DDI System offers frequent updates to expand our feature offering, enhance existing functionality, and address issues as they arise. When available, you can download and install the most recent version of Inform software. Each upgrade contains all previous versions. Upgrade announcements are made on the DDI News Feed located above the Calendar upon log in.
Upgrade to version 24 or higher
There are new screens in the wizard for versions 24 and later. The upgrade process is faster with enhancements.
Upgrade the Inform ERP server
Before you begin
• Review available change logs and release notes.
• Plan for the download to take approximately 10 to 30 minutes.
• During this time, make sure all other users are logged out of the system.
• Make sure you run the install while logged in as an account with Windows Administrative rights.
The process is similar to previous version upgrades but enhanced for faster upgrade times.
1. Log into Inform from the database server.
2. Navigate to Utilities > Install Upgrade.
3. Click Upgrade.
4. Click Next and accept the terms.
5. There are new screens in the wizard.
Custom Setup
- The Wizard offers these options:
- Basic Inform Upgrade Options (no integrations)
- Inform Client
- Inform Server Components
- Inform Database Upgrade
- Inform Upgrade with Integrations
- Inform Web Client (InformMobile)
- Companion Product Connector (EcommercePro/ePOD/QuickOrder)
- Basic Inform Upgrade Options (no integrations)
- Click the drop down next to each service you want to deselect.
- Click the option Entire feature will be unavailable.
Note: The installer includes the features that could be installed. Inform Server Components and Inform Database are not available to install on a client workstation. Inform Web Client and Companion Product Connectors are listed if IIS is detected. If your IIS is on a separate server than Inform, you must run the setup.exe and deselect Inform Client, Inform Server Components, and Inform Database Upgrade.
6. The installer prepares to run the upgrade. If any users are logged into Inform a warning will appear.
User Credentials
7. When prompted for credentials (Domain/UN/PW), use the Windows user listed in the Inform Connection Configuration Credentials. The permissions to log on as a service is applied to this user during the upgrade.
The Upgrade
The front end upgrade is quicker. Billboards have been removed, updated and relocated to the database upgrade. When the upgrade is complete, the installer completes the process.
If upgrading to version 24 for the first time, the Connection Monitor icon is added to the server desktop.
Note: This is only used by InformMobile users.
Click here for more information on InformMobile.
If you do not have InformMobile/Cloud, Ecommpro, ePOD, or Quickorder, the dialog box shows the installation is finished. Click Finish.
Otherwise continue to the next section for the next step.
Ecommerce2 and/or MobiOrder users: Call support to upgrade your sites.
Web Client Sites Dialog Box (Will appear for InformMobile/Cloud Users Only)
This is for customers that have the following productivity boosters: InformMobile/Cloud, Ecommpro, ePOD, and QuickOrder. The system will automatically know to run this portion of the upgrade because it detects IIS.
If a customer has InformMobile/Cloud, when the Inform upgrade (frontend and backend) is complete the Select Inform Web Client Sites window opens.
- Select the correct site by checking the box next to the file of your site. Once selected it remains selected.
- Click OK.
- This files needed for the InformMobile/Cloud site are replaced.
Note:
If the wrong file is selected, you will see the following warning:
Selecting NO will give you the option to deselect the invalid site or back out of the Companion Product Connector selection and select to not upgrade this option. You will see this warning if you selecting an option for your Ecommerce2 or Mobi order sites. Contact support to assist in upgrading your companion products.
Companion Product Connectors Dialog Box (for EcommPro, ePod, and QuickOrder Users Only)
If a customer has InformMobile/Cloud, when the Web Client completes the upgrade process, the Companion Product Connectors Sites dialog opens. It includes the same files, but has different selections for EcommPro, ePod, and QuickOrder.
When the Companion Product Connectors are done, the entire upgrade process is complete, with the exception of ecommerce2 and mobi users. These users must contact support.
IIS Located on a Different Server
If your IIS is on a separate server than Inform, you will need to run the setup.exe and deselect Inform Server Components and Inform Database Upgrade as instructed below:
- Click the drop-down next to each service you want to deselect.
- Click the option Entire feature will be unavailable
- Click Next.
- The system runs the upgrades for the options selected as described above.
Upgrade the Inform ERP client workstation
After the server installation is completed, you can upgrade individual workstations.
- Log in to Inform.
A message that Inform is on a different version is displayed. Click OK.
The InstallShield Wizard launches.
- Follow the prompts, and click Next.
- System detects that you are upgrading a workstation and no selection or change of options in Custom Setup is required. Click Next.
The front end upgrade is quicker. Billboards have been removed, updated and relocated to the database upgrade. When the upgrade is complete, the installer completes the process.
When the InstallShield finishes, the upgrade is complete on the workstation.
Upgrade remote users
Remote users connect to a server and therefore do not require individual workstation upgrades.
Upgrade a terminal server
- Log onto the server remotely.
- Log into Inform.
- Follow the Client Workstation Installation steps above.
- Upon completion, all remote users can log in to Inform.
Upgrade eCommerce2/InformMobile site
If you are using one of our eCommerce integrations other than eCommerce Pro or InformMobile, contact Customer Care so a member of our Support team can upgrade your website after you have completed the upgrade on the server and client workstations.
Troubleshooting
If you encounter problems with your upgrade, complete the following troubleshooting steps prior to contacting Customer Care:
- Make sure Windows is up to date. See Windows Update: FAQ.
- Make sure all users are logged out of Inform. Check Utilities > System Users and Locks.
- Make sure your anti-virus software is not blocking the download of the upgrade files.
- If you have problems with a client workstation upgrade, then make sure the Windows user has permission to access the upgrade path on the server. Open the Company Master and review the Software Upgrade Path. Attempt to run directly to that same path in Windows.
If upgrade still does not complete as expected after following these steps, then contact Customer Care.