7.0 Migration Plan
From NewHaven Software Wiki
Contents |
Intro
This article describes the recommended minimum preparation and post-installation procedures you should follow to upgrade to CMS version 7.0. Please read through this document and any referenced documents before scheduling an installation appointment with our staff or attempting to upgrade to CMS 7.0 on your own.
Prep for 7.0 install
Important information to read to ensure you are prepared for the update and understand the differences in how CMS will work after the update.
- Confirm you meet hardware and operating system requirements – http://wiki.newhavensoftware.com/index.php/CMS_System_Requirements
- Specifically, no server or workstations are running Windows 2000. If you have XP machines, make sure they have been updated to service pack 3 (SP3).
- 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 intentionally left in a Word format so you may add to it to suit your company's policies and need for distribution.
- Platinum customers should contact your Platinum Account Manager to schedule your desired conversion date.
- Silver and Gold customers should contact NewHaven Software Sales for 7.0 Upgrade purchase information.
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.
UPS Update
If you are using UPS Worldship and have not yet updated to Worldship 2010 (aka version 12) please do so before updating CMS to version 7.0. We will be providing new mapping files to facilitate changes in how UPS connects to your CMS database for keyed imports.
Day of install
Prerequisites for installing the update.
- Download your CMS 7.0 update - http://updates.newhavensoftware.com/
Also available when downloading your update are:
- NHS Explorer
- 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 and archive your database - This means rename the .db file after it has been created so it will not be overwritten by subsequent nightly backups CMS creates.
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.
If you are moving CMS to a new server instead of just upgrading your existing server, please see these instructions.
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.
