Upgrading Vector Vizor

Please read this document before you upgrade. It contains important information about upgrading Vector Vizor.

How do I upgrade?

To successfully upgrade and configure Vector Vizor, you must be able to log on to Windows with a domain account that has Administrator permissions.

To upgrade Vector Vizor:

  1. Back up the ConnectServer folder and databases.
  2. Make sure all users are logged off using the Web Admin > Logons & Licenses.
  3. Upgrade the Vizor Server to the latest Vector Vizor using the setup installer.
  4. Reapply any customizations. More info

Top


Frequently Asked Questions

Do I have to back up anything?
Is there anything else I should do before I upgrade?
What happens to my Web views when I upgrade?
What happens to my customizations?
Do I have to regenerate my Web views?

 

Do I have to back up anything?

  • Yes. Back up the ConnectServer folder.
  • Back up all the SQL Server databases as well.

Top

Is there anything else I should do before I upgrade?

Yes. Log off all users from the Vizor system.

Use the Logons Editor in the Vizor Web Admin to check that all users are logged off. During the upgrade, users will not be allowed to log on.

Top

What happens to my system when I upgrade?

The Upgrade program preserves your customizations. If you created custom fields, they are preserved, but you may need to export them to the Web views where you added them in the previous pervios. After the upgrade is finished, the Web views must be regenerated. If the Web views are not customized, the Upgrade program will regenerate the Web views for you.

Top

What happens to my customizations?

If all your changes were made using the Vector Editors, all the customizations are preserved.

Otherwise, customizations may have to be manually reapplied, in particular the ones whose files are in the CUSTOMIZEDFILES folder.

Customized Files Folder

The Upgrade program backs up your existing customizations by renaming the CUSTOMIZEDFILES folder. You'll need to review and possibly update your customizations to work with the new release. Then you'll have to copy your updated customizations to the new CUSTOMIZEDFILES folder before you regenerate your Web views. In general, we recommend you test all your customizations with the new version of Vector Vizor.

If you have customized the file CustomCode.bas, you need to apply your changes to the new version of this file. The new structure of the CustomCode.bas file makes it much easier to add, identify and maintain custom code in future upgrades.
The original functions of Vector Vizor are now located in the file MqCustomCode.bas, which must not be modified. You may refer to this file when applying your changes to CustomCode.bas.
Start with a copy of the original CustomCode.bas v8 (located by default in C:\Program Files\Vector\ConnectServer\CensusWeb\Templates\View\HTML\) and place it in the proper folder inside the CUSTOMIZEDFILES folder. Make the changes to this file.
Refer to the Help for more information on the CUSTOMIZEDFILES folder and contact Technical Support if you need any assistance.

Custom Macro Functions

If you created any custom macro for e-mail notifications or queries, you added new functions to the Macro70.bas file. These functions must be moved to the CustomMacro.bas file, located in the project folder with the Macro70.bas file (for example, C:\Program Files\Vector\ConnectServer\ProjectName\).

Top

Do I have to regenerate my Web views?

Yes. After you upgrade, users cannot log on until you regenerate your Web views. If you haven't customized the Web views, you can have the Upgrade program regenerate your Web views for you. Otherwise, you'll have to update your customizations before you regenerate the Web views.

Top

Other things to consider

Grant permissions to use the new features

The new features in Vector Vizor can be enabled or disabled per user group.

By default, the upgrade will enable all the new features for members of the Admins group. You can enable or disable any of these features for specific groups in the Groups Editor (Security Tab, Web Admin).