How to upgrade and transfer data and settings from Connector software version 0.x to version 1.x
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AuthorRowan Drew 23rd March 2016
Below are steps required to be able to upgrade and migrate data, as well as settings from the Xsquizzit Accounting Connector version 0.x to Squizz.com Connector version 1.x.
1. Check, download and install Microsoft's .NET 4.6.1 library if not already installed on the computer 2. Download the Squizz.com Connector Host Service installer. Ask the TOTECS team for the URL to download the software. 3. Stop the Xsquizzit Accounting Connector Host windows service. This will stop any data exports, sales order imports, or account enquiry requests from the totecs project configured with the Connector. 4. Run the installer of the Squizz.com Connector Host Service. 5. In Windows open up a Folder Explorer window, locate and delete the Squizz.com Connector's database file. Ask TOTECS staff where this is located. 6. Download the Squizz.com Connector application. Ask the TOTECS team for the URL to download the software. 7. Install the Squizz.com Connector application. 8. Open Xsquizzit Accounting Connector application. If it asks whether you want to upgrade the application ensure that you accept. The latest version of the application must be installed. 9. Click on the Tools menu. 10. Click on the Upgrade Connector Database to Version 1.x 11. In the window's Connector Database Save Folder set the folder location where the Squizz.com Connector contains its program data. This is typically C:/Program Data/SquizzCom/Connector 12. Click on the Start Upgrade button. This will create a new connector database file in the Squizz.com Connector program data folder and copy all data and configurations across from the old Connector into the new Connector database. 13. Close the Xsquizzit Accounting Connector application. 14. Start the Squizz.com Connector Host windows service. 15. Start the Squizz.com Connector application. 16. View the logs and check that no severe errors have occurred when the host service was started. 17. Verify that all Connector settings and adaptor settings have correctly migrated across. 18. For each adaptor click on the Adaptor button. 19. In the Adaptor Password field enter a password then click the save button. Repeat for each adaptor. 20. Open a web browser and login as an administrator user into the TOTECS project that is configured to use the Connector. 21. Click on the Data menu button. 22. Click on the Connector settings menu item. 23. In the Connector Version setting set the version to "1.x or higher" 24. In the Adaptor Password setting set the password as set in step 19 25. Maximise the Squizz.com Connector application again. 26. Run data exports for each adaptor to confirm that data is correctly being exported from the Connector in the TOTECS project. Within the Administration Centre of the TOTECS project verify that the data correctly migrated.
Optional Steps 27. Archive the Xsquizzit Accounting Connector database file to a safe and secure location. This is typically located in C:/Program Data/Xsquizzit/AccountingConnector/accountingconnectordb.db3 28. Uninstall the Xsquizzit Accounting Connector Host Service. 29. Uninstall the Xsquizzit Accounting Connector application.
23rd March 2016
1. Check, download and install Microsoft's .NET 4.6.1 library if not already installed on the computer
2. Download the Squizz.com Connector Host Service installer. Ask the TOTECS team for the URL to download the software.
3. Stop the Xsquizzit Accounting Connector Host windows service. This will stop any data exports, sales order imports, or account enquiry requests from the totecs project configured with the Connector.
4. Run the installer of the Squizz.com Connector Host Service.
5. In Windows open up a Folder Explorer window, locate and delete the Squizz.com Connector's database file. Ask TOTECS staff where this is located.
6. Download the Squizz.com Connector application. Ask the TOTECS team for the URL to download the software.
7. Install the Squizz.com Connector application.
8. Open Xsquizzit Accounting Connector application. If it asks whether you want to upgrade the application ensure that you accept. The latest version of the application must be installed.
9. Click on the Tools menu.
10. Click on the Upgrade Connector Database to Version 1.x
11. In the window's Connector Database Save Folder set the folder location where the Squizz.com Connector contains its program data. This is typically C:/Program Data/SquizzCom/Connector
12. Click on the Start Upgrade button. This will create a new connector database file in the Squizz.com Connector program data folder and copy all data and configurations across from the old Connector into the new Connector database.
13. Close the Xsquizzit Accounting Connector application.
14. Start the Squizz.com Connector Host windows service.
15. Start the Squizz.com Connector application.
16. View the logs and check that no severe errors have occurred when the host service was started.
17. Verify that all Connector settings and adaptor settings have correctly migrated across.
18. For each adaptor click on the Adaptor button.
19. In the Adaptor Password field enter a password then click the save button. Repeat for each adaptor.
20. Open a web browser and login as an administrator user into the TOTECS project that is configured to use the Connector.
21. Click on the Data menu button.
22. Click on the Connector settings menu item.
23. In the Connector Version setting set the version to "1.x or higher"
24. In the Adaptor Password setting set the password as set in step 19
25. Maximise the Squizz.com Connector application again.
26. Run data exports for each adaptor to confirm that data is correctly being exported from the Connector in the TOTECS project. Within the Administration Centre of the TOTECS project verify that the data correctly migrated.
Optional Steps
27. Archive the Xsquizzit Accounting Connector database file to a safe and secure location. This is typically located in C:/Program Data/Xsquizzit/AccountingConnector/accountingconnectordb.db3
28. Uninstall the Xsquizzit Accounting Connector Host Service.
29. Uninstall the Xsquizzit Accounting Connector application.