OpenInsight Upgrade Guide

Version 9.4

A Division of Revelation Technologies, Inc.

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COPYRIGHT NOTICE

© 1996-2013 Revelation Technologies, Inc. All rights reserved. No part of this publication may be reproduced by any means, be it transmitted, transcribed, photocopied, stored in a retrieval system, or translated into any language in any form, without the written permission of Revelation Technologies, Inc. SOFTWARE COPYRIGHT NOTICE Your license agreement with Revelation Technologies, Inc. authorizes the conditions under which copies of the software can be made and the restrictions imposed on the computer system(s) on which they may be used. Any unauthorized duplication or use of any software product produced by Revelation Technologies, Inc., in whole or in part, in any manner, in print or an electronic storage-and-retrieval system, is strictly forbidden. TRADEMARK NOTICE OpenInsight is a trademark and Advanced Revelation is a registered trademark of Revelation Technologies, Inc. Windows 2000®, Windows XP Professional®, Windows 2003® Windows 2008, Windows Vista Business®, Windows 7 Ultimate®, Windows 8 and above are registered trademarks of Microsoft, Inc. Part No. 314-954 Printed in the United States of America.

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Table of Contents

SECTION I: BEFORE YOU BEGIN ....................................................................................................... 4 

SECTION II: RUNNING THE UPGRADE ON THE SERVER .......................................................... 5 

SECTION III: UPGRADING YOUR WORKSTATIONS .................................................................. 16 

SECTION IV: SETTING YOUR OIPI VERSION............................................................................... 23 

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Section I: Before you begin

1. Locate your upgrade authorization code that you received from Revelation Software or your authorized reseller. You will need this authorization code to activate the upgrade process.

2. Close all non-essential Windows programs.

3. Stop the OEngineServer and OETelnetServer services.

4. This software will only run on Windows XP Professional, Vista Business 32&64-bit, Vista Ultimate

32&64-bit, Windows 7 Ultimate 32&64-bit, Windows 8, 2000 Server, 2003 Server or 2008 Server.

5. OpenInsight 9.4 and above includes a client install process. When initially installing the 9.4 (either a full install or an upgrade), the client files can be installed on the ‘server’ (where OpenInsight is being installed or upgraded) automatically at the end of the setup process. On other workstations, administrators must point to the OpenInsight directory on the server and run the ClientSetup.exe file.

The Data Encryption component requires the Microsoft .NET 4.0 Framework. The client install process contains the following components:

OpenInsight idxSets v1.3 – This is a .Net version of idx sets. This can be activated by changing the configuration record CFG_IDX_SETS found in the SYSENV table.

OpenInsight Browser Control v1.0 – This component is for our “embedded” O4W that can be used on an OpenInsight form.

OIBFSHelper – This component if for use with our multivalue connector technology (MVBFS). RevelationDotNet – This contains OIPI.NET, the BRW, NetOI, RevDotNet, and all other .Net

2.0 utilities. Revelation Software Encryption Client – This is a .Net 4.0 component of Data Encryption at

Rest (DER) on the client. RevelationDotNet4.0 – This is a .Net 4.0 version of NetOI and RevDotNet

6. Extract the upgrade from the upgrade zip file.

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Section II: Running the upgrade on the server

1. Execute the Setup.exe from within the location to which the upgrade was extracted.

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Section III: Upgrading your workstations Workstations running OpenInsight 9 are required to run the clientsetup.exe program to install several client-side tools required for OpenInsight to operate correctly. Each version of OpenInsight has a matching version of clientsetup.exe. Only one version of the client setup tool should be installed at any one time. Sometimes during troubleshooting or version upgrades it is necessary to completely remove all of the client setup components. The script provided in this knowledge base article provides a thorough and fast method to remove all of the client setup components.

1. Execute the ClientSetup.exe from within your OpenInsight directory.

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Section IV: Setting your OIPI version

1. By default OpenInsight 9.4 will utilize OIPI.NET as the print engine. You can configure your system to use OIPI by changing the VSPRINTER2 setting in the SYSENV table to VSPRINTER. From the SYSPROG application open the System Editor.

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Select Open, Record.

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2. Choose the SYSENV table and the CFG_OIPI record.

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If you want to utilize OIPI.NET set field 1 of the CFG_OIPI to VSPRINTER2. Save the record, close OpenInsight. Your changes will take effect when OpenInsight is reopened.

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If you want to utilize OIPI set field 1 of the CFG_OIPI to VSPRINTER. Save the record, close OpenInsight. Your changes will take effect when OpenInsight is reopened.

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