CMS TEN Upgrade Plan - Revision history

Russ horton: /* Required */

2020-05-05T19:58:31Z

Required

← Older revision		Revision as of 19:58, 5 May 2020
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	=After Install=		=After Install=
	==Required==		==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.		Reiterating the above, if you have any workstations running Windows 8.x or Windows 10, you'll need to run a CMS workstation update on each to ensure the database drivers have been updated. 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.		There are otherwise no further post-update steps required.

	==Recommended (optional)==		==Recommended (optional)==

Russ horton: /* Install */

2020-05-05T19:57:44Z

Install

← Older revision		Revision as of 19:57, 5 May 2020
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	#Update your server - This process may take up to twice as long as a typical server update. Upgrades from versions earlier than 8.x are not supported and, in such cases, an intermediate update to 8.0 will be necessary. NOTE - Your version 9 release code can be used to upgrade to CMS TEN, no new code required.		#Update your server - This process may take up to twice as long as a typical server update. Upgrades from versions earlier than 8.x are not supported and, in such cases, an intermediate update to 8.0 will be necessary. NOTE - Your version 9 release code can be used to upgrade to CMS TEN, no new code required.
	##Verify you can log into CMS without error		##Verify you can log into CMS without error
	#Update workstations - Only necessary for Windows 8.x workstations		#Update workstations - Only necessary for Windows 8.x or 10 workstations

	=After Install=		=After Install=

Russ horton: /* Required */

2020-05-05T19:52:55Z

Required

← Older revision		Revision as of 19:52, 5 May 2020
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	=Prep=		=Prep=
	==Required==		==Required==
	*Whats New in CMS TEN - Review the [http://updates.newhavensoftware.com/~~v10release_notes~~.htm ~~CMS TEN Release Notes~~]		*Whats New in CMS TEN - Review the CMS TEN Release Notes:
			**[http://updates.newhavensoftware.com/whatsnew1001.htm v10.0.1]
			**[https://updates.newhavensoftware.com/whatsnew1005.htm v10.0.5]
			**[https://updates.newhavensoftware.com/whatsnew10014.htm v10.0.14 (current)]
	*Encryption - The Encryption option in PCI Administration must be enabled before installing CMS TEN. Please log into CMS as PC Administrator and verify yours is turned on before proceeding. To do this, log into CMS as PCI Administrator and go PCI Administration>PCI. Your button for encryption should read 'Re-Encrypt' AND say "no further action is necessary" as seen in this [http://screencast.com/t/0qiBvCUQ7u screenshot]. If so, you're set and there's nothing more you need to do (no need to re-encrypt). If instead the button says "Encrypt" or you have a message that says "http://screencast.com/t/B8Q07gVur Your credit card holder data needs to be updated..." this means you'll need to run the Encrypt/Re-Encrypt. We recommend you run encryption overnight while everyone is out of the CMS. If you install the update and encryption has not been run, the install will warn you of this encryption issue and abort.		*Encryption - The Encryption option in PCI Administration must be enabled before installing CMS TEN. Please log into CMS as PC Administrator and verify yours is turned on before proceeding. To do this, log into CMS as PCI Administrator and go PCI Administration>PCI. Your button for encryption should read 'Re-Encrypt' AND say "no further action is necessary" as seen in this [http://screencast.com/t/0qiBvCUQ7u screenshot]. If so, you're set and there's nothing more you need to do (no need to re-encrypt). If instead the button says "Encrypt" or you have a message that says "http://screencast.com/t/B8Q07gVur Your credit card holder data needs to be updated..." this means you'll need to run the Encrypt/Re-Encrypt. We recommend you run encryption overnight while everyone is out of the CMS. If you install the update and encryption has not been run, the install will warn you of this encryption issue and abort.
	*If you worked with us on testing the UPS Worldship keyed imports performance solution in CMS 9.x, please contact NHS Support to have that removed before you update to CMS TEN (the latest version of this solution will be installed with CMS TEN but this is not designed to update the beta implementation of this feature from v9).		*If you worked with us on testing the UPS Worldship keyed imports performance solution in CMS 9.x, please contact NHS Support to have that removed before you update to CMS TEN (the latest version of this solution will be installed with CMS TEN but this is not designed to update the beta implementation of this feature from v9).

