also note the update message. This contains information about the particular version and information on enhancements.

7: Once the update is finished downloading, the user is prompted with a message to ensure that everyone is logged out of the system. Typically, we have the users logged put of the system before we begin the update process, but if download speeds are slow, then all users can continue to work in System Five until this point.

8: If the update completed successfully, the user will be notified.

9: Once completed, click the “Finish” button and re-start System Five

faq/updating_system_five.1577753984.txt.gz · Last modified: 2019/12/30 16:59 (4 years ago) by kevin