From NewHaven Software Wiki

Revision as of 23:03, 16 March 2015

Prep

• Whats New in 10.0 - Review the 10.0 Release Notes
• Custom Reports and Forms - Please consider installing a test version of 10.0 to confirm they will work with 10.0. If there are any issues, please contact NewHaven Software Support to contract any necessary fixes.
• Custom Integrations - NewHaven will keep all standard integrations current including those with UPS, FedEx, Endicia, Peachtree, and payment gateways. If you have developed any integrations of your own, please consider installing a test version of 10.0 to confirm they will continue to work. Please contact NewHaven Support if you'd like assistance with setting up or updating your test environment.
• Database Connections - If you have any database connections to CMS that are using the dbo database user credentials, they must be switched to the cmsuser credentials or your connections will fail. We recommend updating these before installing 10.0 to ensure no connection errors.
  • The default password for cmsuser is case sensitive and is CMSUser. As part of your PA-DSS Implementation this password should have been changed long ago, but, if you are still using it, be sure that you have the case correct. The most common use of an ODBC connection to your database is for keyed imports from UPS Worldship, it's ODBC connections named CMSPackages and CMSPackagesExport.

Install

Go HERE for information on installing a test environment.

1. Get everyone out of CMS (TIP: delete the file CMSNET.dat to confirm all users are logged out)
2. Update your server - This process should take ~10 min. Upgrades from versions earlier than 8.x are not supported and, in such cases, an intermediate update to 8.0 will be necessary.
   1. Verify you can log into CMS without error
3. Update workstations - Only necessary for Windows 8.x workstations

After Install

Required

Reiterating the above, if you have any workstations running Windows 8.x, you'll need to run a CMS workstation update on each to ensure the database drivers have been updated. No need to update workstations running operating systems other than Windows 8.x. This workstation update is run using the same installer software that was used to update your server.

Otherwise there are no post-update steps required.

Recommended (optional)

Changes or settings worth examining shortly after updating (if you've not already done so in a test environment):

1. Last Card Used - If CMS is configured to recall the last credit card used, in such situations a new dialog message comes up asking if you want to use the card ending in XXXX (displaying last four digits.) If yes, the card will come over masked (cannot be unmasked) or, if you say no, you can proceed with entering a new payment. Previous versions would have just recalled the payment without telling you the last four and, if it was not the one you wanted, you would have had to delete the payment.
2. Manifest Changes - A few changes here worth reviewing before turning your shipping dept. loose on it for the first time.
   1. We've changed the way shipping methods are selected in the Manifest and added features to allow the setting of carrier pickup dates.
   2. Also, if you have multiple shipping stations using the Manifest, the default is now that each station will only show its own packages instead of a master list of all manifested packages.
   3. See a full list of Manifest changes in our [Release Notes]
3. CMS v10 supports 'Active' flags now which are on by default. Removing this flag will prevent inactive choices from being offered in Order Entry or other places where new transactions are created. Inactive choices are still viable though for orders that were created using those now inactive choices. The goal is not to remove these choices from your system entirely but instead to limit new transactions to using only current options.
   1. Shipping Methods
   2. Adcodes
   3. Order Source
   4. Price Catagories

FAQ's

Known Issues

• Installing test environments on a CMS server running Windows 8.1
• Credit cards can unmask during an order edit for some scheduled or declined payments