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Transact 4.5.0.0 – Installation Guide – Upgrade

Overview

A step by step procedure for upgrading Ephesoft Transact 4.5.0.0 on a Microsoft® Windows machine. Windows 7 SP1, Windows 10, Windows Server 2012, Windows Server 2012 R2, and Windows Server 2016 are supported and applies to both a fresh install and an upgrade install. These instructions should be referred to when users want to install Transact as an upgrade using the Windows Installer package Ephesoft_4.5.0.0.

Earlier releases than Transact 4.0.0.0 are not supported for this upgrade. See Microsoft® Windows | Transact 4.5.0.0 Release Platform Support for more information.

New and improved installation features

See What’s New in Transact 4.5? for a comprehensive list of improvements in Transact.

Prerequisites

In order to use Ephesoft Transact 4.5.0.0 upgrade installer, the user needs to install the following prerequisites:

NOTE: Some prerequisites may have been installed with an earlier version of Transact (e.g. Transact 4.0.0.0). Items 9 through 11 are new to Transact 4.5.0.0. If performing a silent install, it is important to ensure all prerequisites are installed. Otherwise, the installer produces third-party item prompts with their own licenses to which the user must agree.

  1. Microsoft Visual C++ 2010 Redistributable
  2. Microsoft Visual C++ 2012 Redistributable
  3. Microsoft Visual C++ 2013 Redistributable (x86 version)  – Download
  4. Microsoft Hotfix KB2919355 – Download
  5. Microsoft Visual C++ 2015 Redistributable (x64 version)
  6. Microsoft Visual C++ 2015 Redistributable (x86 version)  – Download
  7. Microsoft .Net Framework 4.5.1
  8. Microsoft® Windows OS should be updated to the latest version
  9. Microsoft® SQL Server® 2012 Native Client – QFE* (Version 11.4.7001.0)
  10. Microsoft® ODBC Driver 13.1 for SQL Server® – Windows, Linux, & macOS (Version 13.1.4413.46) – Download
  11. Microsoft® Command Line Utilities 13.1 for SQL Server® – Windows, Linux, & macOS (Version 13.811.168) – Download

*See Installing Ephesoft Transact v4.5.0.0 on Windows Server 2012 R2 – Windows 8 and Higher for more information on this specific installation.

Upgrading a multi-server environment

There are additional steps for upgrading a multi-server environment as compared to a single-node environment as outlined in this procedure.

NOTE: The installer must be executed on all servers.

  1. The license server must be the first installation and the user must check the Execute database patch checkbox in step 12.
  2. Start the Ephesoft Transact service. The post-upgrade process initiates. The installation time depends on the number of batch classes and instances.
  3. The installer must be executed on the remaining servers and the user must uncheck the Execute database patch checkbox in step 12.

Perform before upgrade

Single and Multi-server

  1. Close Ephesoft Transact if it is running and stop Transact services before performing the upgrade.
  2. Any file and folder inside existing Ephesoft install directory (The path where previous installation exists) like dcma-all.log and other such files and folders must be closed before upgrade.
  3. Make sure that Windows installation drive has enough free space such that installer setup file can be properly extracted. Same in the case with the drive where previous Ephesoft application is installed.
  4. It is recommended that you backup your Ephesoft and report databases and shared folders. See Ephesoft Backup for more information.

Steps of execution

1. Extract the zip file WINDOWS_Ephesoft_4.5.0.0_1052 and install Transact 4.5.0.0.

NOTE: The new install package is a ZIP file and the four files included need to be extracted prior to running the installer. This way of delivering an install package is new to Transact 4.5.0.0.

EXAMPLE:

a. ZIP file and extracted folder in the same directory.

b. Contents of the extracted ZIP file.

c. Installing Ephesoft_4.5.0.0.

OR

If the user prefers to use the Command Prompt, Run as administrator and execute the command as shown in the following screenshot:

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In the example command, C:\>msiexec.exe /i C:\Ephesoft_4.5.0.0.msi is the path of Ephesoft installer setup. This command initiates Ephesoft installer setup.

