Difference between revisions of "Downloading a Platinum update"

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{{Current}}
 
{{Current}}
 
== Summary ==
 
== Summary ==
−
Our software updates are available to everyone with a current maintenance contract for their copy of Platinum Software. <small>(Software Rentals include all software updates.)</small>
+
Platinum software updates are available to everyone with a current software maintenance contract.<small>(Software Rentals include all software updates.)</small>
  
−
* You can easily check on how up to date your Platinum system is by checking [[How do I check when I last had a Platinum update?|here]].
+
* To check the version your system is currently running please see [[How do I check when I last had a Platinum update?|this]] article.
  
 
{{Tip|text=If you let your maintenance lapse, '''you are missing out''' on our constant development process.
 
{{Tip|text=If you let your maintenance lapse, '''you are missing out''' on our constant development process.
 
* See [https://www.catalyst-uk.com/updates this list] for the latest developments in Platinum.}}
 
* See [https://www.catalyst-uk.com/updates this list] for the latest developments in Platinum.}}
 +
 +
 +
== More Information ==
 +
When running an update you should ensure '''all''' users have logged out of the Platinum system. You will not be able to update the system is any users, including yourself, remain logged in.
 +
 +
You may download and run an update on any pc. It does not usually have to be run on the server. However on occasion this is a requirement. If this is the case the update will advise you it is unable to run and will inform you to carry out the process on your Platinum server.
 +
 +
=== Downloading the Update ===
 +
  
 
{{Information|text=These download instructions are written based on {{DataValue|{{icon|internet-explorer}} Microsoft Internet Explorer}}. You may find slight differences in this procedure if you are using an alternative Browser e.g. In {{DataValue|{{icon|chrome}} Google Chrome}} or {{DataValue|{{icon|firefox}} Mozilla Firefox}} how\where your downloads are stored may differ from these instructions slightly.}}
 
{{Information|text=These download instructions are written based on {{DataValue|{{icon|internet-explorer}} Microsoft Internet Explorer}}. You may find slight differences in this procedure if you are using an alternative Browser e.g. In {{DataValue|{{icon|chrome}} Google Chrome}} or {{DataValue|{{icon|firefox}} Mozilla Firefox}} how\where your downloads are stored may differ from these instructions slightly.}}
  
 
== Downloading Platinum ==
 
== Downloading Platinum ==
−
Use the {{Menu|Help|Software Support|Download Latest Version}} from within Platinum to get to this page.
 
  
 
{| border="0" cellpadding="0" cellspacing="0" width="100%"
 
{| border="0" cellpadding="0" cellspacing="0" width="100%"
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|
 
|
 
* Click the Platinum icon to the left to download the latest version of our Platinum DMS.
 
* Click the Platinum icon to the left to download the latest version of our Platinum DMS.
−
* If you have a "Save As" window then use the browser to choose {{FilePath|Desktop}} and click {{Button|Save}}.
+
* If you are prompted to "Save As" then use the browser to choose {{FilePath|Desktop}} and click {{Button|Save}} else the file should automatically download to your {{FilePath|Downloads}} folder.
−
{{Tip|iconsize=small|text=If you are using an alternate Browser (e.g. {{DataValue|{{icon|chrome}} Google Chrome}} or {{DataValue|{{icon|firefox}} Mozilla Firefox}}) this will automatically download to your {{FilePath|Downloads}} folder.}}
+
* The download should take anything between {{DataValue|3 seconds}} and {{DataValue|3 minutes}} depending on the speed of your Internet connection, and should be around {{DataValue|16.5Mb}}.
−
* The download should take anything between {{DataValue|3 seconds}} and {{DataValue|3 minutes}} depending on the speed of your Internet connection, and should be around {{DataValue|16Mb}}.
 
 
|}
 
|}
  
−
== Early Adopter Download ==
+
=== Early Adopter Download ===
−
Occasionally we hold a feature out of the main download and make it available separately for only those that need it.
+
Occasionally we hold a feature out of the main download and make it available separately for only those that need it or have been asked to be beta testers.  
−
 
 
−
Recently we have been enhancing Platinum to extend the number of VAT rates supported in order to make room for the new rate.
 
−
 
 
−
{{Information|This work is now complete and is a part of the standard Platinum download. If you have previously installed the early adopter download then you may now use the standard Platinum download above the next time you update.}}
 
  
−
Please see [[How do I edit VAT rates?]] for how to add a new VAT rate to your system. We suggest you retain the 4 rates already in place and use the additional rates, added as part of the above update, to allow you to introduce the 12.5% VAT rate.
+
If this is the case you will be provided with a unique link to use.  
  