Russ horton: /* Install */

2018-03-30T23:59:54Z

Install

← Older revision		Revision as of 23:59, 30 March 2018
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	*Test Installs - Go [http://wiki.newhavensoftware.com/index.php/Test_Install HERE] for information on installing a test environment.<br>		*Test Installs - Go [http://wiki.newhavensoftware.com/index.php/Test_Install HERE] for information on installing a test environment.<br>
	*All Installs		*All Installs
	#Get everyone out of CMS (TIP: delete the file CMSNET.dat from the \NewHaven Software directory to confirm all users are logged out)		#Get everyone out of CMS (TIP: delete the file CMSNET.dat from the \NewHaven Software directory to confirm all users are logged out. If you are unable to delete the file, it means there are still users logged into CMS. They will need to log out or you can disconnect the open files on the server at the risk of their losing their work.)
	#Update your server - This process may take up to twice as long as a typical server update. Upgrades from versions earlier than 8.x are not supported and, in such cases, an intermediate update to 8.0 will be necessary. NOTE - Your version 9 release code can be used to upgrade to CMS TEN, no new code required.		#Update your server - This process may take up to twice as long as a typical server update. Upgrades from versions earlier than 8.x are not supported and, in such cases, an intermediate update to 8.0 will be necessary. NOTE - Your version 9 release code can be used to upgrade to CMS TEN, no new code required.
	##Verify you can log into CMS without error		##Verify you can log into CMS without error

Russ horton: /* Recommended (optional) */

2018-03-30T23:58:50Z

Recommended (optional)

← Older revision		Revision as of 23:58, 30 March 2018
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	##We've changed the way shipping methods are selected in the Manifest and added features to allow the setting of carrier pickup dates.		##We've changed the way shipping methods are selected in the Manifest and added features to allow the setting of carrier pickup dates.
	##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.		##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.
	##See a full list of Manifest changes in our [[https://updates.newhavensoftware.com/v1001release_notes.htm#link-1-21 Release Notes]]		##See a full list of Manifest changes in our [https://updates.newhavensoftware.com/v1001release_notes.htm#link-1-21 Release Notes]
	#CMS TEN 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.		#CMS TEN 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.
	##Shipping Methods		##Shipping Methods

Russ horton: /* Recommended (optional) */

2018-03-30T23:58:35Z

Recommended (optional)

← Older revision		Revision as of 23:58, 30 March 2018
Line 30:		Line 30:
	##We've changed the way shipping methods are selected in the Manifest and added features to allow the setting of carrier pickup dates.		##We've changed the way shipping methods are selected in the Manifest and added features to allow the setting of carrier pickup dates.
	##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.		##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.
	##See a full list of Manifest changes in our [[~~http~~://updates.newhavensoftware.com/~~v10pre-release_notes~~.htm#link-1-19 Release Notes]]		##See a full list of Manifest changes in our [[https://updates.newhavensoftware.com/v1001release_notes.htm#link-1-21 Release Notes]]
	#CMS TEN 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.		#CMS TEN 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.
	##Shipping Methods		##Shipping Methods

Russ horton: /* Known Issues */

2016-01-13T21:28:01Z

Known Issues

← Older revision		Revision as of 21:28, 13 January 2016
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	=Known Issues=		=Known Issues=
	*CMS is attempting order status uploads for all eCMS order sources. If you've never uploaded order status before, you may experience an error since the resulting upload would be too large (potentially years worth of data.) There is an easy/quick fix to this which our Tech Support staff can assist you with if you run into it. Issues Dev-201 and 221		*CMS is attempting order status uploads for all eCMS order sources. If you've never uploaded order status before, you may experience an error since the resulting upload would be too large (potentially years worth of data.) There is an easy/quick fix to this which our Tech Support staff can assist you with if you run into it. Issues Dev-201 and 221
	*If you have been importing orders that have products with attributes, but in CMS those products are not configured to have attributes, that attribute data in the import will be lost. CMS will soon be treating these as one-time items on import (and retaining the attribute data) which will be visible by an asterisk prefix to the product code. Issue Dev-230

Russ horton: /* Install */

2015-08-31T18:56:08Z

Install

← Older revision		Revision as of 18:56, 31 August 2015
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	*All Installs		*All Installs
	#Get everyone out of CMS (TIP: delete the file CMSNET.dat from the \NewHaven Software directory to confirm all users are logged out)		#Get everyone out of CMS (TIP: delete the file CMSNET.dat from the \NewHaven Software directory to confirm all users are logged out)
	#Update your server - This process may take up to twice as long as a typical server update. Upgrades from versions earlier than 8.x are not supported and, in such cases, an intermediate update to 8.0 will be necessary.		#Update your server - This process may take up to twice as long as a typical server update. Upgrades from versions earlier than 8.x are not supported and, in such cases, an intermediate update to 8.0 will be necessary. NOTE - Your version 9 release code can be used to upgrade to CMS TEN, no new code required.
	##Verify you can log into CMS without error		##Verify you can log into CMS without error
	#Update workstations - Only necessary for Windows 8.x workstations		#Update workstations - Only necessary for Windows 8.x workstations

