Installing Aptify 5.5.2 Server Software

This topic describes how to install the server software for Aptify 5.5.2. 

1. Backup your database before starting the installation process.
2. Log into the Aptify database server with an account that has administrative privileges.
3. If you have not already done so, backup your Aptify database server.
4. Close the Aptify Desktop client on the database server, if currently running.

5. Download the Aptify 5.5.2 Service Pack Installer ZIP file to a folder on the database server and unzip its contents.
   
   

   Note

   When using low-end hardware, Aptify recommends running the installation program locally on the database server; do not run it over the network.

   Note Concerning Character Limitations

   The Windows API requires that fully qualified file names are less than 260 characters. Aptify recommends that the Aptify 5.5.2 Service Pack Installer ZIP file is unzipped in a folder close to the drive's root folder (for example C:\Downloads) in order to limit the possibility of exceeding the character limitation for fully qualified file names imposed by the operating system.

   
   
   

6. Go to the Aptify_552_Database folder and right-click the Setup application file and select Run As Administrator option to launch the Aptify 5.5.2 Installer.
   • On Windows Server 2008, the Run as Administrator option bypasses the server's User Access Control (UAC) for the duration of the installation.
7. Review the Installation welcome screen and click Next to continue.

8. Enter login information for your database server. Specify an account with system administrator privileges to both the Aptify database and SQL Server. The user should also be tied to a Developer license to ensure that the setup can perform such tasks as entity creation when needed.
   
   

   Note

   Selecting the System Administrator option when creating a user in the Aptify database sets the user to a dbowner in SQL Server. It does not add the user to the sysadmin role. You will need to manually add the user to the sysadmin role through SQL Server. If in doubt, check the user's permissions in the Security > Logins area of SQL Management Studio before proceeding with the installation.

   
   
   
   
   

9. Review the displayed setup information concerning your database server's configuration and click Next to continue.
   
   The installer identifies the set of Aptify applications detected on the database server. Options include Platform (for the Aptify Framework), Core Business Applications (for Aptify's standard CRM business applications), add-on applications, and if applicable, the optional e-Business/Surveys applications.
   
   
   
   
10. The Service Pack Installer automatically identifies the current version of Aptify and components installed on the database server and checks the box(es) for the update(s) not currently installed.
    
    For example, if the database server is running Aptify 5.5, then both boxes are checked (5.5.1 and 5.5.2) to install both service packs. If the database server is already running Aptify 5.5.5, then only the Aptify 5.5.1 option is checked. If your server already has a version of Composite Engagement Score (CES) or Aptify web components, these options will be unchecked option will not be checked.
    
    Note that there are updates in the 5.5.2 setup for both CES and the Aptify Web components that will be installed as part of the installation process. You do not need to check CES or Aptify Web Server Components for these updates to occur.
11. Enter a shared folder on the Aptify database server to which your user account has read/write access in the UNC Path to a Shared Folder field. (This is the Windows domain account you have used to log into the database server.)
    1. You must enter the shared folder's path in the UNC (Universal Naming Convention) format.
    2. During installation, the installer copies certain updated assemblies to the server location you specify. Therefore, the account currently logged into the database server must have read/write access to that location on the database server.
       
       
12. Click Next to continue.

13. If you have organization specific configurations, you can check any or all of the options on the Validation step to help identify invalid repository and database objects, and foreign key constraint errors.
    
    

    Aptify recommends that you check all validation options to ensure Aptify 5.5.2 installs successfully.

    
    
    
    
    

14. If the setup detects a database validation error, a dialog appears alerting the user of the error with appropriate steps to troubleshoot further. Clicking OK closing the dialog.
    
    
    
    
15. Click Next to continue.
    
    Note that you will not be able to click the Next button and continue with the installation of 5.5.2 until any validation errors are resolved.
16. Click Finish to begin the installation.
17. Click OK when prompted that 5.5.2 has been successfully installed to close the installer.
    
    
    
    
18. Launch the Aptify Desktop client to confirm that the update has been successfully installed. During the load process, the splash screen image should change and the version should increment from Version 5.5 to Version 5.5.2 or Version 5.5.1 to Version 5.5.2.
    
    
    
    
19. Have each user close and reopen the Aptify Desktop client on his or her computer to automatically download any applicable 5.5.2 files to the computer's Aptify Program Files folder.
20. If your organization uses the View Scheduling feature to schedule the execution of one or more views by an Application Server, review the instructions in Removing Duplicate Windows Tasks for Scheduled Views to prevent duplicate Windows Tasks from executing.
21. If you have Aptify e-Business, one or more application servers, or Mobile Point of Sale installed, run the Object Repository Synchronizer utility to update the relevant bin folders so they have the latest Aptify objects. The Object Repository Synchronizer is included in the service pack's Utilities folder. Where applicable, be sure to only download objects from the relevant Sync Repository Objects record. See Important Pre and Post-Installation Considerations for more details.
22. Once Aptify 5.5.2 is installed, you can install the 5.5.2 version of the Aptify Web interface. See Implementing the Aptify Web Interface for more details.
    • If you have the initial release of the Aptify Web interface and you wish to install the 5.5.2 version, you will need to install a new Aptify site. See Installing Aptify Web for Aptify 5.5.2 for more details.
       
23. If you are using Melissa Data for address verification and using the COM Object version (rather than the web service version), you will need to change the rank of the Address Verification Systems record for the COM Object version (typically ID 1) so it is a higher rank than the web version (typically ID 3).