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Version 9 - Upgrade Procedure

Article ID: 584
Last updated: 26 Feb, 2019
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Copyright Notice

Copyright 2009-2016 SunLync Software, Inc.

All rights reserved.

Registered owners of Select software may reproduce this document for the sole purpose of education and salon management. All other photocopies, reproductions, translations or reduction to any electronic medium or machine-readable form without prior consent in writing from SunLync is forbidden.

Every effort has been made to ensure the accuracy of this guide. However, SunLync makes no warranties with respect to this documentation and disclaims any implied warranties of merchantability and fitness for a particular purpose. SunLync shall not be liable for any errors or for incidental or consequential damages in connection with the furnishing, performance, or use of this manual or the examples herein. The information in this document is subject to change without notice.

Trademarks

Select, Solo, and Solo Plus are U.S. trademarks of SunLync Software, Inc.

Other product names mentioned in this guide may be trademarked or registered trademarks of their respective companies and are the sole property of their respective manufacturers.


Upgrade Procedure

In the interest of better serving your company’s needs, SunLync periodically releases new versions of our software products. In order to take advantage of these updates, you will need to configure both your server and your workstations to use the new version. This procedure will give you detailed information on how to properly perform such an update.

Caution: SunLync Select uses software copy protection to prevent users from configuring or installing the software on unauthorized systems. You may require the assistance of SunLync to complete the installation of the software for each salon. Please contact SunLync during our normal Support hours for assistance.

NOTE: SunLync have recently updated their website and there is a new account creation process for clients who wish to access the file download section of the site. By default, the owner should have a “downloads” account associated with their email address. You can log into the portal by visiting http://www.sunlync.com/support/downloads to avoid delay when scheduling your appointment for an upgrade.

Verify the Installed Version of MySQL

Beginning with SunLync Select version 4.0, you must also be using MySQL 4.1 or later. Check the version of MySQL you are using with the following procedure:

  1. On the server hosting MySQL, click Start, then click Run …
  2. In the Open: field, enter cmd and click OK. A command-line window will open.
  3. Switch to your MySQL directory with the following command: cd \mysql\bin
  4. Run the following command: mysql --version. The result of this command will display the version of MySQL you are running. The recommended version will be listed as Distrib 5.5.xx. If it is any other version, you should arrange to upgrade as soon as possible.

Install Report Files

Beginning with SunLync Select version 5.0, SunLync has modified how Reports are generated. To support this function, we need to install two additional components. If you are currently running version 5.0, no further action is required. However, if you are not, use the following information to install these components.

Installing Microsoft .NET Framework

Every system that will be running SunLync Select v 5.0 or later must have Microsoft’s .NET Framework installed. Many computers have this installed by default, and any system using Windows 2003 or Windows Vista will include this as part of the operating system. For any other operating system, use the following steps to see if this has already been installed:

  1. From the workstation, click the Start button.
  2. Go to Control Panel.
  3. Double-click the Add or Remove Programs option.
  4. From the list of Currently installed programs and updates, look for the Microsoft .NET Framework. If this is listed, no further action is required.​

Microsoft has released various versions of the .NET Framework. For our purposes, any version will do.

If the Microsoft .NET Framework is not listed, it can be installed by running the Windows Update tool. Use the following steps to do so:

  1. From the workstation, click the Start button.
  2. Go to All Programs and select Windows Update. You will be connected to Microsoft’s support site.
  3. Click the Custom button, then click the Software, Optional link. You will see a list of available choices.
  4. Choose the option for Microsoft .NET Framework. Again, any option will do, but you may want to install the latest version.
  5. Once you have selected this option, click Install Updates to download and install the optional component.

Installing the Crystal Reports Engine Upgrade

Once .NET is installed, you must install the Crystal Reports Engine Upgrade. Use the following process to install this engine upgrade:

  1. Go to our Downloads page at http://www.sunlync.com/support/downloads. Please contact our Support department if you are unable to access this page.
  2. Download the file named Crystal_Reports_Engine_Upgrade.zip in the accessories directory.
  3. Unzip this file to a temporary folder.
  4. Double-click the Setup.exe in this folder and follow the directions. Once installed, you can then upgrade SunLync as normal.

Schedule Date & Time for Upgrade

Because updating the SunLync Select software can temporarily disrupt your company’s operations, we recommend that the update be performed at “off-peak” times, when you do not expect your salons to have a high volume. Preferably, the update would be performed before opening for the day’s business. Make sure that all affected users are informed of the pending update, and that adequate time for all related activities has been allotted.

