7.0 Migration Plan - Revision history

Russ horton: /* Prep for 7.0 install */

2011-03-03T17:08:37Z

Prep for 7.0 install

← Older revision		Revision as of 17:08, 3 March 2011
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	Important information to read to ensure you are prepared for the update and understand the differences in how CMS will work after the update.		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		*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).'''		**'''Specifically, no CMS server or workstations can run on 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 [http://updates.newhavensoftware.com/ updates site] and reinstalled after your CMS 7.0 install.		*Reminder: NHS Explorer will be uninstalled as part of your 7.0 upgrade. If you need this utility, it can be downloaded from our [http://updates.newhavensoftware.com/ updates site] and reinstalled after your CMS 7.0 install.
	*Read our [http://updates.newhavensoftware.com/v7release_notes.htm 7.0 Release Notes] – read AT LEAST up to "CMS Version 7.0 New Features List".		*Read our [http://updates.newhavensoftware.com/v7release_notes.htm 7.0 Release Notes] – read AT LEAST up to "CMS Version 7.0 New Features List".

Russ horton: /* Prep for 7.0 install */

2011-03-03T17:07:45Z

Prep for 7.0 install

← Older revision		Revision as of 17:07, 3 March 2011
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	Important information to read to ensure you are prepared for the update and understand the differences in how CMS will work after the update.		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		*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).		**'''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 [http://updates.newhavensoftware.com/ updates site] and reinstalled after your CMS 7.0 install.		*Reminder: NHS Explorer will be uninstalled as part of your 7.0 upgrade. If you need this utility, it can be downloaded from our [http://updates.newhavensoftware.com/ updates site] and reinstalled after your CMS 7.0 install.
	*Read our [http://updates.newhavensoftware.com/v7release_notes.htm 7.0 Release Notes] – read AT LEAST up to "CMS Version 7.0 New Features List".		*Read our [http://updates.newhavensoftware.com/v7release_notes.htm 7.0 Release Notes] – read AT LEAST up to "CMS Version 7.0 New Features List".

Russ horton: /* UPS Worldship */

2011-01-10T19:39:52Z

UPS Worldship

← Older revision		Revision as of 19:39, 10 January 2011
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	==UPS Worldship==		==UPS Worldship==
	Older file import/export integration methods are no longer supported in version 7.0. If you have been using these old integration methods, you will need to convert to using one of our newer keyed import or XML integration methods.		'''Warning''': Older file import/export integration methods are no longer supported in version 7.0. If you have been using these old integration methods, you will need to convert to using one of our newer keyed import or XML integration methods.

			===Keyed Imports and XML integrations===
	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.		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.

Russ horton: /* UPS Worldship Users */

2011-01-10T19:39:11Z

UPS Worldship Users

← Older revision		Revision as of 19:39, 10 January 2011
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	==UPS Worldship Users==		==UPS Worldship Users==
			'''Warning''': Older file import/export integration methods are no longer supported in version 7.0. If you have been using these old integration methods, you will need to convert to using one of our newer keyed import or XML integration methods.

			===Keyed Imports===
	We have provided new mapping files to facilitate changes in how UPS 2010 connects to your CMS database for keyed imports. These mapping files are CMSPackages.dat and CMSPackagesExport.dat and we installed into your \NewHaven Software folder where CMS.exe is installed. After you've updated to Worldship 2010 and CMS 7.0, you'll need to copy these two files into your c:\UPS\WSTD\ImpExp\Shipment\ directory replacing the existing files. We recommend renaming the existing files in that directory before copying in the new ones so you have them as a backup.		We have provided new mapping files to facilitate changes in how UPS 2010 connects to your CMS database for keyed imports. These mapping files are CMSPackages.dat and CMSPackagesExport.dat and we installed into your \NewHaven Software folder where CMS.exe is installed. After you've updated to Worldship 2010 and CMS 7.0, you'll need to copy these two files into your c:\UPS\WSTD\ImpExp\Shipment\ directory replacing the existing files. We recommend renaming the existing files in that directory before copying in the new ones so you have them as a backup.

Russ horton: /* UPS Update */

2011-01-10T19:37:23Z

UPS Update

← Older revision		Revision as of 19:37, 10 January 2011
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	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.		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~~==		==UPS Worldship==
			Older file import/export integration methods are no longer supported in version 7.0. If you have been using these old integration methods, you will need to convert to using one of our newer keyed import or XML integration methods.

	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.		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.