 
== Running the Update ==
 
== Running the Update ==
 
=== Payroll Users ===
 
=== Payroll Users ===
−
{{Warning|text=It is important if your system has Payroll installed and there has been a change to the Tax Rates mid way through the month, that your Platinum update should be run at the '''Start''' of a new payroll period in all cases except the Payroll Year end update.}}
+
{{Warning|text=If your system has the Payroll module installed and changes need to be applied during the Tax Year you will receive a communication providing specific guidance. In this case a Platinum update should be run at the '''Start''' of a new payroll period, in which the changes should take effect.}}
 +
 
 +
Towards the end of the Tax Year you will receive a communication advising you of how to proceed so please ensure you advise us of any changes in contact details for your payroll administrator.
  
 
=== Updating ===
 
=== Updating ===
−
{{Information||text='''VERY IMPORTANT INFORMATION''' - To run an update from the downloaded file make sure '''ALL''' users including you are out of Platinum.}}
+
{{Warning|text=Ensure '''ALL''' users including yourself have logged out of the Platinum system. If you run more than one copy of the system, e.g. for multiple companies, you must ensure all users have existed all companies.}}
  
−
* Double click the downloaded file on your desktop or downloads folder.
+
* Locate the download file '''Platwin.exe''' from your desktop or downloads folder.
 +
* Double click on the file to launch the update. 
 +
* The screen will locate your Platinum system so check it is showing the correct path (most systems will be within P:\SX).
 
* Click {{Button|Yes}} to update your software.
 
* Click {{Button|Yes}} to update your software.
−
* When the update has finished choose {{Button|Close}} then read the changes displayed on your screen.
+
* When the update has finished choose {{Button|Close}}. Any significant changes will be displayed on your screen for you to read.
 +
 
 +
{{Warning|text=If the update window advised that the system will be required to run a conversion please ensure that immediately fter the update is finished you log into Platinum to trigger any conversion processes. These will then automatically start and can be left running. Conversions can take some time depending on the size of the files in question and users '''cannot''' access the system until the process has completed. '''DO NOT''' attempt to quit the process once started.}}
  
−
=== Troubleshooting Warning Messages ===
+
== Troubleshooting Warning Messages ==
 
Occasionally when running an update the system will give you an error message and stop you going any further until the issue is resolved. This section helps you solve the most common Platinum update issues.
 
Occasionally when running an update the system will give you an error message and stop you going any further until the issue is resolved. This section helps you solve the most common Platinum update issues.
  
−
==== Update Should be Run on Server PC ====
+
=== Update Should be Run on Server PC ===
−
{{Warning|text=If you get a message when running the update headed '''"Platinum for Windows"''' that says '''"In order to update certain Platinum files, please run this update again on the server PC"''' it means the Platinum system needs to update or convert some important Platinum files. As such this update will need to be run on your Server or Main PC, (i.e. the PC where Platinum is stored). After the update is finished it is important you log into Platinum to trigger any conversion processes which will automatically start and can be left running. Conversions can take some time depending on the size of the files in question.}}
+
{{Warning|text=In order to update certain Platinum files, please run this update again on the server PC}}
 +
* If you are presented with the above error message when running the update this means the program needs to update or convert some important Platinum files. As such this update will need to be run on your Server or Main PC, (i.e. the PC where Platinum is stored).  
 +
 
 +
{{Warning|text=After the update is finished it is very important that you log into Platinum to trigger any conversion processes as these will then automatically start and can be left running. Conversions can take some time depending on the size of the files in question and users '''cannot''' access the system until the process has completed. '''DO NOT''' attempt to quit the process once started.}}
  
−
==== Users logged in to Platinum ====
+
=== Users logged in to Platinum ===
−
{{Warning|text=If you get any error messages referring to "Files in use" this means the system believes there are still people in Platinum.
+
{{Warning|text=Terminals have been found still using **COMPANY NAME** Platinum. ALL terminals of ALL companies must exit from Platinum before it can be updated.}}
  
−
Make sure no users have gone back into the system by using the {{Menu|{{RP}}|User Monitor Screen}} option.
+
* You will need to ask all your users to fully log out of the system.
−
* For more detailed help on how to do this click [[How do I clear locked users?|{{icon|unlock}} here]].}}
+
* Make sure they do not just exit back to the log in screen.
 +
* You may wish to log in yourself and find out who is logged in by viewing the {{Menu|{{RP}}|User Monitor Screen}}.
 +
** Entries for the [[What are Browser Daemon control entries on my user monitor?|Browser Daemon Control]] can be ignored as the update will stop this service).
 +
** See this article for more information on what this screen shows you - [[How do I clear locked users?]]
  
 
== What's New ==
 
== What's New ==
 
Click [https://www.catalyst-uk.com/updates here] to see what's '''new''' in Platinum.
 
Click [https://www.catalyst-uk.com/updates here] to see what's '''new''' in Platinum.
−
* Use the {{icon|rss}} RSS news feed on the 'What's New' page to keep up date with the latest developments in our software.
+
* You may also press {{KeyPress|C-F2}} from your login screen to link to the updates page.
−
* You can see the last ten modifications to Platinum from your login screen.
+
 
 +
== Additional Options ==
 +
=== Payroll Year End ===
 +
Please see [[Payroll end of year|this]] article for advice to follow at the tax year end.  
 +
 
 +
=== WebDaemon ===
 +
To install or update the Web Daemon service please see [[Web Daemon|this]] article.
  
