RemoteDesk.Net - RemoteDesk - Upgrade Instructions

RemoteDesk Upgrade Instructions

BEFORE INSTALLING THIS UPDATE:

Back up your RemoteDesk data and program files before conversion should you have to restore it for any reason. Make a backup copy of the \database folder. This contains all of your RemoteDesk data.

If you have live data, do not install this version. Customer Care members will be given a special link that includes conversion tables for your data, plus we will provide you with a utility which will allow your remotes to update concurrently. This is for new installations only.

ALL RemoteDesk databases, Administrator and Remote sites must be converted at the same time. Different versions of software are not compatible.

Ensure that ALL outstanding order batches are sent from the remote sites and posted through to your accounting system before beginning the update process. Once this version is installed, previous batches will no longer import.

The RemoteDesk Maintenance function should be run to purge all archives and audit logs. If you want to back these up before purging, make a copy of the folder \remotedesk\archive which contains all of the archived send files. As well all of the audit reports should be purged. If you backup your data first, the audit reports will also be backed up for future reference. The formats will no longer match the new database.

AFTER INSTALLING THIS UPDATE:

You must refresh the tables because the Customer, Ship-to and item data tables are cleared during the conversion process. Therefore you must send from Administrator the Customer, Lookup Tables and Inventory Items again when you are registering or communicating with them. Update RemoteDesk data from ACCPAC - Using the Import program. See chapter 6 for more information.

If you use customized Order, Quote or Invoice print forms at the Administrator or Remote sites, they must be converted through Seagate Crystal Reports to the new version 7 database. See the separate steps. DETAILS, PROVIDE WAY TO DISTRIBUTE THEM

If you use RemoteDesk User ID’s and passwords, to allow a user ID to access the new function called "Web" from the Process menu bar, The user ID requires this function be added to their access list.

Versions prior to 3.0 are not compatible with this new version. You must first; uninstall the old system (use icon provided in system) and then re-install the new version.

Btrieve Note: If your accounting system is using a Btrieve database, you must also run \setup\setup1.exe on the CD to install Windows components for it.

How To Install:

To install, insert the CD into your CD Rom drive, select START from the Windows menu bar, Select RUN and type; E:\SETUP.EXE, where E corresponds to your CD Rom Drive. Then follow the instructions of the screen. To login, simply enter your serial numbers at the prompt. It is recommended before upgrading, that you back up your original system data in case problems occur during the installation or conversion procedure. Do not load the new version until after you have completed all month-end procedures.

RemoteDesk is fast, easy and economical!