Upgrade-Preparation Checklist |
  
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Upgrade-Preparation Checklist |
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❑To upgrade an existing installation of QuoteWerks 3.0, you’ll need to first ensure you’re eligible for this upgrade. Your eligibility is based on your QuoteWerks Update Maintenance Program (UMP) status. Even if your UMP is current, you’ll need to obtain a new QuoteWerks 5.2 Serialized Update Key. This replaces the old Update Password used with QuoteWerks 3.0. You can contact Aspire Technologies, Inc. by e-mail at support@quotewerks.com or phone at (407) 248-1481 to obtain your Serialized Update Key.
❑Make sure your version of QuoteWerks 3.0 is build 29 or higher. If it isn’t, you’ll need to update. You can download the latest build of QuoteWerks 3.0 from http://www.quotewerks.com/updates.htm.
❑Start QuoteWerks 3.0 and select the Utilities -> Merge Remote Documents menu to merge all remote documents (.dtf files) into the database.
❑In the QuoteWerks 3.0 Medic Utility, select the Utilities -> Remove Read Only Properties menu to remove the read-only property from files in the QuoteWerks folder and subfolders.
❑In the QuoteWerks 3.0 Medic Utility, select the Utilities -> Database Maintenance menu and run maintenance (repair and compact) on all databases.
❑If you have archived documents, you’ll need to import these into your QuoteWerks 3.0 installation prior to upgrading. Archived (.dta) files aren’t upgraded in the upgrade process.
❑If you’re doing a test upgrade, you can skip this step. If not, it’s a good idea to perform some “house cleaning” before upgrading to QuoteWerks 5.2: deleting unused product databases, outdated backup files, temporary folders, etc. We recommend this to avoid possible future conflicts relating to incompatible data versions in the \QuoteWerks folder.