Upgrade instructions

Who can use it?	Where is it?
Administrator System Administrator	File > Database > Download latest version

Before commencing the Synergy Practice Managementupgrade check that the prerequisites files are installed on the server and PCs. If these files are not installed, it is suggested that you consider the 'Manual Install' option below to stop the Synergy installer from re-downloading these files from the internet as part of the installation process on each PC that is upgraded.

Use the links below for more information on these files, and view instructions how to complete the install process:

• Windows Installer 4.5 - More Information
• Microsoft .NET Framework 4 - More Information
• MSXML6 - More Information
• Microsoft Report Viewer 2010 (SP1) - More Information

1. Login to the Synergy Server (or the location where the sync is running).
2. Open Task Scheduler (or previously called Scheduled Tasks). This can be found in the Administration Tools menu in most server versions.
3. Click on 'Task Schedule Library' in the left pane.
4. In the centre pane find the item called 'Synergy Cloud Sync' or similar.
5. Right click on the task and choose 'Disable'.

Before you begin the upgrade on the Synergy server, check what release of Synergy is currently installed:

1. Login to Synergy.
2. Click on the File Menu.
3. Select Database.
4. Choose Properties from the list of database functions.
5. The Database Information screen is shown. The 'Version' section on screen displays what version of Synergy is currently installed.

Click the image above to see where to locate the Synergy Version.

6. Continue with these instructions in Part B only if you are at Synergy version 4.7.6 or higher.

Login to the server using the Administrator account login to install Synergy.

Synergy has a method to download the latest installer, and begin the upgrade wizard on the server in one action. However the location of the download files changed in the 4.8.7 release. Due to this the download latest version option within the Synergy Database menu only works if you have the 4.8.7 or higher version installed.

The installation files are stored in Synergy Cloud Services in the Support area. Use option 2 if you prefer to download the file and install it at a later point, or if you have any of the following Synergy versions installed: 4.7.6, 4.8.0, 4.8.2, 4.8.5, 4.8.6, or 4.8.7.

Complete the steps below to upgrade the Synergy server to latest release.

1. Start the Upgrade Click Yes on to start the upgrade process.

Click the image above to see the start the upgrade pop-up message.

2. Click Next to begin the upgrade process.

Click the image above to view the Synergy Upgrade Wizard.

3. (Optional) If multiple instances of Synergy have been installed on the server (a Live database and a Demo database), the following screen will be shown. Select the top database in the list then press 'Next' to upgrade the Live Production Synergy Database Instance.

Click the image above to view the database upgrade selector.

4. Click Yes if a Windows UAC (User Account Control) message is shown.

Click the image above to view the UAC pop-up message.

5. You will be prompted to close MS Outlook® if it is open on the server. Save any email messages, then press OK.

Click the image to view the message that MS Outlook® needs to be closed for the upgrade to continue.

6. The install process can take a few minutes to complete. Click Finish, when the 'InstallShield Wizard Completed' screen is shown.

Click the image above to view the install completed screen.

7. If the Synergy desktop shortcut doesn't exist, you can create one now on the server. Create a new shortcut by:
   1. Open Windows Explorer by right mouse clicking on the start button and choosing Windows Explorer.
   2. Navigate to the following folder: C:\Program Files (X86)\Total Synergy\bin
   3. Locate the file 'Synergy.exe' in the list.
   4. Right mouse click and select 'Create shortcut'.
   5. Click Yes on the next pop-up and the shortcut will be placed on the Desktop.
8. Start the Synergy database upgrade. Double click the Synergy desktop icon to open the application.
   
9. Login to Synergy using an Administrator or System Administrator access level account.
   
10. Click Next to begin the database upgrade process.

Click the image above to view the start of the database upgrade.

11. On the Client Installation Files screen:
    1. If there is a red cross shown, then select the Download button. If there is a green checkmark shown, continue to the next item below.
    2. If multi office is in use - where available select Copy to Offices. This will copy the download file to allow the PCs in each office to have access to the upgrade file locally.
    3. If multi office is not in use, then check the 'Skip this step' box.
    4. Click Next.

Click the image above to view the client installation files screen.

12. Start the database upgrade - Click Next. The upgrade process will take a few minutes to complete.

Click the images above to view the database upgrade in progress.

13. Upgrade Complete - Click Finish to close the wizard.

Click the images above to view the upgrade complete.

14. The upgrade on the server is complete. You can now login back into Synergy on the server. Complete The next step to upgrade each of the client PC's.

1. Login to the Synergy Server (or the location where the sync is running).
2. Open Task Scheduler (or previously called Scheduled Tasks). This can be found in the Administration Tools menu in most server versions.
3. Click on 'Task Schedule Library' in the left pane.
4. In the centre pane find the item called 'Synergy Cloud Sync' or similar.
5. Right click on the task and choose 'Enable'.

1. Open Synergy Practice Management.
2. Login to Synergy using the normal user login details for the PC.
3. Click Yes to start the PC upgrade.

Click the image above to see the prompt to being the PC upgrade for Synergy.

4. Click Yes to the 'Perform an Upgrade' message that appears. This will launch the installation wizard.

Click the image above to view the perform an upgrade pop-up message.

5. Click Next. The latest version of Synergy will be installed.

Click the image above to view the start of the installation wizard.

6. If User Account Control is enabled on your Windows PC (Vista or higher), then click Yes to allow the installation process.

Click the image above to view the message shown if User Account Control is enabled in Windows.

7. The installation process will begin and takes a few minutes to complete. Click Finish on the 'InstallShield Wizard Completed window.

Click the image above to view the completed upgrade process wizard.

8. You can now re-open Synergy Practice Management on the PC and login.