Russ horton: /* Required */

2015-08-28T00:07:12Z

Required

← Older revision		Revision as of 00:07, 28 August 2015
Line 2:		Line 2:
	==Required==		==Required==
	*Whats New in CMS TEN - Review the [http://updates.newhavensoftware.com/v10release_notes.htm CMS TEN Release Notes]		*Whats New in CMS TEN - Review the [http://updates.newhavensoftware.com/v10release_notes.htm CMS TEN Release Notes]
	*Encryption - The Encryption option in PCI Administration must be enabled before installing CMS TEN. Please log into CMS as PC Administrator and verify yours is turned on before proceeding. To do this, log into CMS as PCI Administrator and go PCI Administration>PCI. Your button for encryption should read 'Re-Encrypt' as seen in this [http://screencast.com/t/0qiBvCUQ7u screenshot]. If so, you're set and there's nothing more you need to do (no need to re-encrypt). If instead the button says "Encrypt," ~~this means~~ you have ~~never encrypted your~~ card data ~~(and~~ need to). We recommend you run encryption overnight while everyone is out of the CMS. If you install the update and encryption has not been run, the install will warn you and abort.		*Encryption - The Encryption option in PCI Administration must be enabled before installing CMS TEN. Please log into CMS as PC Administrator and verify yours is turned on before proceeding. To do this, log into CMS as PCI Administrator and go PCI Administration>PCI. Your button for encryption should read 'Re-Encrypt' AND say "no further action is necessary" as seen in this [http://screencast.com/t/0qiBvCUQ7u screenshot]. If so, you're set and there's nothing more you need to do (no need to re-encrypt). If instead the button says "Encrypt" or you have a message that says "http://screencast.com/t/B8Q07gVur Your credit card holder data needs to be updated..." this means you'll need to run the Encrypt/Re-Encrypt. We recommend you run encryption overnight while everyone is out of the CMS. If you install the update and encryption has not been run, the install will warn you of this encryption issue and abort.
	*If you worked with us on testing the UPS Worldship keyed imports performance solution in CMS 9.x, please contact NHS Support to have that removed before you update to CMS TEN (the latest version of this solution will be installed with CMS TEN but this is not designed to update the beta implementation of this feature from v9).		*If you worked with us on testing the UPS Worldship keyed imports performance solution in CMS 9.x, please contact NHS Support to have that removed before you update to CMS TEN (the latest version of this solution will be installed with CMS TEN but this is not designed to update the beta implementation of this feature from v9).
	*Custom Reports and Forms - Please consider installing a test version of CMS TEN to confirm they will work with CMS TEN. If there are any issues, please contact NewHaven Software Support to contract any necessary fixes.		*Custom Reports and Forms - Please consider installing a test version of CMS TEN to confirm they will work with CMS TEN. If there are any issues, please contact NewHaven Software Support to contract any necessary fixes.

Russ horton: /* Required */

2015-08-17T21:18:00Z

Required

← Older revision		Revision as of 21:18, 17 August 2015
Line 2:		Line 2:
	==Required==		==Required==
	*Whats New in CMS TEN - Review the [http://updates.newhavensoftware.com/v10release_notes.htm CMS TEN Release Notes]		*Whats New in CMS TEN - Review the [http://updates.newhavensoftware.com/v10release_notes.htm CMS TEN Release Notes]
	*Encryption - The Encryption option in PCI Administration must be enabled before installing CMS TEN. Please log into CMS as PC Administrator and verify yours is turned on before proceeding. To do this, log into CMS as PCI Administrator and go PCI Administration>PCI. Your button for encryption should read 'Re-Encrypt' as seen in this [http://screencast.com/t/0qiBvCUQ7u screenshot]. If so, you're set and there's nothing more you need to do (no need to re-encrypt). If instead the button says "Encrypt," this means you have never encrypted your card data (and need to). We recommend you run encryption overnight while everyone is out of the CMS. If you install the update and ~~encyrption~~ has not been run, the install will warn you and abort.		*Encryption - The Encryption option in PCI Administration must be enabled before installing CMS TEN. Please log into CMS as PC Administrator and verify yours is turned on before proceeding. To do this, log into CMS as PCI Administrator and go PCI Administration>PCI. Your button for encryption should read 'Re-Encrypt' as seen in this [http://screencast.com/t/0qiBvCUQ7u screenshot]. If so, you're set and there's nothing more you need to do (no need to re-encrypt). If instead the button says "Encrypt," this means you have never encrypted your card data (and need to). We recommend you run encryption overnight while everyone is out of the CMS. If you install the update and encryption has not been run, the install will warn you and abort.
	*If you worked with us on testing the UPS Worldship keyed imports performance solution in CMS 9.x, please contact NHS Support to have that removed before you update to CMS TEN (the latest version of this solution will be installed with CMS TEN but this is not designed to update the beta implementation of this feature from v9).		*If you worked with us on testing the UPS Worldship keyed imports performance solution in CMS 9.x, please contact NHS Support to have that removed before you update to CMS TEN (the latest version of this solution will be installed with CMS TEN but this is not designed to update the beta implementation of this feature from v9).
	*Custom Reports and Forms - Please consider installing a test version of CMS TEN to confirm they will work with CMS TEN. If there are any issues, please contact NewHaven Software Support to contract any necessary fixes.		*Custom Reports and Forms - Please consider installing a test version of CMS TEN to confirm they will work with CMS TEN. If there are any issues, please contact NewHaven Software Support to contract any necessary fixes.