Upgrading the Server

Perform this procedure if you are updating from a previous version of PracticeWorks to PracticeWorks, version 10.1. Installing this version updates the database and program files on the server. Before you begin, verify there are no active sessions of Pervasive PSQL running on the server computer, and then follow the installation instructions below.

To verify no active PSQL sessions are running:

From the Start menu, select Pervasive PSQL 11 > PSQL Monitor. The Pervasive Software Monitor Utility is displayed.
Select MicroKernel > Active Sessions. The window is displayed, showing any active sessions.
If there are any sessions running, select and click Close or Delete Session as needed.
Exit the utility.
Before you begin the update, open the PracticeWorks Utilities (Start > PracticeWorks > Utilities) and select DATA LOCATION. This will display the default installation path on the Server that must be selected when prompted to choose the location; for example, if PracticeWorks Data is located at C:\PWORKS\DATA, then the installation location is C:\PWORKS. On Workstations, the default installation path is always C:\PWORKS.

To update PracticeWorks on the server:

Verify all other programs are closed, and then navigate to the folder where the Installer file is saved.
Locate and double-click the CS PracticeWorks Install.exe file. You are prompted to confirm that you want to proceed with the PracticeWorks Installer.
Click Yes. The files are extracted, and then the PracticeWorks Installer Menu is displayed.
Select Install PracticeWorks v10.1. The Setup window is temporarily displayed. Wait for the window to close. The Welcome window is displayed.
Read the welcome message and click Next. The Importance of a good backup window is displayed.
Read the document, ensure you have a valid backup, and click Yes to continue with the installation. The Release Code window is displayed. You must obtain a release code before continuing the installation.
Select one of the following:

Automatically via the Internet, and then click OK. The Release Code window is displayed while the code is being generated.
Contact support by telephone, click OK, and then call Customer Support. The Release Code window is displayed. Read the values in the Product, Customer ID, and Hardware ID fields to the support representative. After the representative gives you the release code, type it in the Release Code field, and click OK.

The Welcome Window is displayed.

Read the welcome message and click Next. The Choose Destination Location window is displayed.

Select a location:
- To install the software in the default directory, C:\PWORKS, click Next.
- To select a different directory for the software installation, click Browse, select the directory from the list, and click OK. After the Choose Destination Location window is displayed, click Next.

The PracticeWorks Practice Management Software Data Installation window is displayed. A detailed description of the percentage of program files that have been updated and installed is displayed in the window. After the program files are installed, the Setup Complete window is displayed.

Click Finish. When your computer restarts, the PracticeWorks icon is displayed on your desktop.