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system5_upgrade

Below is information on how to update System Five to Version 6.0

Upgrade Instructions

There are several important steps that need to be completed when performing a major upgrade to System Five:

  • We strongly recommend upgrading your TRAINING dataset before upgrading your LIVE dataset. The TRAINING upgrade is a “dry run” that will allow you to try the upgrade without affecting your LIVE system, record how long it takes, and validate that it completes successfully.
  • We recommend producing reports from LIVE System Five in advance of the TRAINING upgrade to clean and record the state of your data (see Upgrade Instructions). Once the reporting steps are completed on your LIVE dataset, immediately make a backup copy which can be used as your TRAINING dataset (see Upgrade Instructions). You will use these reports as a comparison to the same reports which will be produced after the TRAINING upgrade. The reporting will verify the data conversion was successful and give you peace of mind for the LIVE upgrade. When the TRAINING update is completed successfully, you can proceed to upgrade the LIVE with confidence.




System Five TRAINING Upgrade (to meet PCI Requirements)

Before upgrading to System Five version 6.0, you will need to be running Pervasive 10. Call your account manager for information about the upgrade to Pervasive 10.

Note: On Step #6 below if you are presented with a Expired License Code message, and aren't able to update, you will have to call in to your Account Manager and purchase software renewals. To begin the process of updating System Five to Version 6.0, please follow these procedures step by step:

1. Start by running the required reports in your LIVE System Five. The reports will verify the integrity of your data before and after the upgrade. click here for the reports that need to be run.

2. Once you have run all of the reports, verify there are no integrity errors. Any unusual integrity errors need to be resolved before upgrading. See <wiki link> for instructions on resolving Integrity errors.

3. After integrity issues are fixed and the reports are run against current data, you need to make a backup of your LIVE System Five Data. How to backup System Five Data. Note: EVERYONE will have to be logged out of System Five when doing a backup

4. You will use the new backup as the TRAINING dataset to perform the “dry run” upgrade on. You will upgrade your LIVE System Five dataset after a successful upgrade to the backup TRAINING dataset. How to create a Training Dataset

5. When you have your TRAINING dataset updated with the backup of the current LIVE dataset, you are ready to do the update to the TRAINING dataset.

6. Login to System Five Training, and navigate to the Utilities and then System Five FTP Update.


7. On the next screen, choose ftp.windward-ca.com. This is the server you will be downloading the update from.

8. Next, you will have two options when downloading the update, private or public. You MUST choose Private. Private is V6.0. Public is V5.42. If Private is not an option, please call Support. This means the version 6.0 license codes have not been generated for your company. Inform Support that you require version 6 license codes to perform the PCI upgrade. They will check your account information and provide assistance or may involve your Sales representative.

9. Once Private is selected as in Step 8, System Five will begin downloading the version 6.0 updates. It will begin downloading updates in stages 1 of 8.

10. After System Five finishes downloading the updates. You will get a message saying, “updates have been installed successfully, please restart System Five.

11. Log out and restart System Five. Once restarted, you will be presented with an Upgrade to new version window. Select Upgrade to new version.

12. The next window will feature a checkbox named “Enforce PCI Requirements”. Please verify that this checkmark is CHECKED and click next.

13. System Five will ask you to make a backup. You can select skip, as you should have made a backup prior to starting the TRAINING upgrade.

14. Once System Five has checked all the files, it will undergo the re-encrypting credit card section of the update. Please note that this part of the update takes the longest to finish and the duration depends on the size of your dataset

15. When completed, System Five will prompt you with a message stating how long it took to complete the update. Click ok and restart System Five.

16. When logging into System Five for the first time after the upgrade, you will be prompted to change your password.

17. Once you've changed your password, you will install your System Five License Code. You will see the option named Install License code from web. Choose this option for System Five to automatically grab your license code from your mywindward site.

18. After your license code has been installed, restart System Five and log in. You have successfully upgraded System Five TRAINING to version 6.0

19. The next step is to re-run the reports recommended in Step #1. Compare the new report results with the report results from those produced before the update. If the reporting results are the same, you can proceed with your Live update.

Note: If some of the reports do not match, check what report it is and check invoices, inventory, etc. If you need assistance, please call Support.


System Five LIVE Upgrade (to meet PCI Requirements)

You are now ready to upgrade your LIVE System Five dataset. At this point:
- Your training should be upgraded to version 6.0
- Your reports should have matching results

Once these two requirements have been met, you will backup your LIVE data and upgrade your LIVE System Five Data to version 6.0.

Note: Before updating System Five, you must have Pervasive 10 installed. If you do not, call your Sales Account Manager for information.

Follow these procedures:

1. Sign into System Five on the Server as Administrator.


2. Once signed into System Five, navigate to the Utilities option, on the top navigation menu.


3. You may be presented with a choice in servers to use for the update. Choose ftp.windward-ca.com as the server.


4. On the next screen, you will have two options when downloading the update, private or public. You MUST choose Private. Private is V6.0. Public is V5.42.


5. At this point, System Five will ask if you want to update training first. Click no, as you should have already updated training before.


6. Once you've selected “private” as in Step 5, System Five will begin downloading all the version 6.0 updates. It will begin downloading with stage 1 of 8.


7. After System Five finishes downloading the updates, it will apply these updates itself. Then you will get a message saying, “updates have been installed successfully, please restart System Five.


8. Log out and restart System Five. Once restarted, you will be presented with an Upgrade to new version window. Select Upgrade to new version.


9. The next window will feature a checkbox named “Enforce PCI Requirements”. Please verify that this checkmark is CHECKED and click next.


10. System Five will ask you to make a backup. You can select skip, if you made a backup of your LIVE dataset prior to starting the update.


11. System Five will prompt you with an estimated time of completion for the update. Click ok, and System Five will check all your BTR files and rebuild them for the 6.0 conversion.


12. Once System Five has checked all the files, it will undergo the re-encrypting credit card section of the update. Please note, this part of the update, takes the longest to finish and the duration depends on the size of your dataset.


13. After System Five has completed re-encrypting credit card data, System Five will convert transactions and purchasing information to version 6.0


14. When completed, System Five will prompt you with a message stating how long it took to complete the update. Click ok and restart System Five.


15. When logging into System Five for the first time after the update, you will be prompted to change your password.


16. Once you've changed your password, you will install your System Five License Code. You will see the option named Install License code from web. Choose this option for System Five to automatically grab your license code from your mywindward site.


17. After your license code has been installed, restart System Five and log in. You have successfully completed the LIVE upgrade of System Five to version 6.0.

system5_upgrade.txt · Last modified: 2017/05/10 21:06 by cparagoso