system5_upgrade
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— | system5_upgrade [2017/05/10 21:06 (7 years ago)] (current) – created cparagoso | ||
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+ | Below is information on how to update System Five to Version 6.0 | ||
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+ | **__Upgrade Instructions__** | ||
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+ | 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**. | ||
+ | * **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). | ||
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+ | **__System Five TRAINING Upgrade (to meet PCI Requirements)__** \\ | ||
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+ | 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. \\ | ||
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+ | //**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: \\ \\ | ||
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+ | **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. [[http:// | ||
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+ | **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. | ||
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+ | **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. [[hthttp:// | ||
+ | Note: **EVERYONE** will have to be logged out of System Five when doing a backup | ||
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+ | **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. | ||
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+ | **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. | ||
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+ | **6.** Login to **System Five Training**, and navigate to the **Utilities** and then **System Five FTP Update**. | ||
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+ | **7.** On the next screen, choose **ftp.windward-ca.com**. | ||
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+ | **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**. | ||
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+ | **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.** \\ | ||
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+ | **10.** After System Five finishes downloading the updates. You will get a message saying, “**updates have been installed successfully, | ||
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+ | **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**. | ||
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+ | **12.** The next window will feature a checkbox named “**Enforce PCI Requirements**”. Please verify that this checkmark is **CHECKED** and click **next**. | ||
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+ | **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. | ||
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+ | **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** | ||
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+ | **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**. | ||
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+ | **16.** When logging into System Five for the first time after the upgrade, you will be prompted to **change your password**. | ||
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+ | **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. | ||
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+ | **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 | ||
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+ | **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. | ||
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+ | **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. | ||
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+ | **__System Five LIVE Upgrade (to meet PCI Requirements)__** \\ | ||
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+ | 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** \\ | ||
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+ | Once these two requirements have been met, you will **backup** your LIVE data and upgrade your **LIVE** System Five Data to version 6.0. \\ | ||
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+ | **Note:** Before updating System Five, you must have **Pervasive 10** installed. If you do not, call your **Sales Account Manager** for information. \\ | ||
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+ | Follow these procedures: \\ | ||
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+ | **1.** Sign into **System Five** on the **Server** as **Administrator**. | ||
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+ | **2.** Once signed into **System Five**, navigate to the **Utilities** option, on the top navigation menu. | ||
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+ | **3.** You may be presented with a choice in servers to use for the update. Choose **ftp.windward-ca.com** as the server. | ||
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+ | **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**. | ||
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+ | **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. | ||
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+ | **6.** Once you've selected " | ||
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+ | **7.** After **System Five** finishes downloading the updates, it will apply these updates itself. Then you will get a message saying, " | ||
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+ | **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**. | ||
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+ | **9.** The next window will feature a **checkbox** named " | ||
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+ | **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. | ||
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+ | **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**. | ||
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+ | **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**. | ||
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+ | **13.** After **System Five** has completed **re-encrypting credit card data**, **System Five** will convert transactions and purchasing information to version **6.0** | ||
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+ | **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**. | ||
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+ | **15.** When logging into **System Five** for the first time after the update, you will be **prompted** to **change your password**. | ||
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+ | **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. | ||
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+ | **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 (7 years ago) by cparagoso