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Installing Aptify 5.5.4 Server Software

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Last updated: Nov 18, 2015

Note

Aptify strongly recommends that you install and test the installation on a test environment first using a copy of your production server before running it directly on the production server. Also, review the Important Pre-Installation Considerations topic before starting an installation. 

 

  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. To ensure a successful upgrade, you should remove Row Set Security from the Persons and Companies entities before beginning the install. You can reinstate the Row Set Security settings once the install is successful. Follow these steps for the Persons and Companies entities:
    1. Open the record for the entity in the Entities service.
    2. Click the Row Set Security tab and determine whether a rule is set for this entity.
    3. Record the rule information for use later in re-enabling this functionality.
    4. If a rule is set, right-click on the rule and select Delete from the drop-down menu. Otherwise go to step 5.
    5. Repeat step d for any additional rules in the record.
    6. Click Save and Close.
       
  5. Close the Aptify desktop application on the database server, if currently running.

  6. Download the Aptify 5.5.4 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 5.5.4 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.



  7. Browse to the location of the installation files, right-click the Setup application file, and select the Run As Administrator option to launch the Aptify 5.5.4 installation program.
    • On Windows Server 2008, the Run as Administrator option bypasses the server's User Access Control (UAC) for the duration of the installation.

  8. Review the Installation welcome screen and click Next to continue.

  9. 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.





  10. 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.

    Database Server Review

  11. The Service Pack Installer automatically identifies the current version of Aptify and components installed on the database server and selects the box(es) for the update(s) not currently installed.

    For example, if the database server is running Aptify 5.5.2, then both boxes are checked (5.5.4 and 5.5.3) to install both service packs. If the database server is already running Aptify 5.5.3, then only the Aptify 5.5.4 option is checked. 

    Options Step
     

  12. If you are using the SQL Server Reporting System (SRSS) in your environment, enter the location where the SSRS reports are stored in the SSRS Reports Path field.

    The location should be entered in the following format:

    https://<ServerName>/<SSRSServerName>?/<ReportsFolderName> 

    You can leave this field blank if an SQL Reporting Server is not already configured or if you are not planning on using SSRS in your environment.

    The location can be configured at a later time.

  13. Click Next to continue.

  14. 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 5.5.4 installs successfully.



    Database Validation

  15.  Click Next to continue.

    Note that you will not be able to click the Next button and continue with the installation of 5.5.4 until any validation errors are resolved.
  16. 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 closes the dialog.



  17. If the setup detects that the server does not have Crystal Reports 32-bit and 64-bit installed, a dialog appears alerting the user that an installer will run to address this. Clicking Run starts the installer and closes the dialog.

    SAP Crystal Reports Installation Dialog
     
  18. The Install Service Pack screen identifies what you will be installing. Review the items to be installed. 

    Install Service Pack
     
  19. Click Finish to begin the installation.
  20. Click OK when prompted that 5.5.4 has been successfully installed to close the installer.
  21. Launch the Aptify desktop application 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 5.5.2 or Version 5.5.3 to Version 5.5.4.
  22. For each client computer that connects to the Aptify Desktop client (including Application Servers and the e-Business server), you need to install the following software, if not already installed. You can find these files in the APTIFY_554_Desktop_Update.ZIP package, which is in your folder on the Aptify FTP site:

    • If you are planning on viewing reports using SQL Server Reporting Services (SSRS), you will need to install 32-bit version of the Microsoft SQL Server System CLR Types and Report Viewer.

    • Microsoft .NET 4.5 Framework, this was part of the 5.5.3 Desktop update, so it may already be installed
    • 32-bit version of the Crystal Reports 13 viewer, this was part of the 5.5.3 Desktop update, so it may already be installed

  23. If you disabled Row Set Security for the Persons and/or Companies entities in step 4, re-enable the rule(s).
    1. Open the record for the entity in the Entities service.
    2. Click the Row Set Security tab.
    3. Open a new Row Set Security sub‐type record.
      • Either click the New Record... button in the menu bar, or right‐click in the gray area and select New from pop‐up menu to open a new record.

    4. Enter the rule you recording back in step 4 in the Base View Where Clause field.
    5. Enter a description for the rule.
    6. Click OK to save the rule.
    7. Enter additional rules for the same entity, if necessary. Aptify uses an AND operator to separate multiple Base View Where Clauses within a generated base view.
      • Alternatively, you can click OK and New in Step h to save the current and open a new Row Set Security record in one step.

    8. Save and close the Entities record.

    9.  Regenerate the base view for any related entities that join to the entity for which you just enabled row set security.

  24. 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.
  25. 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 Post-Installation Considerations for more details.
  26. Once Aptify 5.5.4 is installed, to activate the Suggested Tabs features, an administrator must modify the Update Relevant Tabs Model scheduled task record to create a corresponding Windows task on the Application Server, Perform the following steps:
    1. In the Scheduled Tasks service of the Process Pipeline Administration application, find and open the Update Relevant Tabs Module scheduled task record.
    2. In the Job Account Name and Password fields of the Schedule tab, enter the user name and password for the user account that is used to run scheduled tasks on the Application Server.
    3. Select the Is Enabled option.
    4. Save and close the record.
       
  27. Once Aptify 5.5.4 is installed, you can install the 5.5.4 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 5.5.4 version, you will need to install a new Aptify site. See Implementing the Aptify Web Interface for more details.
       
  28. If you are using Melissa Data for address verification and using the COM Object version (rather than the web service version), you may 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).

 

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