7.0 Migration Plan
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=Recommended but not required= | =Recommended but not required= | ||
| - | *Workstations – Workstation updates are not required but you do want to copy over the new Help file from the server to the workstations after the server update is complete. The file is CMS.chm and can be found in the same directory where CMS.exe. Copy this file to the local workstation, usually C:\NewHaven Software, replacing the old CMS.chm that is there. | + | *Workstations – Workstation updates are not required but you do want to copy over the new Help file from the server to the workstations after the server update is complete. The file is CMS.chm and can be found in the same directory where CMS.exe is installed. Copy this file to the local workstation, usually C:\NewHaven Software, replacing the old CMS.chm that is there. |
Revision as of 17:29, 16 July 2010
Contents |
Intro
This article describes the recommended MINIMUM preparation and post-installation procedures you should follow to upgrade to CMS version 7.0.
Prep for 7.0 install
- Confirm you meet hardware and operating system requirements – http://wiki.newhavensoftware.com/index.php/CMS_System_Requirements
- Reminder: NHS Explorer will be uninstalled as part of your 7.0 upgrade. If you need this utility, it can be downloaded from our updates site and reinstalled after your CMS 7.0 install.
- Read our 7.0 Release Notes – read AT LEAST up to "CMS Version 7.0 New Features List".
- Review the CMS PA-DSS Implementation Guide - This Word document can be downloaded our updates site. This document is left in Word so you may modify or add to it to suit your company's policies and need for distribution.
It is important that you understand some of the significant changes that are taking place with this update, particularly with Employee passwords and permissions. Please contact NewHaven Software with any questions
Day of install – Prep before installing
- Download your CMS 7.0 update - http://updates.newhavensoftware.com/
- Also download NHS Explorer if needed
- If you do not have it already, copy or write down your version 7 release code which you will need when installing
- Get everyone out of CMS or other programs that may connect to your CMS database.
- Backup your database
Installation
- Server install - You must be logged in with local administrator rights and have everyone logged out of CMS. This update may take up to twice as long as a typical update. Please plan accordingly.
Post installation
Steps to perform immediately after the update has completed and before anyone uses CMS.
- Login as PCI Admininstrator and set password
- Create other PCI Administrator employee account, one per user
- Configure employee permissions – there is no more "administrator" checkbox so you must assign what used to be admin rights to appropriate employees. See http://updates.newhavensoftware.com/v7release_notes.htm#5
- Disable System user (remove access and set password)
- Configure other PCI Admin settings
- Encryption turned on (if not already)
- Enable credit card masking
- Set data retention policy
- Change database passwords
Recommended but not required
- Workstations – Workstation updates are not required but you do want to copy over the new Help file from the server to the workstations after the server update is complete. The file is CMS.chm and can be found in the same directory where CMS.exe is installed. Copy this file to the local workstation, usually C:\NewHaven Software, replacing the old CMS.chm that is there.
