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EMS Software, LLC

Upgrade Instructions

In order to upgrade EMS, you must perform two operations:

  1. Run EMS.ServerInstall.exe to upgrade the EMS databases on your database server.   
  2. Either install the client using the EMS Desktop Client Web Deployment, or run the EMS Client Install. To determine your client installation, see our Decision Guide.

Note:  If you are upgrading from a version of EMS released prior to server version 35, please contact Customer Support.

Prerequisites Before Upgrading

IMPORTANT:  The following EMS components must be upgraded to the new platform.

Upgrading the EMS Server Components

The server upgrade process will upgrade the EMS databases on your MS SQL Server.  If you are upgrading from EMS Enterprise 4.x or below, your existing EMSEnterprise_Master database (which contains licensing information) will be replaced by a new EMS_Master database, and your existing EMS database will be upgraded to the current version.

Note:  A Microsoft SQL Server SA level account will be required to execute the database upgrade process.

  1. Complete the requirements in the Prerequisites Before Upgrading section (above).
  2. Verify that the prerequisite software is installed.
  3. Secure the EMS.ServerInstall.exe file.
  4. Using SQL Server Management Studio, back up your existing EMS databases.
  5. Run EMS.ServerInstall.exe. (This .exe can be run from any PC that has access to your database server.)

 

 

 

 

 

 

 

 

  1. In the Server field, enter the name of the MS SQL Server.
  2. In the Database field, enter the name of the EMS database you wish to upgrade.
  3. In the Server Authentication area, specify your MS SQL Server authentication credentials.  If SQL Server Authentication Mode is selected, you will be required to specify a User Name and Password.
  4. Click the Execute button.  A Backup Database popup will appear.

 

 

 

 

 

  1. Click Yes to acknowledge that you have backed-up your EMS databases and it is OK to continue.You have completed the upgrade process for the server portion of EMS. Next you will upgrade individual workstations.

Note: For information on installing the optional Email Notification Service or the EMS Campus Auto Sync Service (EMS Campus only), see Installing or Upgrading the EMS Email Notification Service and/or  Installing or Upgrading the EMS Campus Auto Sync Service.

Warning: If you are upgrading your system using the EMS Pro Server Install or EMS Server Install, be sure to save and remove all custom functions on the EMS database and then re-install the functions after upgrade. This ensures that your custom functions reinstate after installation.

Upgrading Individual Workstations

Follow the procedures below to upgrade individual workstations to EMS Desktop Client. 

EMS Desktop Client Web Deployment

Note:  Before beginning the installation process, please install or upgrade your EMS databases.

Note: EMS Desktop Client Web Deployment is a new feature to EMS Version 44. To see more information about EMS Desktop Client Web Deploy See: Desktop Client Decision Guide. If you do not want to use  the EMS Desktop Client Web Deploy option, skip to the Conventional Desktop Client Installation section.

Note:  Existing versions of The EMS Desktop Client Web Deployment must be manually uninstalled.  Be sure to copy and save any files that have been customized.

  1. Manually uninstall any previous versions of EMS Desktop Client Web Deployment on your web server.  
  2. Verify that the prerequisite software has been installed.
  3. Download the EMSDesktopWebDeploySetup.msi file onto the web server that will be running EMS Desktop Client Web Deployment.
  4. Run the EMSDesktopWebDeploySetup.msi as an administrator.
  5. The first screen welcomes you to the EMS Desktop Client Web Deployment Setup Wizard.  Click Next to begin the installation process.  The Destination Folder dialog will appear.

 

 

 

 

 

 

 

 

 

 

 

  1. Select the destination folder where you wish to install the EMS Desktop Web Deployment.  The installation process will create a new physical directory on your web server based on the destination folder path you entered (“EMSDesktopWebDeploy” in the example above.).

  2. In the Web Site URL and Virtual Directory Name fields, enter your SQL instance name.
  3. In the EMS Database field, enter your Database Name: the Virtual Directory Name will default to the destination folder specified in Step 6.  It is recommended that you keep the default setting.  The installation process will create a virtual directory on your web server based on the virtual directory entered (“EMS Desktop Web Deploy” in the example above.) 
  4. If you will be using a Load Balancer with the EMS Desktop Web Deploy application, enter the Name or IP Address of your server in the EMS SQL Server field. 
  5. Click Next.

Note:  The EMS Desktop Client Web Deployment should not be installed in the same virtual directory as other EMS web-based products OR under a site running another version of the EMS Desktop Client Web Deployment.

  1. The Ready to install the EMS Desktop Client Web Deployment window will appear. Click Install.
  2. The Completed EMS Desktop Client Web Deployment Setup Wizard window will appear.  Click Finish.  
  3. After following the steps above, verify your EMS Desktop Client Web Deployment installation by opening a browser and entering the address:

http://[ServerName]/EMSDesktopWebDeploy/  (replace [ServerName] with the name of your web server)

Note:  The first time you launch the EMS Desktop Client Web Deployment, it may take a few extra moments for the page to display.  If you encounter any issues, please contact Customer Support for assistance.

To Use the EMS Desktop Client Web Deployment

  1. To install the EMS Desktop Client, users will need to access the URL for the EMS Desktop Client Web Deployment.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Note: If your browser is set to block popups, it should be disabled so that EMSApplication.exe and the configuration file can be downloaded.

  1. Click Download and Install the EMS Desktop Client to download the EMSApplication.exe.
  2. Run the EMSApplication.exe. This will install the client locally from the service:

 

 

 

 

 

 

 

Note: When you launch the EMSApplication.exe, you may be prompted to enter the EMS Desktop Client Web Deployment URL:

http://[ServerName]/EMSDesktopWebDeploy/  (replace [ServerName] with the name of your web server)

  1. The EMS icon will be placed on the user's desktop.

Note: When a user launches the client, it will check the EMS Desktop Client Web Deployment for a new version of the Client.

Note: Clients installed through the EMS Desktop Client Web Deployment will not require administrative permission to install.

  1. If you are upgrading from a significantly older version of EMS, you will be prompted to import your registration information. The Registration screen appears.  Follow the instructions to import your EMS license key.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Note: Your license key only needs to be imported once.

  1. At the EMS login screen, type admin as both the User ID and the Password.
  2. Click OK.

Note: When an EMS Client is installed through the EMS Desktop Client Web Deployment it will only be able to connect to the EMS instance received from the service.

To Perform Conventional Desktop Client Installation

Note:  Existing versions of EMS must be manually uninstalled.

  1. Verify that the prerequisite software has been installed.
  2. Secure the EMSClient.msi.
  3. Run EMSClient.msi on the client workstation. Follow the on-screen prompts. It is recommended that you accept the defaults.
  4. Start EMS from the shortcut located on your desktop.
    1. If you are upgrading from a significantly older version of EMS, you will be prompted to import your registration information. The Registration screen appears.  Follow the instructions to import your EMS license key.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  1. At the EMS login screen, enter your User ID and Password.
  2. Click OK.

 

  1. To install the software on additional client computers, repeat steps 1-4 above.
    Note: Your license key only needs to be imported once.

 

To Install Additional EMS Services

The following services will also need to be installed if you are interested in using these additional features.