Should you require assistance in updating your software, SunLync does offer assistance in performing the upgrades by appointment only. Please contact our Support department at 1-866-SUNLYNC (1-866-786-5962), Option 1 for Support between 8 AM and 6 PM EST to schedule your upgrade.

Remember that time is limited, and all appointments will be scheduled on a “first come, first served” basis.

Obtain Latest Version of Software

Prior to making any changes to either the workstations or the server, we recommend that you contact SunLync and verify that the version of SunLync Select you are using is the most appropriate version for your purposes. Newer versions will have enhanced functionality or will have resolved existing issues, and may allow SunLync to better meet your needs. Please contact our Support staff during our normal business hours.

You can check your installed version of SunLync by going to the Help Menu and clicking About. Record the system and database version and have this information ready when you contact SunLync for your upgrade.

Which File Should I Download?

The table below shows which version you should download to update your locations. Note that the file names may differ from those displayed on our web page depending on the current release status. Make sure you always use the highest number version available.

If you are…

Download this file

… installing the new version on your main server OR installing the new version on new client computers

SunLync Setup 9.0

… installing the new version on client computers which were previously running a version prior to 5.0.1.10

SunLync Setup 9.0

… installing the new version on client computers which were previously running a version later than 5.0.1.10

SunLync Setup 9.0

Database Maintenance

Whenever making any changes to your systems or databases, SunLync highly recommends that you perform several maintenance steps. These are meant to ensure that your database is in good operation, with no corrupt tables or out-of-date indexes, and this will allow the upgrade to proceed more smoothly. Refer to the following sections for details.

Backup Database

We always recommend performing a full backup of your SunLync Select database prior to making any changes to your software or operations. In the unlikely event of an incomplete or problematic upgrade, you can then revert to the old version until any issues can be resolved. Please contact your system manufacturer or your system administrator for information about performing a full backup. You can also find this information in the SunLync Technical Guide, available from our Documents page (http://www.sunlync.com/support/documentation).

Remove Temp Tables

SunLync’s Corporate Utility offers users the ability to remove any temporary tables created by the software. To use this option:

  1. Go to your SunLync folder, normally located at C:\Program Files\Sunlync
  2. Double-click the CorpUtil.exe application.
  3. Enter your login information and click OK.
  4. Under the Maintenance header, click Database.
  5. Click the Remove Temp Tables button. You will be presented with a list of temporary tables that can be safely deleted. Click the Remove button to delete these tables, or the Close button to cancel this operation.

Upgrade Server

Performing this step will update the software on your main system and install components needed to complete the upgrade. Prior to running the installation program, make sure that you are logged into the system as the Administrator user or as a member of the Administrator group. For information on how to do so, refer to your system documentation.

  1. Download the setup file from our Downloads page, available at http://www.sunlync.com/support/downloads. Please contact our Support department if you are unable to access this page.
  2. Double-click the SunLync Select Setup program. The name will vary depending on the version you are installing. The tool will begin to extract the required files.
  3. Follow the on-screen prompts to install the software.
  4. During the install process, you will be given an option to Set up MySQL connections. Make sure you enable this option and enter all appropriate information. See attached documentation for details. You may also want to review the new SunINI settings.
  5. Once complete, click Finish to exit the installation. Your system must then reboot in order for new features to operate as desired.

Run Update Script

Once the install has been completed, run the update script provided with the latest version. This utility should be run only once, but must be run before using the software. If you do not do so, you will not be able to run the software. You do not need to run this utility on every workstation. This utility can be used while your stores are open; however, it is recommended that the utility be run on off-peak times or when all the stores are closed.

Allow anywhere between five minutes to one hour for DBUpdate to process the database changes, depending on the size of your data and the speed of your server.

  1. On your Windows Desktop, double-click the SunLync Database Update. The following window will appear:
  2. Either select your Saved Connection (MySQL password still required) or enter your Manually Connection Information for your server. The following information is required
  3. Database Host: the server’s IP address
  4. Port: the server’s communication option. This is a default setting and will normally be 3306
  5. Database Name: the database name that you’re updating
  6. Username and Password: your server’s login credentials
  7. Select the script for the Version of the software that you're upgrading from / to 
  8. Select the appropriate script for your update and click Open. Make sure you are using the correct script for your data. You may need to run updates for each version. For example, if you are...​
  9. Upgrading from version 5.0: You will need to run the update from v5.0 to v5.5, then from v5.5 to v6.0, then v6.0 to v7.0, then v7.0 to v8.0, then v8.0 to v9.0
  10. Upgrading from version 6.0: You will need to run the update from v6.0 to v7.0, then v7.0 to v8.0, then v8.0 to v9.0
  11. Upgrading from version 7.0: You will need to run the update from v7.0 to v8.0 and then the v8.0 to v9.0
  12. Upgrading within a specific version (i.e.: 9.0.1.0 to 9.0.5.0): You can run the UpdateFromV90toLatest.sql script
  13. Click Connect and then press Run
  14. The script will then run, and you can monitor its status in the Status Messages section of the DBUpdate utility, as seen below:
  15. Once the script is complete, the following message will appear. The update is not done until this message appears; if the process appears to have stopped, simply wait for it to continue. 
  16. Click OK. You have now successfully updated your database.

