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Exact Globe+   
 

How-to: Migrating from Exact Globe to Exact Globe+

Introduction

This document guides you on how to switch from Exact Globe to Exact Globe+. 

Important information before you migrate

It’s important to create a backup of your companies, and check beforehand if your system meets the system requirements of Exact Globe+. Since Exact Globe+ applies completely new technology, the migration needs extra attention if you’ve third party solutions. Contact the supplier of your third solutions before migrating to Exact Globe+.

Keep in mind that you cannot run Exact Globe+ and Exact Globe Next at the same time. This can be done only for testing purposes. If you want to run Exact Globe+ in a production environment, you must uninstall Exact Globe Next. For more information, see Important things to note when uninstalling Exact Compact or Exact Globe Next and installing Exact Compact+ or Exact Globe+.

Switching from Exact Globe to Exact Globe+

Seamless migration

For convenience of users, a seamless migration process has been developed to assist users to migrate from Exact Globe to Exact Globe+. This process will go through the following stages:

  1. Updating software packages.
  2. Updating contract and license.

When you are eligible to migrate, you will receive an email to inform you.

Follow the steps below to carry out the seamless migration:

  1. Open Add or remove programs in the Windows control panel and uninstall the following:
    • Exact Globe Next. You must select the option Remove unused shared files during the uninstallation process.
    • ELIS dispatcher.
    • Nova PDF printer.
  2. Download and start "ProductUpdater_T25.exe". You can download this file by clicking this link.
  3. Enter your username and password. Click Install.
  4. Click Next to begin the process. Click Advanced settings if you want to change the settings although this is not necessary.
  5. Upon completion of installation, click Open company to start Exact Globe+.
  6. On first start of Exact Globe+, the wizard will also connect to Exact servers to check and update the appropriate contract and license.

Advanced installation

During the advanced installation, you can define the folder that you want to install Exact Globe+.

For Exact Globe+, two installation scenarios are possible:

  • Standalone installation - In the standalone scenario, you have one computer that you are working with Exact Globe+. Both Exact Globe+ and SQL Server are installed on this computer. It is possible that this computer is part of a network but if you are only using Exact Globe+ on this computer and all the software related to Exact are installed on this computer, then this is a standalone installation.
  • Network installation - The SQL Server and a network installation of Exact Globe+ are installed on the server. On the different workstations, a network installation of Exact Globe+ is performed. Thus, in a company, multiple people can work at the same time.

Standalone installation 

All the following steps have to be performed on the workstation:

  1. Log in as an administrator on the computer where you want to install Exact Globe+.
  2. Open Add or remove programs in the Windows control panel and uninstall the following:
    • Exact Globe Next. You must select the option Remove unused shared files during the uninstallation process.
    • ELIS dispatcher.
    • Nova PDF printer.
  3. Save the file ProductUpdater_T25.exe at a location on the computer where you want to perform the installation. 
  4. By default, your username will be displayed at User Name (this is the username that you use to log in to the customer portal). Type your password at Password (this is the password that you use to log in to the customer portal).
  5. Click Install.
  6. The latest Exact Globe+ version will be displayed. You can click Next to continue, or Advanced settings to select the following:
    • Version — Select the version number that you want to install. You can also click to refresh the field and get the latest version number. The highest allowed product update or service pack that you can download is automatically displayed.
    • Installation directory — Type or select the folder where the Exact Globe+ application files are located.
    • Install mode — Select Internet workstation installation.
    • Download demo company — Select this check box to download the files of a demo company during the installation.
    • Download help files — Select this check box to download all the help files. These help files are available when you are offline.
  7. Once you click Next, the system will determine how many files need to be installed.
  8. Click Install to start the installation.
  9. Once the installation is done, a notification is displayed asking you if you want to open Exact Globe+.

Network installation

In a network installation, Exact Globe+ is installed on the server. On the different workstations, a network installation of Exact Globe+ is performed. 

