Update Procedures from Version 7

Modified on Sat, 25 Jul at 11:38 PM

Overview

Updating from QQube Version 7 preserves your existing QQube settings. However, some reports may require changes because Version 10 includes data model and field updates.

Before you begin

Step 1: Check your subscription

Confirm that your QQube subscription is current before starting the update.

Review the subscription status

If the subscription is current, continue to Step 2.

QQube subscription status

Renew an expired subscription

Renew the QQube subscription, then enter the new License ID and Activation Key from the purchase receipt before beginning the update.

Enter the renewed QQube license information

Step 2: Start the update from the correct login

Run the update from the same Windows login or server session where the QQube installation is managed.

Single-User workstation

Sign in with the normal workstation user where QQube was originally installed. Do not use a separate Administrator account.

Start the QQube update from a single-user workstation

Multi-User server

For a local network, use the Server Administrative Console. For Remote Desktop, use the dedicated server synchronization user where QQube was originally installed.

Start the QQube update from the Multi-User server

Step 3: Perform the update

Select the update link in the QQube Configuration Tool. The installer will download and open automatically.

Download the installer

Wait while the QQube installer is downloaded.

QQube installer download

Start the installer

Select Install when the first installation window appears.

QQube installer start screen

Installer selections

Continue through the remaining screens using the default selections unless CLEARIFY Support has instructed you otherwise.

Installer screen 1

Continue with the default selection.

QQube installer screen 1

Installer screen 2

Continue with the default selection.

QQube installer screen 2

Installer screen 3

Continue with the default selection.

QQube installer screen 3

Installer screen 4

Continue with the default selection.

QQube installer screen 4

Installer screen 5

Continue with the default selection.

QQube installer screen 5

Installer screen 6

Continue with the default selection.

QQube installer screen 6

Installer screen 7

Continue with the default selection.

QQube installer screen 7

Installer screen 8

Continue with the default selection.

QQube installer screen 8

Installer screen 9

Continue with the default selection.

QQube installer screen 9

Finish the update

Complete the installation and close the installer.

Complete the QQube update

Step 4: Update local workstations

When this step applies

Update workstations only for local-network installations or hybrid environments that use both Remote Desktop and local office workstations.

Close Excel on each workstation. Then download and install the latest QQube version. The installer should default to the Multi-User Client option.

Install the Multi-User Client

Use the default client installation selection.

Install the QQube Multi-User Client

Confirm the QQube database

Confirm that exactly one QQube database is listed. If two databases appear, remove the unused entry or contact CLEARIFY Support.

Confirm the QQube database connection

The workstation installer updates the Excel Add-In automatically when Excel is installed. The database update does not repeat because it was already completed on the Multi-User Server.

Step 5: Update the Excel Add-In for Remote Desktop users

This step applies only to Remote Desktop installations. Single-User and Multi-User Client installations update the Excel Add-In automatically.

Run the Excel Add-In installer

For each Remote Desktop user, close Excel and double-click the Excel .vsto shortcut. If the shortcut is missing, recreate it from the installation directory shown below.

QQube Excel Add-In VSTO shortcut location

Expected result

QQube Version 10 should be installed on the primary computer or server, applicable workstations should be updated, and the Excel Add-In should be current for each user.

Review any existing reports for Version 10 compatibility. Contact CLEARIFY Support if a report requires assistance.


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