Instructions for updating QQube 7.x from 4.x/5.x | CLEARIFY

Upgrade Preparation

NOTE: These instructions can be used for upgrading to Version 10.x

If you area installing version 7.x over version 6.x then read no further, as the upgrade process requires no consideration, and should be seamless.

If you are installing version 7.x over version 4.x/5.x then this is your guide.

1. Check your subscription status. If the date of the current build is outside of your subscription period, it will not install.
   1. Subscription renewals can be purchased directly here.
   2. If you are within the subscription period, download the current QQube installer.
2. Review this guide on "Converting to 7.x Reports and Analytics" to avoid any unplanned interruptions in your report usage, once the upgrade is complete.
3. Understand what type of installation you currently have:
   1. Single-User where all components are installed on the workstation including the database and synchronizer
   2. Multi-User in a traditional local server and client workstation environment, where people do not remotely login to use QuickBooks.
   3. Multi-User in a hosted, remote desktop or terminal services environment.

Upgrade Steps

STEP 1

• Check your subscription

STEP 2

• If you renewed your subscription activate BEFORE upgrading using the QQube Configuration Tool (Help>Manage My License)

STEP 3

• If this is a multi-user installation login to the user where the original multi-user install took place.
  
  • For local network installations, it is generally the administrative console
  • For hosted, remote desktop, or terminal server environments then it will the dedicated, always on, synch user.

STEP 4

• Check this directory for a file called "INSTALL.LOG"  C:\Program Files (x86)\CLEARIFY\QQube Tool
  • If you see a file called "QQUBEINSTALL.LOG" then rename it to "INSTALL.LOG"
  • Drag the "INSTALL.LOG" file on top of the file UNWISE.EXE (in the same directory)

STEP 5

• Close all programs - and double check the Windows Task Manager to ensure that no rogue copies of Excel, and the QQube Configuration Tool are running.
• If the QQube Synchronizer is running the lower right hand tray, please right click on it and click on "Exit QQube™ Synchronizer".  Again check the Task Manager to ensure that it is not running  - QQubeSynchronizer.exe.  (Version 4 was QQubeSynchronizerTool.exe)
• Check the Task Manager for an item called QQube™ UAC Helper (32 bit).  Please end the task.
• IMPORTANT for Multi-User Installations: Check for all users in the TaskManager.  If in fact you have other people on your server who are running the QQubeSynchronizer, you have an improper installation.  You need to ensure that only the dedicated synch user is the ONLY synch user.

STEP 6

• Check the services list (Control Panel>System and Security>Administrative Tools>Services.  You can stop this service, although it is not necessary.  Just a precaution.

If the service is already stopped go the task manager and make sure that the QQube Network Service is NOT running  e.g. end the Task if you have to.  This generally occurs on a single-user installation, and the database service was not started/used for some reason.

STEP 7

• Go to the Control Panel
  • Uninstall the QQube Excel Add-In
  • Uninstall QQube (not necessary if you did the uninstall.log procedure in STEP 4)
  • Uninstall QQube SQL Anywhere 12

STEP 8

• Ensure that this folder is removed/deleted: C:\Program Files (x86)\CLEARIFY
• Ensure that all the files in this directory:C:\Users\Public\Documents\CLEARIFY are removed except for the database, and database log file

STEP 9

• Now you are ready to install the new version per our regular instructions for Version 7.x
  • Single-User
  • Multi-User: Local Network
  • Multi-User: Remote Desktop Environment