2. The following screen is displayed.

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Click Run and initiate the Ephesoft installer.

3. Follow the onscreen instructions.

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4. Click Next.

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5. The End-User License Agreement is displayed.

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Read and understand the terms of the license agreement and click Next if acceptable.

6. Ephesoft Prerequisites Check is displayed.

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Ephesoft Transact performs a prerequisite check. A warning may appear. In this case, IPv6 was not disabled. Click Details for further instructions.

7. How to resolve the issue is displayed.

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Resolve the issue.

8. Ensure the Ephesoft Prerequisite Check passes.

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Click Next.

9. Transact performs a preliminary check to see if .NET Framework 4.5.1 is installed.

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If .NET Framework 4.5.1 is installed on the system, the Next button is enabled. Click Next to continue.
If .NET Framework 4.5.1 is not installed on the system, the Next button is disabled. Instead, a Download button appears. Click the Download button to navigate to the appropriate web link to download .NET Framework. Download and install, then re-initiate the Transact installer. Repeat step by clicking Next once .NET Framework 4.5.1 has been successfully detected by the installer.

10. Transact performs a prerequisites check of Microsoft® Visual C++ Redistributables.

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Click Next if they have been installed successfully.

OR

If they have not, the Next button is disabled. The installer will install each missing redistributable. See the example below.

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Check the agreement check box. Click Install.

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Await Setup Successful and click Close.

11. Select the appropriate service log in account. Click Next once complete.

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12. Ephesoft Upgrade Installation is displayed.

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For a single server Ephesoft application, this checkbox must be checked before clicking ‘Next’ button.

IMPORTANT NOTE: Only perform this update on the first node when upgrading servers that are part of a multi-server environment.
Uncheck this checkbox if upgrading an Ephesoft Transact installation in a multi-server environment and the database patch has already been executed on a common database by another Ephesoft installation.
If the checkbox is checked before clicking Next, the database patch is executed after a successful upgrade and the user starts the Ephesoft server. If this checkbox is unchecked before clicking Next, then the database patch is not executed.

Note that when running the upgrade from Ephesoft Transact 4.5.0.0 to 4.5.0.1, the following screen will be displayed at this stage:

13. The Database backup is displayed.

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Click Next.

14. A message similar to the following screen is displayed if there are files or folders that are in use or the setup does not have enough administrative privileges.

Close all of those files and folders and re-run the installer setup with administrative privileges.

AND/OR

…if the Ephesoft installation drive does not have enough free disk space.

Please ensure that more than 7 GB disk space is free. Click Cancel and then re-run the installer setup after sufficient free disk space is available for upgrade.

15. The installer is ready.

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Click Install and the Installer performs the installation.

16. After a successful upgrade, Ephesoft Transact 4.5.0.0 setup is complete is displayed.

The Finish button is disabled by default. Click the license requirement checkbox once you understand how to obtain a valid license. Click Finish

17. A Restart dialog box appears.

18.Start the Ephesoft Transact service which kicks off the post-upgrade process.

NOTE: The post-upgrade process takes some time based on the number of batch classes and instances. Once the post-upgrade is complete, the application is available.

19. Ephesoft Transact 4.5.0.0 home page.
C:\Users\Rene.Hernandez\AppData\Local\Microsoft\Windows\INetCache\Content.Word\user_interface.png
Select Administrator or Operator in order to log in.

19. Enter the Username and Password.
C:\Users\Rene.Hernandez\AppData\Local\Microsoft\Windows\INetCache\Content.Word\login.png

Post-Installation Instructions

There is a known issue with the expiration of the Logi license. See Known Issue: Logi License Expiration for more information.

  1. Download the new Logi license from http://download.ephesoft.com/Ephesoft_Product/lgx110102.zip.
  2. Extract the ZIP file.
  3. Create a back up of the existing lgx110102.lic file located in {Ephesoft Installation Directory}\EphesoftReports\.
  4. Rename the existing file and move it to another directory.
  5. Delete the expired license.
  6. Copy the downloaded lgx110102.lic to {Ephesoft Installation Directory}\EphesoftReports\.

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Vincent Francis