Upgrade Synergy Process - 4.7.4 or prior version

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

The installation files to upgrade to that latest version are available in Synergy Cloud Services within the Downloads area. Download this ZIP file which contains all the upgrade files required to upgrade from an older version of Synergy to the latest release.

Click on the link below to download the install files:

• https://synergycloudapp.com/Help/Download/f1100617-b6a3-421d-9a18-3287cedc1a13
• Save the downloaded files to your Synergy server.

How to extract the downloaded files using Windows Explorer:

1. Locate the downloaded file which you saved to the server.
2. Double click the .zip file to open.
   
   Or right click the file, and choose to Open With > Windows Explorer.
3. Select the ‘Extract all files’ option.
4. Click ‘Browse’ to choose a folder on the server to save files. Please save this to a network location, as it will be re-used multiple times.
5. Click Extract.
6. Close.

Make sure you are using the Administrator account login on the server, before you start to install Synergy.

The setup process will download and install all the Synergy prerequisites automatically, when they are not already installed on the server.

Download all the required files from Synergy Cloud Services in a ZIP file using the link below:

Download the prerequisites from Synergy Cloud Services > Support area.

 

Use the links below to download the files, and find out more information on these requirements and how to complete the installation process.

Windows Installer 4.5	More Information
Microsoft .NET Framework 4	More Information
MXML6	More Information
Microsoft Report Viewer 2010 (SP1)	More Information

Which step you will begin from in this document will depend on what version of Synergy is currently installed on the server. Check the Synergy version that is installed on the server by:

1. Logging 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 release of Synergy is currently installed.

Click the image above to view the Version # on the Database Properties screen.

Use the version number you located in Part E above to determine which step in this topic you need to begin the upgrade process from. The upgrade to the latest release of Synergy is a multi step process if an older version of Synergy is currently installed.

• If you have Synergy 4.6.2, 4.6.3, 4.7.0, or 4.7.1 installed, start from Step 2.
• If you have Synergy 4.7.2 installed, start from Step 3.
• If you have Synergy 4.7.4 installed, start from Step 7.
• If you have Synergy 4.7.6 or higher installed, start from Step 9. Upgrade from 4.7.6 or higher release is also covered in the general upgrade instructions topic.

The installation files were downloaded from Synergy Cloud Services in an earlier step.

Follow the steps below to begin the installation process.

1. Locate the unzipped installation files on the server.
2. Go to the 'Synergy 4.7.2 Installer' folder.
3. Double click the file 'Setup.exe' to start the install process.

Complete the steps below to upgrade Synergy to the 4.7.2 release.

1. Start the Upgrade - Select the 'Maintain or upgrade an existing instance' option, and then select your Synergy database in the table shown. Click Next.
   

Click the image above to view the upgrade window.

2. Click Yes on the confirmation pop-up message.

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

3. Click Yes if a Windows UAC (User Account Control) message is shown. The installation of the new Synergy version will begin. This process will take a few minutes.

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

4. Install of Upgrade files completed - Click Finish to close the install wizard.

Click the image above to view the InstallShield Wizard Completed window.

5. Login to Synergy - Double click the Synergy shortcut on the desktop to open the application. Login to Synergy with a Administrator orSystem Administrator access level login.

6. Upgrade the database - Click Next to begin the database upgrade process.

Click the image above to view the Database Upgrade Wizard window.

7. Client Installation Files - Check the 'Skip this step' box and click next. The install files are only required to be copied to the other office locations in the final upgrade step.

Click the image above to view the Client Installation Files window.

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

Click the image above to view the start the upgrade window.

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

Click the image above to view the database upgrade complete window.

After upgrading to Synergy 4.7.2 release the following error message may be shown. This advises that the SQL log files settings are not setup correctly, and these steps will help to resolve this error.

The log file settings are setup in SQL Server Management Studio. Open this application by:

1. Click on the Start button.
2. Select All Programs > Microsoft SQL Server
   
   i.e. If you have SQL 2008 R2 installed, this folder is called 'Microsoft SQL Server 2008 R2'
3. Select SQL Server Management Studio.
4. Login using the following settings:
   1. Server type = Database Engine.
   2. Server name = <your Synergy server name>\SYNERGY
   3. Authentication= SQL Server Authentication.
   4. Login = sa
   5. Password is either ' Synergy2008' for the SQL2008 R2 edition, or 'Synergy2012' for SQL 2012 edition, or 'Synergy2014' for the SQL 2014 edition of SQL Express. These are the most commonly used SQL passwords for Synergy.
      The SQL password was defined during the initial setup for Synergy. If a custom password was used, please enter this here.
   6. Click Connect.

Click the image above to view the SQL Server Management Studio login window.

The object explorer panel is shown on the left side of the open SQL Management Studio windows. Within the object explorer panel complete the following steps:

1. Expand the 'Databases' group.
2. Locate the database 'Synergy' in the list.
3. Right mouse click on the Synergy database name, and select 'Properties' from the list.
4. In the Select a page panel of the Properties window, select 'Options'.
5. Change the 'Recovery model' setting to 'Simple' using the drop down list.

Click the image above to view the SQL Database Properties > Options tab.

