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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.
*Make sure you run the install while logged in as an account with Windows Administrative rights.

  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. Follow the prompts, and click Next.
      2. Select the Client and Server option.
      3. 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 white box closes, the server upgrade is complete.

Upgrade the Inform ERP client workstation

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

  1. Log in to Inform.

    Message that Inform is on a different version will appear. Click OK.

    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.

Upgrade your eCommerce site

If you are using one of our eCommerce integrations other than eCommerce Pro, please contact Customer Care so that a member of our Support team can upgrade your website after you have completed the upgrade on the server and client workstations.

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 your anti-virus software is not blocking the download of the upgrade files.
  4. 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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