Converting 6.7.1 Databases to 6.7.2 Format
1 Modify the crm672_install_dir\qadsfamaupgrade.pf file to connect to the QAD CRM 6.7.1 databases in multi-user mode. If your QAD CRM 6.7.1 databases have been configured in the self-service (shared memory) mode on your database server, temporarily restart using the client server mode to allow the CRM 6.7.2 Deployment Utility to access the databases from the Windows Deployment server.
2 Make sure that no other user is using the QAD CRM 6.7.1 databases that you are upgrading. Shut down the CRM appserver during the conversion process. Otherwise, the conversion utility cannot load 6.7.2 schema changes.
3 Convert your CRM 6.7.1 database to CRM 6.7.2.
a Modify all QAD CRM .ini files in crm_install_dir of your QAD CRM 6.7.2 installation. Change the DLC system variable and other Progress configuration parameters to point to a Progress version that the CRM 6.7.1 database server uses.
b Modify the CRM 6.7.2 shortcut icons created as a result of CRM 6.7.2 installation, and ensure that they also reference the compatible Progress file prowin32.exe.
4 Run the QAD CRM Deployment Utility.
a On the QAD CRM Deployment Tools screen, click Progress Editor.
The Progress Editor opens. Run the program conversion\punfreezetbl.p in the editor. To run the program, enter the following command, then select Compile|Run from the menu or press F2.
run <crm672_install_dir>\conversion\punfreezetbl.p
The installation directory depends on your CRM 6.7.2 installation folder.
This program sets _frozen = no for all tables in CRM databases. After the program is complete, click OK on the confirmation message to close the editor window. Click No when you are prompted to save changes in the Progress Editor buffer.
b On the QAD CRM Deployment Tools screen, click QAD CRM Upgrade Utility.
5 On the CRM Deployment Utility Startup Settings screen, fill in the following Utility settings, and click OK.
Parameter file.
Specify the name of the parameter file (qadsfamaupgrade.pf) to connect to your CRM 6.7.1 databases running in multi-user mode.
INI file.
This field is pre-populated for you, by default.
Input file.
Specify the path to the upgrade_v671_v672.txt file. You can locate this file in the <crm672_install_dir>\conversion\v671_v672 folder.
Log file.
Specify the name of the log file.
Note: The image in the instruction is for reference only. Fill in the values as explained in the field descriptions.
6 After you fill in the Utility settings, you are prompted to confirm that you have backed up the databases. Make sure that you have backed up the databases and click Yes to continue.
7 You see the following message after the data loading has been completed. You can click Yes to see if there are any errors recorded in the log file.
Note: There are schema changes from 6.7.1 to 6.7.2. Just open the file to make sure that there is no error. Also check the CRM root folder and your session temporary folder to ensure that there are no recent bisgen.e, bisgmenu.e, and dataexch.e files in those folders containing schema change load errors.
8 When step 7 is successful, the Upgrade Utility screen appears.
Note: The image is for reference only. Fill in the values as explained in the procedure instructions.
a Make sure that the Load from file option is selected.
Important: Do NOT change the Session Formats selected by default, even if you are not using the date and the numeric format.
b Make sure that the Input file field displays the conversion file that you specified earlier; that is, crm672_install_dir\conversion\v671_v672\upgrade_v671_v672.txt.
c Click Load Data.
Note: After you click Load Data, you are prompted once again to confirm that your databases have been backed up. Click Yes to continue.
d After the data loading process is complete, the system prompts you to view the log file. If you need any help resolving errors in the log file, contact QAD CRM support.
e Close the Upgrade Utility window and any other Deployment utility windows, including the main Deployment Tools window.
Note: If you do not see any errors in the log file, your CRM 6.7.1 databases have now been upgraded to 6.7.2.
