Upgrading CurrencyXchanger to the latest version

This section describes how to upgrade your structure file to the latest version of CurrencyXchanger.
This process is the same for both server and standalone editions.

Backup backup backup!

Before proceeding, make sure that you run a BACKUP first. For more information about backing up the database, check out the backup section of this manual.

*NEVER EVER TRY UPDATING THE DATABASE BEFORE BACKING UP FIRST.

Downloading the latest version

  • Ask Clear View Systems about the latest download URL (like the URL below) and enter the URL you are given into your browser.
Downloading the latest version
  • Click 'Save As' to save the latest version in zip format.
  • Select 'Desktop' to save the file to your Desktop, then hit 'Save'.
  • Wait a few minutes while the download completes.

Locate the zipped folder

  • Open the file by double clicking on the latest download zipped file on your desktop.
Locate the zipped folder

Unzip the zip folder

  • Unzip the file by dragging the content out of the folder onto your desktop.
Unzip the zip folder

Replace the Old Structure File

  • Open the CurrencyXchanger folder and replace the 'CurrencyXchanger' file in the folder with the new unzipped 'CurrencyXchanger' file on your desktop by dragging and dropping it from your desktop into the folder.
Replace the Old Structure File
  • A confirmation window will pop up to make sure that you are replacing the old structure file with the new one.
  • Make sure 4D Runtime and/or 4D Server are closed, or else the datafile may become locked.
  • Select 'Move and Replace'.
  • If prompted again, repeat your selection 'Move and Replace' for the next alerts.
  • After you run the new program, by double clicking on the CurrencyXchanger shortcut, you will be prompted to reselect the datafile.  
  • Select the datafile by locating and clicking on it then click 'Open'.

Create a new LogFile

  • The log file is used to write all changes to the database since the last backup.
Create a new LogFile

Create a new log file by clicking the 'New...' button

Click Save to save the logfile inside the DataFiles folder.

Backup

Backup

After creating a log file, a message will pop up on the screen to ask you to backup. Click OK to backup. Refer to the backup section to see how to configute your backup.

Login page

Login page

Once you have upgraded the system, the password for the administrator will be reset to 'admin' (lowercase).

Verify the upgrade version

Verify the upgrade version

Check the upgrade version on the top left to see if your upgrade was successful. The number 3.564 is the version that is running.

Create a machine profile

Create a machine profile

After you startup the new version, the version will ask you to create a computer profile (preference file).

Create a new machine profile

Create a new machine profile

Setup the client preferences

Setup the client preferences

Create a workstation (computer) preference profile and save. Fill in the preference as per your personal preference. The above screenshot is just a sample. Follow the steps as shown in the above screenshot (It's important the you follow step 2 to 5 in the exact order).

You could review the preference profile of the machine by double clicking on the line. You could also highlight and click edit to change it.

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