CCH Practice Management

Transcription

1 CCH Practice Management Version 4.60 Hotfix Release & Installation Notes

2 Legal Notice Disclaimer Copyright Trademark Rights CCH Software has made every effort to ensure the accuracy and completeness of these Release Notes. However, CCH Software, its staff and agents will not be liable for any errors or omissions and use of the software is subject to the customer s licence with CCH Software. These Release Notes should not be relied upon as a detailed specification of the system or the software. CCH Software may make changes to this document from time to time Wolters Kluwer (UK) Limited (trading as CCH Software) These Release Notes may not be copied, altered, edited, disposed of or distributed without the prior consent of CCH Software. The content is confidential. CCH Software 145 London Road, Kingston upon Thames, Surrey KT2 6SR UNITED KINGDOM Microsoft, Windows, Windows NT, Windows for Workgroups, Windows 98, 2000, XP, MS-DOS, Windows Vista, Windows 7, Windows Server, Microsoft SQL Server, and Microsoft Office, are either registered trademarks or trademarks of Microsoft Corporation. Novell and NetWare are trademarks of Novell Inc. Citrix MetaFrame is a registered trademark or trademarks of Citrix Systems, Inc., All rights reserved MYOB Technology Pty Limited. Distributed under licence by Wolters Kluwer (UK) Limited (trading as CCH Software)

3 Contact Details Website London 145 London Road Kingston Upon Thames Telephone: Surrey KT2 6SR Facsimile: United Kingdom Customer Care & Support Telephone: Website: Dublin Wolters Kluwer (Irl) Limited T/A CCH Software First Floor, Unit 7 B Global House Forest Park Mullingar Co. Westmeath Telephone: Ireland Facsimile: Customer Care & Support Telephone: II

4 Contents Release Highlights 1 Prerequisites 2 Hardware 2 Software 2 Quality Improvements 3 Installation 4 Prerequisites 4 Implementation Instructions 5 Checks Prior to Install 6 Installation Instructions 7 III

5 Release Highlights This document describes the functional enhancements that form part of the CCH Practice Management v4.60 Hotfix. CCH PRACTICE MANAGEMENT V4.60 HOTFIX RELEASE & INSTALLATION NOTES JUNE

6 Prerequisites Hardware If running Microsoft SQL Server 2000 or Microsoft SQL Server 2000 Desktop Engine (MSDE 2000) the Service Pack level must be SP4 or above (internal version number or above). Software CCH Practice Management v4.6.0 is required before applying this hotfix. Microsoft SQL version 2000 Support Sites running Microsoft SQL Server 2000 should contact CCH Customer Care & Support or their IT supplier to organise upgrading to a later version of Microsoft SQL Server. Practice Management v4.60 is the last release that will support SQL 2000, Practice Management (v4.70), expected in October 2012, will not be supported on SQL Note: This upgrade is not applicable to sites using Replication. All Replication sites should contact their Account Manager. 2 CCH PRACTICE MANAGEMENT V4.60 HOTFIX RELEASE & INSTALLATION NOTES JUNE 2012

7 Quality Improvements The following quality issue was resolved in CCH Practice Management v4.60 Hotfix: ITS 49952: Standing orders: Auto-posting client bills no longer being posted after upgrade to v4.60 Previously, after upgrading to v4.60 of Practice Management any standing order bills set to Auto post were no longer being posted. Users will need to manually post any standing order bills that were set to auto post but were not automatically posted. ITS 50009: Splitting of CCH Central Task Permission: Employee Can Modify After upgrading to v4.60 of Practice Management (and CCH Central v1.9.0), the employee tabs were again controlled by the CCH Central Permission #Employee #Can Modify (bringing this back in line with earlier versions). A new Practice Management Task Permission #Employee #Can Modify PM has been introduced to allow practices the ability to lock the CCH Central Employee Tabs while allowing access to the CCH Practice Management Employee Tabs. By default the #Employee #Can Modify PM permission is not set to allow, Superusers will need to apply this permission against their various security groups where applicable. For more information on this and how to configure user access to the employee tabs, please refer to KB 2121 within the knowledgebase option on our support website. CCH PRACTICE MANAGEMENT V4.60 HOTFIX RELEASE & INSTALLATION NOTES JUNE

8 Installation Prerequisites This section of the document is intended for the use of IT Support Professionals who work for and/or on behalf of CCH Clients who are licensed users of CCH Products. It follows therefore that an understanding of files, folders, network shares and Windows shortcuts plus some experience of software installation is prerequisite knowledge. For existing CCH Practice Management users, this guide is only valid if the current CCH Practice Management version is v4.60 (build ). If running Microsoft SQL Server 2000 or Microsoft SQL Server 2000 Desktop Engine (MSDE 2000) the Service Pack level must be SP4 or above (internal version number or above). Note: This upgrade is not applicable to sites using Replication. All Replication sites should contact their Account Manager. CCH Practice Management v4.60 Hotfix requires the CCH Practice Management version to be CCH PRACTICE MANAGEMENT V4.60 HOTFIX RELEASE & INSTALLATION NOTES JUNE 2012