Install or Restart the SunLync Scheduler Service

As noted above, for the SunLync Desktop function to work, you need to have the SunLync Scheduler Service running. This is typically created when the software is first installed. However, if you are upgrading from an older version, you will need to install this application manually. Use the following steps to either install or restart the Service.

Installing the Service

The Scheduler Service only needs to be installed once, and only needs to be installed on the server that also houses your database. If you need help in determining which system to use, please contact SunLync Support.

  1. From your server, go to the folder where SunLync is installed (usually, this is C:\Program Files\SunLync).
  2. Double-click CorpUtil, then log in with your SunLync username and password. The following window will appear:
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  4. Click the SunLync Desktop option. The following items will appear:
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  6. Click Install to create the new Service.
  7. Once the Service has been created, click Start to let that Service begin operations.
  8. Click Close to exit the Corporate Utility.

Restarting the Service

  1. Click Start and click Control Panel.
  2. Double-click Administrative Tools.
  3. Double-click Services.
  4. Look for the SunLync Scheduler Service.
  5. Right-click this Service and click Restart.

Upgrade All Workstations

Once the database has been updated, you must upgrade all workstations as well. It is important that every workstation that runs SunLync Select be updated to the latest version. Workstations which have not been updated can sometimes cause errors in the data or the workstation will be unable to use any new features.

To install, use the following process:

  1. Download the upgrade file from our Downloads page, available at http://www.sunlync.com/support/downloads. Please contact our Support department if you are unable to access this page.
  2. Double-click the SunLync Select Setup program. The name will vary depending on the version you are installing. The tool will begin to extract the required files.
  3. Follow the on-screen prompts to install the software.
  4. Once complete, click Finish to exit the installation.

Run Reason Code Conversion

Before logging into SunLync, once you’ve upgraded to version 9, the system will prompt you to convert the reason types before continuing. This will assist SunLync with mapping custom created reasons to the area of the software (type) that it’s affiliated to.

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If you have already run this process in version 9, you will not need to run this process again. This only needs to be run once per database. To begin

  1. Log into Corporate Utility
  2. Under Updates heading, select the Reason Codes option.
  3. Click the Process Update button.
  4. You can either manually map the Reason Codes or click the Auto button to automatically map the Reason codes.
  5. Once you’ve successfully mapped the reason codes over to the columns in the right pane of the window, press the Convert button.
  6. You will receive a prompt to confirm the mapping selection and then a confirmation message. You can now log into POS and back office.

Run Customer Issues Conversion

SunLync Select now offers the ability to track incidents reported by customers as part of our new Customer Issues function. However, since this function uses the same details as our current Maintenance Issues, we need to run an update so that the current records will be accessible under the new design.

If you have already run this process under version 5.5, you will not need to run this process again.

To update your data:

  1. Log in to the Corporate Utility.
  2. Under the Updates heading, select the Customer Issues option.
  3. Click the Run Conversion button. Corporate Utility will then update your data appropriately.
  4. If this step is not completed, the first user to access Maintenance Issues will be asked to run this update.

Optional: Run Account Ledger Conversion

This new function separates your customer’s Account Ledger values into two new sub-ledgers:

  • General Ledger: includes any amounts received from Refunds, Reversals, or Store Credits.
  • EFT Ledger: includes any amounts received from EFT Prepayment, Rejection Fees, Past Dues amounts, etc.

All future transactions will be updated along these lines. This will allow you to see EFT Revenue on the Daily Sales Report, as well as give users the ability to refund EFT Transactions.

Once this operation is enabled it cannot be reversed! If you have any concerns about this operation, contact our Support staff for further details!

If you have already run this process under version 5.5, you will not need to run this process again.

Before performing this operation, all open EFT batches must be posted. You can then enable the new option with the following procedure:

  1. Log in to the Corporate Utility.
  2. Under the Updates heading, select the Account Ledger option.
  3. Click the Run AL Conversion button. Any customer with an outstanding Account Ledger balance will see that total transferred to the new General Ledger.
  4. Once this completes, all workstations must restart SunLync Select before continuing operations. If they do not do so, customer’s Account Ledger totals will not be updated correctly.
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