Admin – Database Upgrades

As new features and bug fixes are released, the databases need to be upgraded. This page explains the process.

Navigation: BOS Tools > Admin (BOS) > Right click a subscriber > View / Edit Databases (context menu)

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How to Upgrade a Database

• You can only select Versions that are newer than the Current Version and in a Complete Status.
• The Database is automatically backed up using this format:
  • DatabaseName_upgrade_103_date. 
• After the upgrade is executed, a log is displayed and the Version Number is updated.
• If an error is returned while running the Upgrade Script, you can restore from the upgrade backup.

1. Navigate to the Databases interface.
   • Note: If you are in the Databases interface, select a Subscriber from the dropdown list next to Databases.
2. Right click a database and select Upgrade from the context menu.
3. Select the Version that you want to upgrade to.
4. Click OK (button).
5. Confirm the upgrade on the popup.
   • Note: The Upgrade Scripts for all the Versions from the current to the selected version are executed in order of Tables and Indexes, Procedures and Triggers, Data Updates, and Drops.
6. When Users next log into the Desktop or Mobile App, the new Version is automatically installed and run.

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How to Test an Upgrade

For internal use only.

1. Navigate to the Databases interface
2. Right-click a Database and select Copy from the context menu.
3. The new Database has the same name and a suffix of -copy. 
4. Rename the Alias (change ‘copy’ to ‘upgrade test’).
5. Upgrade the copy and check if the upgrade was successful.

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Technical Information – Upgrades

For internal use only.

Desktop Exe Checklist

1. Close the DB Connection.
2. Close all the Forms.
3. Set the Build to Release.
4. Update the Ver No. (Version Number).
5. Compile.

Upgrade Checklist

1. Add the Version No. in BOS Tools.
2. Complete the Upgrade Script in BOS Tools and test it on a new database.
3. Upload the Desktop Exe (Release + Update Ver No.): S3/bos-downloads/version.
4. Upload the Mobile App: S3/bos24.quickeasysoftware.com/version.
5. Backup the Source Code by version.
6. Document the changes.
7. Update the Installer for new installs.
8. Update the Master Dictionary.
9. Publish to Staff and Agents.

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