Coreflex Upgrade Preparation Guidelines
As of 4/28/2011
In order for Coreflex to assist your upgrade effort properly, you must:
1) Know how your Coreflex is installed. Is it installed on each workstation? Is it installed on a server and you access it using Remote Desktop? Is it installed using network Icons?
2) Have customer support activated on each PC that will be receiving the update. You only update a PC that has coreflex installed on it. For example if you are set up with network icons you only run the update on the PC that the Icon is pointing to (see the Icon’s properties).
To confirm the support on each PC:
a) Go to Files >>> About.b) Look directly above the lower right window of the screen for "Support through...” or "Expired".
c) Contact Coreflex technical support to activate your support on the PCs if it is not valid. customersupport@coreflexoffice.com
3) Know what release and update of Coreflex you have installed ON EACH PC. E-mail the version.txt for each PC if they are different. Following are instructions:
a) Go to Files >>> About.
b) Look directly above the lower right window of the screen for the version, update and init level. (You may or may not have an init level.) You will see something similar to "Lite 3.0.0 Update 19 Init 7”. (This is what should be the same on each PC you will be upgrading. Send the version.txt for each one that is different.)
c) In the lower right hand corner click on the "Save Version Info" button.
d) Save this file to your desktop and name it something to indicate the PC you were using when you saved it. For example "Company-PCName-Version.txt" or "ABC-Receiving-PC-Version.txt" (It is possible for PCs to have different versions)
e) E-mail it to Coreflex Technical support and we can provide the proper updates. customersupport@coreflexoffice.com
f) We will attach this to your company record for reference.
3) Have your IT person:
a) Backup the database so they can restore it in the event of a problem.
b) Backup C:\programfiles\Coreflex on the first PC that will be upgraded.
4) Select a date and time for the upgrade for the initial test and a time for the live cutover:
a) Select a slow business times away from critical operational procedures such as month end processing.b) Select a 2 - 3 hour window Monday to Friday 9AM to 5PM eastern time when no one will be using the Coreflex System.
c) Contact Coreflex technical support to confirm that the time you selected can be supported by standard Coreflex technical support.
5) Have someone available to work with our technician during this time.
During the upgrade it is suggested that you:
1) Restore the backup of your database to the CFXSample (non production / testing) database.
2) Apply the upgrades to the first system and upgrade the CFXSample database.
NOTE: THE FIRST PC UPGRADED SHOULD BE A NON OPERATIONALLY CRITICAL PC in the event testing and or patches require an extended period of time.
3) Run parallel tests with the upgraded software against the CFXSample database to ensure the features you use in Coreflex are operating properly.
This step can last for a few hours to several weeks depending on your Operational needs.
During this time you may e-mail issues to Coreflex or call technical support for assistance. These are considered non emergency requests.
4) Once you have approved the testing:
a) Backup the production database again.
b) Perform the upgrades on the remaining PCs.
c) Upgrade the Production database and contact Tech Support if needed.
Note: