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Upgrade Inform

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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 your Inform software. Each upgrade contains all previous versions. Upgrade announcements are made on the DDI News Feed located above the Calendar upon log in.

This article covers the following topics:

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.
*After the upgrade downloads, make sure you log out of Inform as well.
*Make sure you run the install as the default DDI Administrative user.

  1. Log into Inform from the database server.

  2. Go to Utilities > Install Upgrade.

  3. Click Upgrade

    After the download finishes, InstallShield Wizard launches.

      1. Log out of Inform ERP
      2. Follow the prompts, and click Next.
      3. Select the Client and Server option.
      4. Leave the Launch DDI Inform option marked, and then click Finish.

    The database upgrade launches.

    1. Do not interrupt this process under any circumstances. At moments the box may look idle; it is not.
    2. Do not log into Inform until this process ends.

    When the black box closes, the server upgrade is complete.

Upgrade the database

No additional steps required.

Upgrade the Inform ERP client workstation

After the server installation is completed, you can upgrade individual workstations.

  1. Log in to Inform.

    The InstallShield Wizard launches.

  2. Follow the prompts, and click Next.
  3. Select the Client Only option.

    When the InstallShield finishes its process, 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

  1. Log onto the server remotely.
  2. Log into Inform.
  3. Follow the Client Workstation Installation steps above.
  4. Upon completion, all remote users can log in to Inform.

Troubleshooting upgrade

If you encounter problems with your upgrade, complete the following troubleshooting steps prior to contacting Customer Care:

  1. Make sure Windows is up to date. See Windows Update: FAQ.
  2. Make sure all users are logged out of Inform. Check Utilities > System Users and Locks.
  3. Make sure you are running the install while logged in as the DDI Administrative user, which was defined during your initial implementation,

    If you forgot your DDI Administrative user information, then

    1. Run Inform,
    2. On the Login pop-up, click Connection Update.

    3. Click Connection Update

    4. Look at the Connection Name, This is your default DDI administrative user, typically set up as ddiadmin (not case sensitive).
    5. For more details, click Edit.

      If you don't know the password, check with your local administrator.

    6. Click Exit.
    7. Back in the Login pop-up, make sure that the default user is selected in Connection Name. Type the Password, and click Login.
  4. Make sure your anti-virus software is not blocking the download of the upgrade files.
  5. 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.

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