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Updating EBMS

3 Steps to Update EBMS

1. EBMS Backup Instructions

2. EBMS Update Instructions

3. Additional Update Information & Tips

EBMS Backup Instructions

Before Upgrading/Updating EBMS, it is recommend to create a backup copy of your EBMS files and disable all automated backup software and antivirus software.  Backups can be created on demand by opening EBMS Server manager, right-click on a dataset and choose create backup. 

To backup all datasets follow the instructions below regarding Archive settings and choose
"Run this archive now".

Koble Systems recommends using an enterprise-level backup solution to back up the EBMS data folder.  (We do not recommend real-time backup systems)

This is important because inexpensive backup solutions have a potential to prevent EBMS from working properly by holding files open. It is also recommended that the full data set is backed up regularly and that this happens at a scheduled off-peak time to minimize system performance impact.  

Contact your IT provider or our partner Landis Technologies at 717-733-0793, if you need help finding an enterprise-level backup solution.

EBMS does provide a dataset archive utility in EBMS 9.0.

To review or change settings for the Archive open EBMS Server Manager:

Go to Settings then click on the Archive tab.

  1. New installs have this archive enabled by default and will keep 3 archive copies
  2. Companies to archive, time to run, and backup location can be edited if desired.  

   

EBMS Update Instructions

Download Instructions in PDF Format

1. After backing up your data, EBMS Updates will be completed by you unless you’ve arranged for Koble to run the update for you as a billable service, or you are an EBMS Plus client. (Our Plus service is an added value, where we will manage and install EBMS updates for you!) 

2. It is recommended to ensure Windows Updates are current on the Server and the Workstations. This includes the latest Microsoft .NET Framework installed as well. Admin privileges will be needed to complete these actions. 

3. On the EBMS data server (computer where the data is stored), log in as a Windows administrator. 

4. The update will be available in EBMS Server Manager.  If you have entered your administrator email in the Notification section of the EBMS Server Manager, you should receive an email when the update has been downloaded.

First, install on your EBMS data server and run by clicking “Run EBMS Update” within the EBMS Server Manager. 

                     

a. Important: Please exercise patience during the update process and data update process, EBMS can seem to be unresponsive at times, but be assured that it is in process.

b. After the EBMS program has been installed on the server, you will be prompted to update your data sets. Select all datasets you wish to update. 

c. Please Note: Some data updates can be lengthy depending on the size of your company files, what version you are updating from/to and your server hardware. 

5. Next, EBMS needs to be installed/updated on all workstations to update the local program files. Login to EBMS on a workstation and you should be prompted to update. The workstations will look for the EBMS installation files in a shared “ClientInstaller” folder on your server. E.g. \\[servername]\ClientInstaller. You can access the setup.exe file there if you need to manually initiate the installation. 

6. If you have any customizations or custom reports, test them immediately to make sure they work. Sometimes there are data changes that affect reports, and they need to be updated. This is especially true if you are updating to a major version of EBMS. (e.g. 8.5 to 8.6) Update to custom scripts and reports are not reverse compatible and will result in a nominal fee to update them if necessary. 

For Technical Support, contact Koble Support at 717.442.3247 Option 2. 

REMINDER: Accounting files should be stored on a reliable backup regularly! In the past, there have been companies who have experienced total data loss because of hardware failure. Please check your backup system periodically to ensure it is working properly. Koble Systems, Inc. is not responsible for lost data due to backup failures. 

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Additional Update Information & Tips

  1. Launch the EBMS Server Manager on the EBMS data server.   Proceed to step #3 if the EBMS update has already been downloaded.   

  2. Complete the following steps to download the update:   Note that a message may appear at the bottom of the Server Manager and may indicate that an image has already been downloaded as shown below.  Step #2 can be ignored if the update is already downloaded. 

    1. If the green bar is already showing the latest version below, you do not need to download. The nightly auto-update downloaded it for you.  Verify the version before proceeding. (If the green bar is not showing, proceed to step b)




    2. The update download can be automated by enabling the Settings > Update Automatically download updates option as below:   Set the Daily update settings to create the span of time to check and download any updates pushed by Koble Systems.

    3. To force the update, click on Check for updates and wait for the progress bar to complete.

  3. Install the EBMS update by completing the following steps:

    1. Click on Run EBMS update on the lower banner, or the Run EBMS upgrade button on the side to update the EBMS program:  Individual data sets can be upgraded by clicking on the Update button located on a specific data set.   

    2. Server Manager will then shut down and the update will launch. Please note:  You will need to verify that all users have exited EBMS since the software must be shut down. When you are ready, click on the Install button to continue with the update.

    3. The EBMS Setup utility will be launched.   Step through the installation wizard as prompted.    Please note that multiple dialogs will appear in the foreground or background and that may require some time to complete. We encourage you to exercise patience during this time. 

  4. The update wizard will give the user the opportunity to select the company data sets to upgrade.  


  5. Click the Update button as shown above to launch the update process for all of the selected companies.

  6. The update process status will display the progress of the update within each data set.

  7. A dialog will appear indicating that the EBMS server and each data set has been updated successfully.   Continue with the next step to update workstations only after the update process on the server is complete. 

  8. Each workstation will be prompted to update as shown below:  Note that the client update from the server requires the EBMS\Server\ClientInstaller directory to be shared.   Review Initial Installation > Client for information on this important shared server directory.  

  9. Repeat this step for each workstation that has the EBMS software installed.   Note that the user must have administrative security rights to complete the workstation update.  


The Roll Back EBMS option can be used to reverse an EBMS update if absolutely necessary.    

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For Technical Support, contact Koble Support at 717.442.3247 Ext. 2 or email mytickets@koblesystems.com with any questions.

DISCLAIMER 

In no event shall Koble Systems, Inc. be liable for costs of procurement of substitute products, loss of profits, data or use of the software product, or special, incidental, or consequential damages or other similar claims, however caused, and on any theory of liability, even if Koble Systems, Inc. has been specifically advised of the possibility of such damages. In no event shall Koble Systems, Inc. be liable for any damages to you or any other person ever exceed the lower of the suggested list price or the actual purchase price paid for the software product, regardless of the form of the claim. These limitations shall apply notwithstanding any failure of essential purpose of any limited remedy. All third-party suppliers to Koble Systems, Inc. of any portion of the software product make no warranty and shall have no liability to you.

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