07-Upgrading 4D & SapphireOne Short Version

The following is a very brief list of items to remember when performing either a 4D or SapphireOne upgrade.
This article should be read in conjunction with article 06-SapphireOne Server Upgrade Reference Guide.
Since both updates are basically the same procedure, where applicable, the 4D instruction will be listed first followed by the SapphireOne instruction.

Getting Ready using the old version.

  1. Downloading Files – Download the required files from the SapphireOne File Station to your server as required.
    • 4D – The 4D Application file which is 450 to 500 Mb.
    • SapphireOne – The SapphireOne build which is 45 to 50 Mb.
  2. Unzipping/Unpacking – Unpack these down loaded files into the download folder on your server.
  3. Errors – For both procedures use the old version and check your data file for any errors.
    • If no errors are found, move on to the next item in this list
    • If any errors are found, please email the with SapphireOne support team before proceeding.
    • Take a note of the most recent transaction created. It can be used as a final check when restarting the SapphireOne data file to confirm that you have selected the correct SapphireOne data file when restarting.
  4. Folder Locations – Check the location of these folders on the server hard drive.
    • 4D – Where is the 4D app located on the hard drive, SapphireOne XX.x Server
    • SapphireOne – Where is the Server Database folder located on the hard drive.
Folder Layout Mac PC

The SapphireOne XX.x Server application is directly linked to the Server Database folder supplied by SapphireOne. These Server Database folders must not be installed under any other release of 4D.

When 4D releases a new version or an Incremental upgrade, SapphireOne will also include a new version to operate correctly with the new 4D application.

  1. Live Data File – Where is the live data file and what is the containing folders name. Also can you verify its location.
    • Maintenance Tab – From this tab on the server, Verify Indexes & Records should be executed and the Compaction of the data file should also be considered.
  2. Shut Down Server – Shut down the old server.
  3. Backup Live Data File – Perform a manual backup of your Live SapphireOne data file. Any new version or build may make substantial changes to your data file. It is very easy to revert to a backup copy of your Live SapphireOne data file if required.

Installing New Version/Builds

  1. Copying Folder – Copy the following folder to the required location on your had drive.
    • 4D – Copy the SapphireOne XX.x Server folder into the correct location on the hard drive.
    • SapphireOne – Copy the Sever Database folder into the correct location on the hard drive.
  1. New Shortcuts? – Create new shortcuts as follows.
    • 4D – Create new short cuts when the 4D application has been replaced.
      • Remove the old shortcuts remembering to delete any on the dock or toolbar.
    • SapphireOne – Not necessary when Server Database folder only has been replaced.

Start the New Server/Build

  1. Restart New Server/version – Restart the server using the 4D application or the SapphireOne build.
  2. Client Application – Use a client machine and log in to the sever and perform the following checks.
    • 4D – Check that the version number is correct.
    • SapphireOne – Check that the Data file is the correct build.
      • Remember the instruction about taking a note of a recent transaction, so find it. If it is there in the Live SapphireOne data file it will be a definite verification that the correct data file has been used on restart. See below also!
  3. Clean Up Files – Problems can arise if old downloaded files are left on the server. These should be immediately deleted as they can be re downloaded from SapphireOne again if required.
    • Note the comments about a recent transaction in these instructions. That is one reason for including it as we have found multiple copies of the data file on some SapphireOne Client’s servers!

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