Versions 6.2.4.232 or higher see: System Five Update - On Prem installations versions 6.2.4.232 or higher


PRIOR TO UPDATING: please review the following articles to ensure system requirements and backups are in place

BEST PRACTICES:

1. Update Training dataset first - this allows you to view the update in a controlled environment. Provides you an opportunity to review your critical processes for any possible changes before introducing them into your live production. This limits possible frustration and confusion within your business.

2. Do not update your Live environment on Fridays or Saturdays. In the unlikely event there is an issue during your update, we want to ensure our resources are at full capacity to assist.

3. Do not update your live during business hours. Once the new version is downloaded, you will need to ensure all users are signed out of System Five in order to apply the update.


Now that you have the recommended system requirements in place, in most cases you would perform the upgrade on the server first, then upgrade the workstations once the upgrade and conversion of the data is complete.

Before performing this upgrade on the server, you must ensure that System Five on all your workstations is able to Synchronize with the file server. This is done from within System Five. If you see Synchronize with File Server in the drop down, then synchronization has not been setup and must be configured before you begin the upgrade.

See: Synchronize Terminal S5 Version with Server - On prem


Self Serve System Five Update Using WebApp (versions 6.2.4.0 - 6.2.4.231)

Log into Windward Learning Academy at https://academy.windwardoncloud.com

If you need access to the Windward Learning Academy please send email to academyhelp@windwardsoftware.com

Your log in name will be your email address.


Click on System Five Updates on the top of the screen.

 

This will take you to the main update screen where you can choose which update you wish to install.

This page will only show current release updates.

The installer highlighted in yellow would be the main System Five installer. The others are additional System Five modules.

NOTE for upgrading System Five on Terminal Server see: Upgrading System Five on a Terminal Server

To upgrade System Five click the Download button next to “System Five Installer Install me “.

This will display the following pop up at the bottom of the screen.

Click on the down arrow next to the save button and select Save as from the pop up menu.

I would recommend saving the SystemFiveSetup.exe to your desktop to easilly find it after the download completes.

Once you have selected where you will be saving the SysteFiveSetup.exe file to, click the Save button.

You will receive the following popup which will allow you to ether run the SysteFiveSetup.exe, open the folder where the SysteFiveSetup.exe resides, or click the X to close the popup if you wish to complete the installation later.

To avoid complications caused by user security settings, it is recommended that you do not simply click Run.

A better practice is to click Open folder to open the folder that you downloaded SysteFiveSetup.exe to, then right click on the executable and select Run as Administrator from the pop-up list. This should ensure that the Installation package (SysteFiveSetup.exe) has the required user security to install and write to the Windows registry.

Right click on SysteFiveSetup.exe and select Run as Administrator to begin the upgrade process.

 

If you see the Open File – Security Warning, this is expected. Please click the run Button to continue.

At this Welcome screen click Next to continue.

If you see the following screen you will need to refer to the Alternate Installation Documentation at the end of this document.

If you are taken to this screen click in the radial box next to Modify and click Next to continue.

Next you will need to expand the feature you don’t want to install and click on “Entire feature will be unavailable”.

It is STRONGLY recommended that you only upgrade System Five Training first to review that the new version is behaving the way you expect before moving forward with upgrading System Five Live. If you do not follow this procedure, you cannot undo the upgrade. The only way to go back to your previous version would be to restore from your last backup or to copies of the data and bin folders as discussed at the beginning of this document.

By default, both the Live and Training will be installed on the local hard drive. You only need to check the feature you don’t want. In this example I have clicked the little blue down arrow next to System Five Training and selected “Entire feature will be unavailable”. This placed a red x next to System Five Training, so training won’t be installed.

Click Next to continue.

Click Install

You will see the following window with the green progress bar.

When the installation is complete the progress bar will disappear and you can click the finish button to complete the installation.


DONE

 

Alternate Installation Documentation

On the Optional Features to install window, please select whether you wish to install the new version to both System Five Live and Training, or just one of the two options.

It is STRONGLY recommended that you only upgrade System Five Training first to review that the new version is behaving the way you expect before moving forward with upgrading System Five Live. If you do not follow this procedure, you cannot undo the upgrade. The only way to go back to your previous version would be to restore from your last backup or to copies of the data and bin folders as discussed at the beginning of this document.

Once you have selected the desired program you want to install, click next.

Now you will select the installation folder where System Five is installed.
On a file server the normal installation path is C:\Windward\System5\
On a workstation the normal installation path is C:\System5\
 If you are unsure, you can use the browse button to locate the correct installation path.

DO NOT point it to one of the bin folders. These folders will automatically be created or upgraded by the installer.

Once you have set the installation path, click Next to continue

You will see the following window with the green progress bar.

When the installation is complete the progress bar will disappear and you can click the finish button to complete the installation.