6. Select the 'Files' option in the 'Select a page' panel.
7. In the 'database files' table locate the row with the logical name of 'Synergy_log'.
8. Change the 'Initial Size (MB)' to be '10'.
   
   Click into this field, and type the new value of 10 to update this setting.
9. Click OK, and the changes will be applied to the Synergy database.

Click the image above to view the SQL Database Properties > Files tab.

10. The SQL log file changes have been applied.
11. Close SQL Management Studio.

1. Open Synergy using the shortcut on the desktop of the server.
2. Select the File menu > Database > Compact and Repair feature.
3. Click the Run button.
4. This process will take a few minute to complete. After the process has finished the window will close automatically.
5. Close Synergy once this has completed.

Click the image above to view the Synergy Compact and Repair feature.

The required installation files were downloaded from Synergy Cloud Services in an earlier step.

1. Locate the unzipped installation files.
2. Go to the 'Synergy 4.7.2 Patch 16' folder.
3. Leave this window open and carry on to the next step.

1. Open Synergy on the server. A shortcut will be on the desktop of the server.
2. Login to Synergy using an Administrator or System Administrator access level account.
3. Drag and drop the script file you located in Step 1 onto Synergy.
   This can be done when you can see both Synergy and Windows Explorer at the same. Highlight the script file in Windows Explorer, and drag it onto Synergy.
4. The data fix window below will be shown.
5. Enter the script password.
6. Click Run.
7. Synergy will close once the script installation is complete.

Click the image above to view the Patch installation screen.

The required installation files were downloaded from Synergy Cloud Services in an earlier step. Follow the steps below to begin the installation process.

1. Locate the unzipped installation files.
2. Go to the 'Synergy 4.7.4 Installer' folder.
3. Double click the file 'Setup.exe' to start the installation process.

Complete the steps below to upgrade Synergy to the 4.7.4 release.

1. Start the Upgrade - Select the 'Maintain or upgrade an existing instance' option, and then select your Synergy database in the table shown. Click Next.

Click the image above to view the Synergy upgrade screen.

2. Click Yes on the confirmation pop-up message.

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

3. Click Next on the resuming the Install Wizard screen.

Click the image above to view the Install Wizard.

4. Click Yes if a Windows UAC (User Account Control) message is shown. The installation of the new Synergy version will begin. This process will take a few minutes.

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

5. Install of Upgrade files completed - Click Finish to close the install wizard.

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

6. Login to Synergy and upgrade the database - Double click the Synergy shortcut on the desktop to open the application.
   Login to Synergy using an Administrator or System Administrator access level login.
   
7. Click Next to begin the database upgrade process.

Click the image above to view the Database Upgrade Wizard window.

8. Client lnstallation Files - Check the 'Skip this step' box and click next. The install files are only required to be copied to the other office location in the final upgrade step.

Click the image above to view the Client Installation Files window.

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

Click the image above to view the start the upgrade window.

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

Click the image above to view the database upgrade complete window.

The required installation files were downloaded from Synergy Cloud Services in an earlier step.

1. Locate the unzipped installation files.
2. Go to the 'Synergy 4.7.4 Patch 11' folder.
3. Leave this window open and carry on to the next step.

1. Open Synergy on the server. A shortcut will be on the desktop of the server.
2. Login to Synergy using an Administrator or System Administrator access level account.
3. Drag and drop the script file you located in Step 1 onto Synergy.
   
   This can be done when you can see both Synergy and Windows Explorer at the same. Highlight the script file in Windows Explorer, and drag it onto Synergy.
4. The data fix window below will be shown.
5. Enter the script password.
6. Click Run.
7. Synergy will close once the script installation is complete.

Click the image above to view the Patch installation screen.

The required installation files were downloaded from Synergy Cloud Services in an earlier step. Follow the steps below to begin the installation process.

1. Locate the unzipped installation files.
2. Go to the 'Synergy 4.8.2 Installer' folder.
3. Double click the file 'Setup.exe' to start the installation process.

Complete the steps below to upgrade Synergy to the 4.8.2 release.

1. Start the Upgrade Click Next on the Welcome to the Install Wizard screen.

Click the image above to view the Synergy upgrade screen.

2. Check the box for the product you are upgrading. Click Next.

Click the image above to view the Synergy product selection screen.

3. Confirm the installation folder location. Click Next.

Click the image above to view the destination folder screen.

4. Start the Installation process by clicking the Install button. This process will take a few minutes to complete.

Click the image above to view the ready to install screen.

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

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

6. Install of Upgrade files completed - Click Finish to close the install wizard.

Click the image above to view the Install Complete window.

7. Login to Synergy and upgrade the database - Double click the Synergy shortcut on the desktop to open the application.
   Login to Synergy using an Administrator or System Administrator access level login.
8. Click Next to begin the database upgrade process.

Click the image above to view the Database Upgrade Wizard window.

9. Client lnstallation Files - Check the 'Skip this step' box and click next. The install files are only required to be copied to the other office locations in the final upgrade step.

Click the image above to view the Client Installation Files window.

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

Click the image above to view the start the upgrade window.

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

Click the image above to view the database upgrade complete window.