Russ horton: /* Post installation */

2010-10-14T17:12:55Z

Post installation

← Older revision		Revision as of 17:12, 14 October 2010
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	#Disable System user (remove access and set password)		#Disable System user (remove access and set password)
	#Configure other PCI Admin settings		#Configure other PCI Admin settings
	##Encryption/ReEncrypt - This option will convert all of your stored credit card data to our enhanced AES encryption. This step should be taken even if you were encrypting cards in previous CMS versions.		##Encryption/ReEncrypt - This button/option will convert all of your stored credit card data to our enhanced AES encryption. This step should be taken even if you were encrypting cards in previous CMS versions.
	##Enable credit card masking		##Enable credit card masking
	##Set data retention policy		##Set data retention policy

Russ horton: /* Post installation */

2010-10-13T19:28:19Z

Post installation

← Older revision		Revision as of 19:28, 13 October 2010
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	#Disable System user (remove access and set password)		#Disable System user (remove access and set password)
	#Configure other PCI Admin settings		#Configure other PCI Admin settings
	##Encryption ~~turned on (~~if ~~not already)~~		##Encryption/ReEncrypt - This option will convert all of your stored credit card data to our enhanced AES encryption. This step should be taken even if you were encrypting cards in previous CMS versions.
	##Enable credit card masking		##Enable credit card masking
	##Set data retention policy		##Set data retention policy

Russ horton: /* UPS Worldship Users */

2010-09-09T21:08:44Z

UPS Worldship Users

← Older revision		Revision as of 21:08, 9 September 2010
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	==UPS Worldship Users==		==UPS Worldship Users==
	We have provided new mapping files to facilitate changes in how UPS 2010 connects to your CMS database for keyed imports. These mapping files are CMSPackages.dat and CMSPackagesExport.dat and we installed into your \NewHaven Software folder where CMS.exe is installed. After you've updated to Worldship 2010 and CMS 7.0, you'll need to copy these two files into your c:\UPS\WSTD\ImpExp\Shipment\ directory replacing the existing files. We recommend renaming the existing files in that directory before copying in the new ones so you have them as a backup.		We have provided new mapping files to facilitate changes in how UPS 2010 connects to your CMS database for keyed imports. These mapping files are CMSPackages.dat and CMSPackagesExport.dat and we installed into your \NewHaven Software folder where CMS.exe is installed. After you've updated to Worldship 2010 and CMS 7.0, you'll need to copy these two files into your c:\UPS\WSTD\ImpExp\Shipment\ directory replacing the existing files. We recommend renaming the existing files in that directory before copying in the new ones so you have them as a backup.

			We've also posted a video tutorial on the UPS Worldship integration which can be viewed on our YouTube channel here: http://www.youtube.com/watch?v=U4uNHohLks4

	Also, if you've followed our PA-DSS Implementation Guide, you should have changed your database passwords (dbo and cmsuser) in CMS. Worldship uses the cmsuser credentials to connect to your database so be sure to update those in Worldship too. To do this, follow these steps in Worldship:		Also, if you've followed our PA-DSS Implementation Guide, you should have changed your database passwords (dbo and cmsuser) in CMS. Worldship uses the cmsuser credentials to connect to your database so be sure to update those in Worldship too. To do this, follow these steps in Worldship:

Russ horton: /* Recommended but not required */

2010-09-08T17:49:53Z

Recommended but not required

← Older revision		Revision as of 17:49, 8 September 2010
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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 is installed. 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.
			*We've also posted a video on how to install a Workstation update - http://www.youtube.com/watch?v=ATA_S5Gc-as

Russ horton: /* Installation */

2010-09-08T17:48:29Z

Installation

← Older revision		Revision as of 17:48, 8 September 2010
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	=Installation=		=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.		*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.
	*Workstation updates are not required. Updating your workstations will however update the CMS Help file which is stored on each machine. You can either copy the CMS.chm file from the directory that you run CMS.exe from on your server to the local C:\NewHaven Software folder or you can run a Workstation update installation as illustrated in this video: http://www.youtube.com/watch?v=ATA_S5Gc-as
	If you are moving CMS to a new server instead of just upgrading your existing server, please see [http://wiki.newhavensoftware.com/index.php/Moving_CMS_to_a_New_Server these instructions].		If you are moving CMS to a new server instead of just upgrading your existing server, please see [http://wiki.newhavensoftware.com/index.php/Moving_CMS_to_a_New_Server these instructions].