Tigerpaw CRM+ Service Pack Installation Suggestions

To install Service Packs, go through these steps:

  1. Download the update (155 MB) and Readme files from the Tigerpaw Software web page.
  2. Go through the readme file to see if there are any items that might change your way of doing business. Your current Executable Revision is visible on the Help –> About screen. Only those fixes higher than your current level are of interest.
  3. If you have ANY modified Crystal Reports (other than the standard logo support), copy them into the appropriate subdirectory under the Custom subdirectory. There is a separate document on how to maintain Modified Reports.
  4. You need to review ALL of your custom reports to insure that Tigerpaw did not change anything that affects them!
  5. Have each user make a manual list of the reports listed as their Favorite Reports. These may be lost during the SP installation, and may have to be re-entered.
  6. Perform a manual backup of your database and Tigerpaw programs (normal path is c:\Program Files\Tigerpaw CRM+\*.*) and keep these files.
  7. Make and keep a copy of your central Reports sub-directory.
  8. Perform a normal backup of your database.
  9. Place a copy of the update file in a shared subdirectory on the server that is accessible from both the Tigerpaw server and all the clients.
  10. Point of no Return! This next step assumes that you have a copy of the software programs on the server, and that you can run Tigerpaw directly at the server. If this is not the case, and the server only contains the database, then a client machine will have to be used.
  11. When you are ready to update, sign all users off the system, and run the update file to upgrade the machine’s Tigerpaw programs.
  12. When it finishes, copy the contents of the new reports sub-directory into the central reports subdirectory, then copy the modified reports back into the proper reports subdirectory (which may be on your server).
  13. Start Tigerpaw. This will cause a database update program to run. When this occurs, every client must be upgraded to be able to access the database.
  14. Plan on up to an hour for the update process to complete.
  15. Upgrade each client by running the update file. This can be done by physically going to each client machine and running the update program, or by sending out a message instructing the user to run the update file from the server.

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