Upgrade instructions

Follow the steps below to upgrade Synergy to the latest version on the server, and on client PCs.

ClosedGetting Started
Who can use it? Where is it?

Administrator

System Administrator

 File > Database > Download latest version

Tips:

Step 1: Login to the server as Administrator

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

Step 2: Check what version of Synergy is installed

The upgrade process for Synergy will vary based on the version currently installed on the server. Check the Synergy version by:

  1. Open Synergy by double clicking the shortcut on the desktop of the Synergy server.
  2. Login to Synergy.
  3. Select the Help > About Synergy option.
  4. The current version of Synergy is displayed in the pop-up window.

If you are on Synergy version 4.7.4 or prior, please follow these upgrade instructions.

Step 3: Get prerequisite files 

The installer will check your system for prerequisite applications.  These must be installed before Synergy can be upgraded.

The Synergy server may reboot as part of the prerequisite installation process.

The above screen is not shown if the prerequisite files are already installed on the Server or PC.

If you have previously upgraded to Version 4.7.4 or higher, then the installation of the prerequisite files is already complete.

ClosedObtain the Prerequisite files to be installed.

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.

ClosedAutomatic Install (Internet download)

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

Select the Install button to begin.

ClosedManual Install (Support Download)

You can download these files from Support in Synergy Cloud Services. The Support download includes all the prerequisite files. Download this ZIP file and reuse it on multiple computers on your network, to save on the downloads required when you are installing Synergy onto a Server and several PCs.

  1. Click the Cancel button to use this method.
  2. Download the files from Support, and save the files to a network location.
    Click here to download the prerequisites from Support.
ClosedMicrosoft prerequisites applications

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

Step 4: Pause the Synergy Cloud Sync

Before starting the Synergy upgrade you must make sure that any sync's for Synergy Cloud Services have been paused. Learn more about what this process is in the Synergy Cloud Sync - technical overview topic.

ClosedComplete the following steps:
  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'.

Tips:

Step 5: Upgrade the Synergy database server to 4.9.10 

Complete the steps below to upgrade Synergy to the latest release. This process outlines how to upgrade from the Synergy 4.7.6 (or higher) release to the latest Synergy version 4.9.10 .

Complete this step on the server. Learn more about the Synergy database server location.

ClosedPart A: Check what version of Synergy is installed

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.

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

Tip: If you are at a earlier version of Synergy (prior to 4.7.6) , please follow these alternate upgrade instructions.

ClosedPart B: Login to the server

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

All Synergy users must be logged out before you can begin the upgrade process.

Use the Administration Tools > Logged in Users list to check if everyone has exited Synergy. Learn more about checking logged in users.

ClosedPart C: Download the Installation Files

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.

ClosedOption 1 - Download within Synergy - Use if on Synergy Version 4.8.8 or higher
  1. Login to Synergy using an Administrator or System Administrator access level account.
  2. Click on the File Menu > Database > Download the latest version option.
  3. The 'Download Installer' pop-up will be shown.
  4. (Optional for Multi Office sites) Click the 'Copy the client installer to the other office locations' option when you have the Multi Office feature enabled.
  5. Click the Download button.

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

  1. The download process will take a few minutes to complete. The 'Downloading' spinner will be shown until the installer file download is complete.
  1. Click Yes to begin the installation process.

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

  1. Continue with the instructions below to upgrade Synergy.
ClosedOption 2 - Download from Cloud Services - Use if on Synergy Version 4.7.6, 4.8.0, 4.8.2, 4.8.5, 4.8.6, or 4.8.7.
  1. Click on the following web link, or copy and paste it into your browser. https://synergycloudapp.com/Help/Download/c62daf42-6143-4c49-b24c-7d238e5fa664
  2. Login to Synergy Cloud Services.
    Learn more about Synergy Cloud Services or watch this video to learn how to login.
  3. Click the Download button for the against the Synergy 4.9.10 Release Installer file.

Tip: If you are at a earlier version of Synergy (prior to 4.7.6) , please follow these alternate upgrade instructions.

ClosedPart D: Upgrade the Synergy Server to the latest release 4.9.10 

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.

  1. Click Next to begin the upgrade process.

Click the image above to view the Synergy Upgrade Wizard.

  1. (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.

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

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

  1. 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.

  1. 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.

  1. 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.
  2. Start the Synergy database upgrade. Double click the Synergy desktop icon to open the application.
  3. Login to Synergy using an Administrator or System Administrator access level account.
  4. Click Next to begin the database upgrade process.

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

  1. 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.

Tip: The button Copy to Offices will be available if you are licensed for Multi Office and the installer will be copied to the Synergy network directory for each office location. Click here for more information if you use Multi Office.

  1. 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.

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

Click the images above to view the upgrade complete.

  1. 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.

Step 6: Enable the Cloud Sync

After the upgrade is complete, you need to re-start the sync for Synergy Cloud Services. Learn more about what this process is in the Synergy Cloud Sync - technical overview topic.

ClosedComplete the following steps:
  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'.

Step 7: Upgrade the PCs to 4.9.10 

After upgrading the Synergy server to the latest version, each of the desktops will be upgraded. When users next login to Synergy after the server upgrade has been completed, they will be prompted to update the software on their PC.

Choose one of the following installation methods:

  1. Manual PC Upgrade Process
  2. MSI Installer

Tips:

ClosedSteps to upgrade the desktop PC's
  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.

  1. 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.

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

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

  1. 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.

  1. 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.

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

Tip: Click here to install the MS Outlook® plugin.

Step 8: Tell everyone about it 

Email your staff to let them know Synergy Version 4.9.10 is now available.

Learn more about the new features in this release.

Learn more about extra details added to the help files in this release.

Connect users

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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