rocksolid v5 upgrade manualalternatively, you can open windows explorer on your computer and double...

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TECH SUPPORT DOCUMENT [email protected] MARCH 30, 2012 1 RockSolid POS | 800-588-5128 | [email protected] | ECi Software Solutions RockSolid v5 Upgrade Manual Preliminary Server Upgrade Checks Read through this document entirely. If you have a question on a procedure, contact us. Make sure the user that is logged into the server has Administrator permissions. {pg 9} Make sure you are currently running RockSolid POS v4.13.13 if not, contact us. All Windows Updates need to be done, in Internet Explorer Tools Windows Update. {pg 10} Upgrading RockSolid to v5 should be done after store hours, after running your End of Day, Backup, & Compact in RoMan. It is also recommended to run your full Rock directory backup to an external device or LAN storage. All stations are to be logged out of all RockSolid programs & RockSocket closed (if applicable). PCCharge (if applicable) needs to be shut down. Antivirus should be disabled completely, or needs to be configured to exclude both the [Drive]:\Program Files {(x86)}\Rock\ and C:\RSinstallTemp\ directories from active scanning until the installation completes. Adding these directories to the AV exclusion area is good practice for conducting business also, as they often provide “false positives” in our software. Preferred computers should have at least 10 gigs free drive space & at 2 gigs RAM installed. IMPORTANT: On the server, in RoMan, click Help then About and copy down the database path of the current Rock directory. In this example, the path is C:\Program Files\Rock\ Write down your database path below. DB Path=_______________________________________________

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Page 1: RockSolid v5 Upgrade ManualAlternatively, you can open Windows explorer on your computer and double click the icon below: Press Next throughout the installation after following instructions

TECH SUPPORT DOCUMENT [email protected]

MARCH 30, 2012

1 RockSolid POS | 800-588-5128 | [email protected] | ECi Software Solutions

RockSolid v5 Upgrade Manual

Preliminary Server Upgrade Checks

Read through this document entirely. If you have a question on a procedure, contact us.

Make sure the user that is logged into the server has Administrator permissions. {pg 9}

Make sure you are currently running RockSolid POS v4.13.13 – if not, contact us.

All Windows Updates need to be done, in Internet Explorer – Tools – Windows Update. {pg 10}

Upgrading RockSolid to v5 should be done after store hours, after running your End of Day,

Backup, & Compact in RoMan. It is also recommended to run your full Rock directory backup to

an external device or LAN storage.

All stations are to be logged out of all RockSolid programs & RockSocket closed (if applicable).

PCCharge (if applicable) needs to be shut down.

Antivirus should be disabled completely, or needs to be configured to exclude both the

[Drive]:\Program Files {(x86)}\Rock\ and C:\RSinstallTemp\ directories from active scanning until

the installation completes. Adding these directories to the AV exclusion area is good practice for

conducting business also, as they often provide “false positives” in our software.

Preferred computers should have at least 10 gigs free drive space & at 2 gigs RAM installed.

IMPORTANT: On the server, in RoMan, click Help then About and copy down the database path

of the current Rock directory.

In this example, the path is

C:\Program Files\Rock\

Write down your database path below.

DB Path=_______________________________________________

Page 2: RockSolid v5 Upgrade ManualAlternatively, you can open Windows explorer on your computer and double click the icon below: Press Next throughout the installation after following instructions

TECH SUPPORT DOCUMENT [email protected]

MARCH 30, 2012

2 RockSolid POS | 800-588-5128 | [email protected] | ECi Software Solutions

Checking the data

On the server, download www.rocksolidpos.com/SMaRT_NexG.exe to the desktop, double click the

icon, and Run if prompted. Click Start -- this will unpack the SQL Migration and Readiness Tool to the

desktop into a folder named SMaRT – open this folder and double click the SMRT icon, which will begin

the database check. This will take a few minutes to perform, and should give results confirming your

database’s SQL readiness. If it tells you otherwise, log back into RoMan, upload files to RockSolid &

contact support.

Download & Installation of RockSolid v5

Get the newest v5 RockSolid Feature Pack in RoMan >> Utilities >> Support >> press the [Get Feature

Pack Now!] button. A download window will pop up and show the progress. After downloading

competes, exit & reopen RoMan on the server, this will trigger the upgrade to begin.

If the computer does not meet the required performance specs, the installer will give a window to initial

and continue. These are not determined to be absolute minimums required, but much less than the

recommended minimum may cause serious performance issues.

IMPORTANT: If you ever have to restart the v5 installer, you will be asked to Modify, Repair, or

Remove by the screen below – always choose Repair.

Page 3: RockSolid v5 Upgrade ManualAlternatively, you can open Windows explorer on your computer and double click the icon below: Press Next throughout the installation after following instructions

TECH SUPPORT DOCUMENT [email protected]

MARCH 30, 2012

3 RockSolid POS | 800-588-5128 | [email protected] | ECi Software Solutions

Beginning Server Installation:

Merge Modules will install first, and should push the computer through a quick reboot (if not, it’s okay –

the modules have been installed before). After rebooting, the installer should prompt to continue – if it

does not continue on its own after rebooting, type or copy-and-paste the following command in the Start

>> Run box in Windows – C:\RSinstallTemp\RockSetup.exe – this will restart the installer.

Alternatively, you can open Windows explorer on your computer and double click the icon below:

Press Next throughout the installation after following instructions. Accept the agreement & press Next.

