DOC A - Payroll 2.58 Upgrade Instructions
Introduction
Purpose of this Document
This document outlines the procedure for upgrading the Payroll software to version 2.58.
What you should do
Please read the remainder of Section 1, then complete a backup as described in here, and finally follow the instructions in here to install Payroll 2.58.
The check list on the following page is provided for your reference. Either edit it directly or print out this document. Please retain and complete the relevant sections as you progress through the various steps of the upgrade process. Start by recording details of your current installation, as they will come in useful during the process. Other pre-installation steps to be completed are below.
Payroll for Windows® users may check their version number by selecting Help > About Payroll from the main tool bar.
If you have the HR Manager personnel system linked to Payroll, you should already have upgraded HR Manager to a suitable version.
The HR Manager versions that support Payroll version 2.58 are v5.02U build 036 or later, v5.04R build 061 or later, v7.48.10.0 or later, and v8.36.7.1 or later.
If you have the HR Manager personnel system please ensure that all HR users have logged out of that as well.
OneAdvanced Support: 0330 726 0090
Upgrade Check List
Please download the upgrade checklist so you can check off the various points on the upgrade.
Backing up your Data
Please make sure all users have logged out of Payroll, and closed any related programs, so that there is no risk of any data changes between backing up Payroll and performing the upgrade. If you do not back up your data and programs, and there is a problem with the upgrade, OneAdvanced Support will be unable to help rectify the problem. This must be a complete backup of the application and data in its entirety, which will need to be carried out by your IT department.
Running the installation program
Before continuing, ensure your data is backed up and that no users are logged into Payroll.
Download the new version, copy the zip file to a PC where you can currently run Payroll, extract the zip file into a new folder, and run the AdvancedPayrollInstaller program.
Firstly, the program will check that Payroll is not running on the PC that is doing the upgrade. The following error message will display if Payroll is open:
If this happens, press OK to abort the installation. At this stage, you will need to ensure that nobody is using Payroll and everyone has logged off the system. Following that, you will need to back up Payroll once again, as described in Backing up your Data, since your previous backup will not have been complete while other users were still logged onto the system. Return to Running the installation program once this has been completed.
If you did not receive this message, then you are able to continue the installation. The following license screen will appear:
Click I agree to continue, and you will be shown a screen that allows you to choose the installation type.
By default, this screen will select Upgrade and confirm your Payroll installation details. You should not change this. Click Next to continue.
The Payroll files will now be upgraded. If anyone is using Payroll this will block the upgrade and again the following message will display:
If this happens, press OK to abort the installation. At this stage, you will need to ensure that nobody is using Payroll and everyone has logged off the system. Following that, you will need to back up Payroll once again, as described in here, since your previous backup will not have been complete while other users were still logged onto the system. Return to Running the installation program once this has been completed.
If you did not receive this message, the Payroll files are updated then the following screen will appear:
Click the OK button to convert the data. An information screen with Conversion complete will display once the process is finished. Click OK to continue. This process may repeat several times, until every directory has been successfully updated to version 2.58. If that is the case, simply repeat until the following screen appears:
If you are in any doubt as to the status of the upgrade, or any messages unfamiliar to you appear that are not listed in this document, please contact OneAdvanced Support.
Converting data directories that are not under the WINPAY Directory
Before you start, ensure that the data in these directories has been backed up.
Locate your Payroll installation folder. This should have been noted in the checklist. If not, contact your system administrator if you are unsure where this is. Once you have located it, open the LOCALCFG application. If you have trouble locating this, it may be useful to sort the files by type and look through the applications.
When LOCALCFG is open, you will see this screen:
Make a note of the information that is currently in the Data directory field, you will need it later.
Once you have made a note of the current Data directory path, press its ‘…’ button and navigate to the directory that you wish to convert. For example:
L:\DATA\
Click OK, make sure the instruction below will be completed at the end, then return to Running the installation program.