−
== WebDaemon ==
 
−
* [[Web Daemon|{{icon|cloud-download}} Download]] the WebDaemon to install or update your Web Daemon add-on service.
 
  
 
== See also ==
 
== See also ==
Line 72: Line 91:
 
* [[Remote Support]]
 
* [[Remote Support]]
 
* [[How do I set up Platinum shortcuts on a new PC?]]
 
* [[How do I set up Platinum shortcuts on a new PC?]]
 +
* [[Web Daemon]]
  
 
{{KB_Tags|platinum download, platwin, program update, download, downloading}}
 
{{KB_Tags|platinum download, platwin, program update, download, downloading}}
 
{{Hint}}{{ZN_Admin}}
 
{{Hint}}{{ZN_Admin}}

Revision as of 16:16, 14 June 2022

Summary

Platinum software updates are available to everyone with a current software maintenance contract.(Software Rentals include all software updates.)

  • To check the version your system is currently running please see this article.
If you let your maintenance lapse, you are missing out on our constant development process.
  • See this list for the latest developments in Platinum.


More Information

When running an update you should ensure all users have logged out of the Platinum system. You will not be able to update the system is any users, including yourself, remain logged in.

You may download and run an update on any pc. It does not usually have to be run on the server. However on occasion this is a requirement. If this is the case the update will advise you it is unable to run and will inform you to carry out the process on your Platinum server.

Downloading the Update

These download instructions are written based on ' Microsoft Internet Explorer'. You may find slight differences in this procedure if you are using an alternative Browser e.g. In ' Google Chrome' or ' Mozilla Firefox' how\where your downloads are stored may differ from these instructions slightly.

Downloading Platinum

Download Platinum
  • Click the Platinum icon to the left to download the latest version of our Platinum DMS.
  • If you are prompted to "Save As" then use the browser to choose 'Desktop' and click [Save] else the file should automatically download to your 'Downloads' folder.
  • The download should take anything between '3 seconds' and '3 minutes' depending on the speed of your Internet connection, and should be around '16.5Mb'.

Early Adopter Download

Occasionally we hold a feature out of the main download and make it available separately for only those that need it or have been asked to be beta testers.

If this is the case you will be provided with a unique link to use.

Running the Update

Payroll Users

If your system has the Payroll module installed and changes need to be applied during the Tax Year you will receive a communication providing specific guidance. In this case a Platinum update should be run at the Start of a new payroll period, in which the changes should take effect.

Towards the end of the Tax Year you will receive a communication advising you of how to proceed so please ensure you advise us of any changes in contact details for your payroll administrator.

Updating

Ensure ALL users including yourself have logged out of the Platinum system. If you run more than one copy of the system, e.g. for multiple companies, you must ensure all users have existed all companies.
  • Locate the download file Platwin.exe from your desktop or downloads folder.
  • Double click on the file to launch the update.
  • The screen will locate your Platinum system so check it is showing the correct path (most systems will be within P:\SX).
  • Click [Yes] to update your software.
  • When the update has finished choose [Close]. Any significant changes will be displayed on your screen for you to read.
If the update window advised that the system will be required to run a conversion please ensure that immediately fter the update is finished you log into Platinum to trigger any conversion processes. These will then automatically start and can be left running. Conversions can take some time depending on the size of the files in question and users cannot access the system until the process has completed. DO NOT attempt to quit the process once started.

Troubleshooting Warning Messages

Occasionally when running an update the system will give you an error message and stop you going any further until the issue is resolved. This section helps you solve the most common Platinum update issues.

Update Should be Run on Server PC

In order to update certain Platinum files, please run this update again on the server PC
  • If you are presented with the above error message when running the update this means the program needs to update or convert some important Platinum files. As such this update will need to be run on your Server or Main PC, (i.e. the PC where Platinum is stored).
After the update is finished it is very important that you log into Platinum to trigger any conversion processes as these will then automatically start and can be left running. Conversions can take some time depending on the size of the files in question and users cannot access the system until the process has completed. DO NOT attempt to quit the process once started.

Users logged in to Platinum

Terminals have been found still using **COMPANY NAME** Platinum. ALL terminals of ALL companies must exit from Platinum before it can be updated.
  • You will need to ask all your users to fully log out of the system.
  • Make sure they do not just exit back to the log in screen.
  • You may wish to log in yourself and find out who is logged in by viewing the " Reports & Settings User Monitor Screen".

What's New

Click here to see what's new in Platinum.

  • You may also press <Ctrl+F2> from your login screen to link to the updates page.

Additional Options

Payroll Year End

Please see this article for advice to follow at the tax year end.

WebDaemon

To install or update the Web Daemon service please see this article.


See also


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Keywords AND Misspellings
platinum download, platwin, program update, download, downloading
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