9 Implementation Instructions Overview The following table provides a high-level summary of the installation steps: Step Description Completed 1 Complete all of the Checks Prior to Install. Ensure that a backup of the database has been completed successfully before proceeding to the second step of this guide. 2 Support Notes for performing backups via MSDE Backup & Restore utility, Enterprise Manager and SQL Server Management Studio (SSMS) are available in the KnowledgeBase on the CCH Support website. 3 Download the CCH_Practice_Management_v4_60_Hotfix.exe file. 4 Perform the installation for CCH Practice Management v4.60 Hotfix. For detailed instructions see the Installation section. Install complete! CCH PRACTICE MANAGEMENT V4.60 HOTFIX RELEASE & INSTALLATION NOTES JUNE

10 Checks Prior to Install Back Up Your Database 1. Back up the database. The backup can be performed using the MSDE Backup & Restore Utility or Enterprise Manager or SQL Server Management Studio (SSMS) on the MSDE/SQL Central Server, depending on whether you are using MSDE or Microsoft SQL Server 2000 Standard/Enterprise or Microsoft SQL Server 2005 Workgroup/Standard/Enterprise. Please refer to the following Support Notes within the Knowledgebase option on the CCH Support website. Support Note 09: Performing an Ad hoc Backup using Backup Restore Utility Support Note 12: Performing a Backup using Enterprise Manager Support Note 48: Performing a Backup using SQL Server Management Studio (SSMS) 2. Properly label the MSDE/SQL database backup file. 3. Ensure that the backup is successful. 4. Verify the backup file. Without verification the backup file could be rendered redundant if relied upon at a future date. 6 CCH PRACTICE MANAGEMENT V4.60 HOTFIX RELEASE & INSTALLATION NOTES JUNE 2012

11 Installation Instructions Important: Before performing an upgrade, ensure all users have exited CCH Central. The following table provides a high-level summary of the installation steps: Step Description Completed 1 2 Preparation Create a new folder on the Desktop (or within an appropriate folder location) on the File Server where the Deploy folder resides and name it Updates. Note: The Deploy folder is where the existing CCH Central, Practice Management and Personal Tax program files are deployed. See Support Note 57 for details on how to locate your Deploy directory. You can find all CCH Central, Practice Management and Personal Tax Support Notes on the CCH Website under KnowledgeBase. Download Download the CCH_Practice_Management_v4_60_Hotfix.exe file to the new Updates folder. Extracting Update Files: Double click the CCH_Practice_Management_v4_60_Hotfix.exe file. Click OK. 3 4 Browse to the Updates folder and click Unzip. CCH PRACTICE MANAGEMENT V4.60 HOTFIX RELEASE & INSTALLATION NOTES JUNE

12 Step Description Completed Click OK. 5 6 Verify that a CCH Practice Management v4.60 Hotfix folder has been created within the Updates folder. 7 Backup Program Files: Best practice before performing an update to the Deploy folder is to back up the CCH Central program files. Take a copy of the Deploy folder and paste into the Updates folder. (Rename copy to Deploy_Backup_Latest). Note: Please ensure that the backup deploy folder is not within the same folder structure as your existing deploy. 8 Updating Program Files: Copy the file contents from CCH Practice Management v4.60 Hotfix folder and paste into the live Deploy folder and replace the existing files. Note: Please ensure that when pasting the files, the message Confirm File Replace is received, i.e. an existing set of files is found. 8 CCH PRACTICE MANAGEMENT V4.60 HOTFIX RELEASE & INSTALLATION NOTES JUNE 2012

13 Step Description Completed Note: On a Windows 2008/Windows 7 computer, please ensure that when pasting the files, the message There is already a file with the same name in this location. Tick Do this for the next xx conflicts and then click the Copy and replace option. 9 Updating Database: Go to a workstation on which CCH Central is currently installed and launch the application using the CCH Central icon and Log in. Note: The CCH Central shortcut will be available on the desktop of a workstation and looks like this: Click Yes to initiate the upgrade process 10 Note: If the SQL System Administrator (SA) account has a password, the Upgrade Needed dialog will also contain a field for entering the password. Back up the CCH Central Database: Best practice before running an upgrade script is to back up your CCH Central database. Click Yes to do a system-generated backup. 11 CCH PRACTICE MANAGEMENT V4.60 HOTFIX RELEASE & INSTALLATION NOTES JUNE

14 Step Description Completed Click Yes. 12 Click OK. 13 Upgrade Confirmation: 14 Click OK. 15 Navigate to HelpAboutPluginsPractice ManagementUpgrades. Ensure that the version is CCH PRACTICE MANAGEMENT V4.60 HOTFIX RELEASE & INSTALLATION NOTES JUNE 2012

15 Step Description Completed Click. 16 Delete the Updates folder on the Desktop of the File Server. 17 Upgrade complete. CCH PRACTICE MANAGEMENT V4.60 HOTFIX RELEASE & INSTALLATION NOTES JUNE