  1. Log in as an administrator on the server where you want to install Exact Globe+.
  2. Open Add or remove programs in the Windows control panel and uninstall the following:
    • Exact Globe Next. You must select the option Remove unused shared files during the uninstallation process.
    • ELIS dispatcher.
    • Nova PDF printer.
  3. Save the file ProductUpdater_T25.exe at a location on the server where you want to perform the installation.
  4. Click the file to start the installation.
  5. By default, your username will be displayed at User Name (this is the username that you use to log in to the customer portal). Type your password at Password (this is the password that you use to log in to the customer portal).
  6. Click Install.
  7. The latest Exact Globe+ version will be displayed. You can click Next to continue, or Advanced settings to select the following:
    • Version — Select the version number that you want to install. You can also click to refresh the field and get the latest version number. The highest allowed product update or service pack that you can download is automatically displayed.
    • Installation directory — Type or select the folder where the Exact Globe+ application files are located.
    • Install mode — Select Internet network installation.
    • Download demo company — Select this check box to download the files of a demo company during the installation.
    • Download help files — Select this check box to download all the help files. These help files are available when you are offline.
  8. Once you click Next, the system will determine how many files need to be installed.
  9. Click Install to start the installation.
  10. Once the installation is done, a notification will be displayed.
  11.  You need to make sure the installation folder can be accessed from the workstation. This can be done by sharing the folder on your network. Right click the folder and select Share. A screen will be displayed whereby you can manage the access rights for the domain users. Contact your system administrator for more information about these rights.
  12. Now you can start with the installation on the workstations.
  13. Log in as an administrator on the workstation where you want to install Exact Globe+.
  14. Open Add or remove programs in the Windows control panel and uninstall the following:
    • Exact Globe Next. You must select the option Remove unused shared files during the uninstallation process.
    • ELIS dispatcher.
    • Nova PDF printer.
  15. Open the Windows explorer and open the location of Exact Globe+ on the server.
  16. Start WSETUP.EXE.
  17. By default, all the options in this screen are already defined. If needed, you can select a different installation directory. This is the folder on your workstation where the files of Exact Globe+ are located. Once done, click OK.
  18. The system will determine how many files need to be installed.
  19. Click Yes to start the installation.
  20. Once the installation is done, a notification will be displayed.
  21. Exact Globe+ is now installed.
  22. If you have more workstations, you can repeat the steps above for the other workstations.

After the installation

After the installation, additional steps are needed:

Entity services
During the installation of Exact Globe+, the entity services of Exact Globe Next are overwritten by the entity services of Exact Globe+. In general, nothing needs to be adjusted. The Entity services in Exact Globe+ are the same as Exact Globe. It is however strongly recommended to test if everything works as expected.

ELIS
If you use ELIS, you must install and configure the Exact Globe+ product in the ELIS Management console. For more information, see Getting started with Exact Lightweight Integration Server (ELIS).

Update your scheduled tasks
The names of the program files that you use to create the scheduled tasks are different in Exact Globe+. You must adjust the command line of these scheduled tasks to reflect the names of the new program files. The most used scheduled task are:

Subject Exact Globe Next Exact Globe+
Data import/export ASImport.exe Exact.XML.Launcher
Generate Work in Progress eprtWIP.exe Exact.Project.WorkInProgress.exe
Diagnose ECnvCheck.exe Exact.Conversion.ConsistencyCheck.exe
Stock valuation Eastkrec.exe Exact.Inventory.StockRevaluation.exe
Poll function CSIIRPoll.exe CS.IIRS.Poll.exe

Activate the license
You must activate and update the license in the companies when you first open them. Follow these steps:

  1. Open the company. The interface to activate your license will pop up.
  2. Fill in your credentials for the customer portal and click Activate.
  3. The license is now activated and updated.

Note that you have up to 28 days to activate your license from the first time you open your company. We strongly encourage you to activate it before this period lapses to prevent disruption to your business.

How do I perform an update?

Update standalone installation

  1. Create a backup of your companies.
  2. Check the release notes and system requirements of the product update that you want to install.
  3. Start Exact Globe+.
  4. Go to Settings ➔ System ➔ Update.
  5. If the menu path is unavailable, then you have a network installation. At Install mode, select Internet workstation installation.
  6. Type your login credentials in the Please enter your credentials section.
  7. Click Authenticate to validate your credentials. If the validation fails, for example, due to an incorrect web site, user name or password, an error message will be displayed. If the validation is successful, the Please enter your credentials section will be disabled, and the Release field in the Installation section will automatically refresh and display the highest allowed product update or service pack that you can download.
  8. Click OK.

Update network installation

  1. Create a backup of your companies.
  2. Check the release notes and system requirements of the product update that you want to install.
  3. Open the installation folder of the Exact Globe+ network installation on the server.
  4. Click NETUPDATE.EXE.
  5. At Install mode, select Internet network installation update.
  6. Type your login credentials in the Please enter your credentials section.
  7. Click Authenticate to validate your credentials. If the validation fails, for example, due to an incorrect web site, user name or password, an error message will be displayed. If the validation is successful, the Please enter your credentials section will be disabled, and the Release field in the Installation section will automatically refresh and display the highest allowed product update or service pack that you can download.
  8. Click OK.
  9. Once the installation on the server is done, you can start Exact Globe+ on the workstations. When starting Exact Globe+ on the workstations, these installations will automatically be updated to the new product update.

Triggering the Exact Globe+ license migration

When you open a company for the first time in Exact Globe+, this action triggers the license migration to Exact Globe+. You can postpone this migration up to a maximum of four times. After the fourth time, you must migrate the license.

If you postpone the migration, a reminder will be displayed after seven days. During the seven days, you cannot trigger the license migration. If you update the license through the standard license portal functionality in Exact Globe+, the updated license will not trigger the migration.

However, if the migration has to be done at a specific time, it must be done based on the following steps:

  • Create a new and empty company with the current license.
  • When you open the empty company, the license migration will be triggered.
  • Carry out the license migration.
  • If the license migration is successful, you can delete the empty company.
  • Open the existing company and update the license through the standard license update procedure.

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 30.167.362
 Assortment: Exact Globe+  Date: 25-07-2024
 Release:  Attachment:
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