Choose the RockSetup.exe

without the space in the name.

This file restarts the installer.

Page 4: RockSolid v5 Upgrade ManualAlternatively, you can open Windows explorer on your computer and double click the icon below: Press Next throughout the installation after following instructions

TECH SUPPORT DOCUMENT [email protected]

MARCH 30, 2012

4 RockSolid POS | 800-588-5128 | [email protected] | ECi Software Solutions

The Destination Folder should match the DB Path= entry that was recorded before beginning. This is

very important to have match. Press Change… if correction is needed & select the proper destination.

Select the RockSolid POS Server radio button and press Next. It is now ready to begin the server

installation, click Install. You may need to press Next & Install again. This will trigger Microsoft SQL

Server 2008 R2 to begin its installation, which can take from several minutes up to an hour to install.

Press Change… if the installation

path does not match the path

you recorded earlier!

Page 5: RockSolid v5 Upgrade ManualAlternatively, you can open Windows explorer on your computer and double click the icon below: Press Next throughout the installation after following instructions

TECH SUPPORT DOCUMENT [email protected]

MARCH 30, 2012

5 RockSolid POS | 800-588-5128 | [email protected] | ECi Software Solutions

Typical SQL Server 2008 R2 installation screenshots:

Several windows will appear & disappear throughout the installation and may appear hung up at times.

Be patient, this is a processor-intensive procedure and will take some time.

Once the SQL installation is complete, the data migration will begin – this can be a very long process.

This can take up to several hours to complete, depending on the size of your database & the speed of

the computer. If this appears to be hung “Moving Tables”, it is not – DO NOT STOP THIS PROCESS!!

Contact support if you feel this is not operating correctly.

Page 6: RockSolid v5 Upgrade ManualAlternatively, you can open Windows explorer on your computer and double click the icon below: Press Next throughout the installation after following instructions

TECH SUPPORT DOCUMENT [email protected]

MARCH 30, 2012

6 RockSolid POS | 800-588-5128 | [email protected] | ECi Software Solutions

Once the Migration is complete, click Finish to end the server installation, and it will now begin installing

the “client” side of the program. The client is installed on every station, including the server.

The client installer looks very much like the server installer for the most part, just click Next or Install

when prompted! Once complete, the installer will prompt to reboot the machine. Do this, then log in

to RoMan to ensure you’re on the newest version. Now we’re ready to upgrade the workstations!

Page 7: RockSolid v5 Upgrade ManualAlternatively, you can open Windows explorer on your computer and double click the icon below: Press Next throughout the installation after following instructions

TECH SUPPORT DOCUMENT [email protected]

MARCH 30, 2012

7 RockSolid POS | 800-588-5128 | [email protected] | ECi Software Solutions

Upgrading Workstations

Upgrading the workstations requires reconnecting them with the RockODBC utility – this can be found in

the Start Menu in Windows >> All Programs >> RockSolid (folder) >> ODBC Setup

The Rock Register Connector will come up by default with the Standard tab selected, we want to choose

the SQL Server tab, and then click Browse.

Browse the Network

for your server, select

its shared Rock folder

and press OK

The fields will populate with the name of your

Rock server & other information seen here. Press

OK now and you should get the message below.

Page 8: RockSolid v5 Upgrade ManualAlternatively, you can open Windows explorer on your computer and double click the icon below: Press Next throughout the installation after following instructions

TECH SUPPORT DOCUMENT [email protected]

MARCH 30, 2012

8 RockSolid POS | 800-588-5128 | [email protected] | ECi Software Solutions

Now open either Rock or RoMan and the program will prompt you to perform the update, click Yes.

Merge Modules will install, followed by a reboot, and the installer should resume – if it does not

continue on its own after rebooting, type or copy-and-paste the following command in the Start >> Run

box in Windows – C:\RSinstallTemp\RockSetup.exe – this will restart the installer. Alternatively, you

can explore the computer and double click the icon below:

Proceed through the installer by clicking Next or Install when prompted, and reboot when completed!

Log in and test transactions. Don’t forget to restart PCCharge (if applicable) and your antivirus!

Upgrade RockSocket & RockRemote on the handheld (you will need the device in the cradle for this)

with the walk-through installer from: www.rocksolidpos.com/RRsetupV5.exe

As always, we’re here for your support 7am – 7pm ET weekdays, 9am – 4pm ET Saturday.

24-hour emergency on call support available (fees may apply) – call the toll free number and listen for

the after-hours technician prompt.

Please contact us for any concerns:

[email protected]

800-588-5128

Choose the RockSetup.exe

without the space in the name.

Page 9: RockSolid v5 Upgrade ManualAlternatively, you can open Windows explorer on your computer and double click the icon below: Press Next throughout the installation after following instructions

TECH SUPPORT DOCUMENT [email protected]

MARCH 30, 2012

9 RockSolid POS | 800-588-5128 | [email protected] | ECi Software Solutions

An Administrator user

will have the title of

Administrator

A non-Administrator

user will have the title

of Standard User

Page 10: RockSolid v5 Upgrade ManualAlternatively, you can open Windows explorer on your computer and double click the icon below: Press Next throughout the installation after following instructions

TECH SUPPORT DOCUMENT [email protected]

MARCH 30, 2012

10 RockSolid POS | 800-588-5128 | [email protected] | ECi Software Solutions

Click Windows Update to go to

Microsoft’s update site.

Use Custom to see all

available updates.