Upgrading Client Applications

While the legacy Desktops Clients are supported, Upland AccuRoute recommends that you upgrade to the latest version of the Desktop client to take advantage of the latest features. Desktop clients prior to v5.0 are not supported.

For more information on the Desktop client, consult the Install Guide and the User Guide.

To upgrade the Desktop client

1. Log in to the system where you have the client using an account that belongs to the local Administrators group.
2. Open Windows Explorer and navigate to \\Servername\Clients\Upland AccuRoute Desktop.

Note: Clients is the network share folder containing the installation setup files. You must have configured this folder to give everyone access to the folder.

3. Run install.exe. The InstallShield Wizard configures the system and the Welcome message appears.
4. Click Next. The License Agreement page opens.
5. Read the license agreement. Select the I accept the terms in the license agreement option and click Next. The Destination Folder page opens.
6. Click Next to accept the default destination location. Alternately, to install the application in a different location, click Browse. Navigate to the desired directory. Click OK and then Next. The Ready to Install page opens.
7. Click Install to begin the installation. When installation is complete, the InstallShield Wizard Complete page opens.
8. Click Finish.

Check the version of the client to make sure that the upgrade was successful. It should be the same as the latest version of the server.

 

For AccuRoute Desktop Client and NetDocuments users only

AccuRoute Desktop Client and NetDocuments Error Message Appears After Upgrade

The following error message appears when attempting to profile a document after completing an AccuRoute Server and Desktop Client v6.1 to v6.3 upgrade.

“Failed to profile document. An internal consistency check has failed.”

AccuRoute in conjunction with NetDocuments support the OAuth (Open Authorization) New Refresh Token Issuance for enhanced security and flexibility. An upgrade to the AccuRoute Server, Desktop, and Queue from a previous installation will require a reauthorization of NetDocuments.

Reauthorizing Server access to a NetDocuments account

NetDocuments Reauthorization for Administrators

You must reauthorize the NetDocuments account if you have completed an AccuRoute Server, Desktop, and Queue upgrade.

To reauthorize the  NetDocuments account

1. Start the Server Administrator.
2. Expand the Server Administrator tree; if necessary, and select Connectors.
3. Select the NetDocuments on the Server connector. The NetDocuments on the Server Properties dialog box appears.
4. Click the Advanced tab.
5. Click Configure. The NetDocuments Login Configuration dialog box appears.
6. Ensure the correct NetDocuments vault is selected and click Authorize. The NetDocuments Authorize/Login dialog box appears.
7. Type your Administrator username and password in the appropriate boxes and click Login.
8. Click Allow.
9. Click Finish.

Reauthorizing Desktop Client access to a NetDocuments account

NetDocuments Reauthorization For AccuRoute Desktop Client Users

Every AccuRoute Desktop Client user must reauthorize his/her NetDocuments account after an AccuRoute Server, Desktop, and Queue upgrade.

To reauthorize the  NetDocuments account

1. Start AccuRoute Desktop.
2. Select Tools >  Configure DMS > NetDocuments. The NetDocuments Login Configuration dialog box appears.
3. Ensure the correct NetDocuments vault is selected and click Authorize. The NetDocuments Authorize/Login dialog box appears.
4. Type your AccuRoute Desktop Client username and password in the appropriate boxes and click Login.
5. Click Allow.
6. Click Finish.

Note: This resolution only applies to users that are upgrading from a previous installation.

 

Upland AccuRoute introduces the WebApps Client, a highly-customizable replacement for the former Web Client. The prior Web Client has been renamed Legacy Web Client, and it remains the only place for authorized users to access the Administration section of the Web Client.

When you upgrade your server, upgrade all instances of the Web Client in your environment. For more information, consult the AccuRoute Web Client Installation Guide and the Web Client User Guide.

Note Upland AccuRoute recommends that when you upgrade the server to the latest version, you also install and configure the latest version of the Web Client. If you have a prior version of the Web Client, do not uninstall or remove the deprecated Web Client application and set up files in your system, as deleting those files may interfere with the server usage.

You can configure the server to use both the Legacy Web Views Client and WebApps at the same time.

 

When you upgrade your server, upgrade all instances of the CostRecovery client in your environment. For more information on the CostRecovery application, consult the CostRecovery Administrator Guide.

To upgrade CostRecovery

1. Click Start > Control Panel > Add/Remove Programs. Remove the current version of CostRecovery from the system.
2. Open Windows Explorer and navigate to \\Servername\Clients\CostRecovery.

Note: Clients is the network share folder containing the installation setup files. You must have configured this folder to give everyone access to the folder.

3. Run install.exe. The InstallShield Wizard configures the system for the CostRecovery client and the Welcome message appears.
4. Click Next. The License Agreement page opens.
5. Read the license agreement. Click Yes. The Choose Destination Location page opens.
6. Click Next to accept the default destination location. Alternately, to install the application in a different location, click Browse. Navigate to the desired directory. Click OK and then Next. The Fax Server page opens.
7. In the Fax Server box, enter the name or the IP address of the system running the Upland AccuRoute Server.
8. Click Next. The Start Copying Files page opens.
9. Review the installation settings. Click Next to install the CostRecovery client. When the installation is complete, the InstallShield Wizard Complete page opens.
10. Click Finish.

Note: Recreate the export template file before running CostRecovery. Additionally, enable the Billing component on the server and configure it to collect the information you need. See About CostRecovery for more information.
You can recreate older custom configurations in the new Cost Recovery client using the backup files. For more information, see Backing up Cost Recovery custom configurations.

Check the version of the client to make sure that the upgrade was successful. It should be the same as the latest version of the server.

 

When you upgrade your Server, upgrade all instances of the FaxCenter client in your environment. For more information on the FaxCenter application, consult the FaxCenter Online Help.

To upgrade FaxCenter

1. Click Start > Control Panel > Add/Remove Programs. Remove the existing version of FaxCenter from the system.
2. Open Windows Explorer and navigate to \\Servername\Clients\FaxCenter.

Note: Clients is the network share folder containing the installation setup files. You must have configured this folder to give everyone access to the folder.

3. Run install.exe. The InstallShield Wizard configures the system for the FaxCenter client and the Welcome message appears.
4. Click Next. The License Agreement page opens.
5. Read the license agreement. Click Yes. The Choose Destination Location page opens.
6. Click Next to accept the default destination location. Alternately, to install the application in a different location, click Browse. Navigate to the desired directory. Click OK and then Next. The Start Copying Files page opens.
7. Review the installation settings. Click Next to install the FaxCenter client. When installation is complete, the InstallShield Wizard Complete page opens.
8. Click Finish.

Check the version of the client to make sure that the upgrade was successful. It should be the same as the latest version of the server.

 

When you upgrade your server, upgrade all instances of the Queue client in your environment. For more information on the Queue client, consult the Install Guide and the User Guide.

To upgrade the Queue client

1. Log in to the system where you have the client using an account that belongs to the local Administrators group.
2. Open Windows Explorer and navigate to \\Servername\Clients\AccuRoute Queue.

Note: Clients is the network share folder containing the installation setup files. You must have configured this folder to give everyone access to the folder.

3. Run install.exe. The InstallShield Wizard configures the system and the Welcome message appears.
4. Click Next. The setup shows the license agreement.
5. Read the agreement carefully and if you agree to the terms, click Yes. The Choose Destination Folder page opens. The default destination is C:\Program Files\UplandAccuRoute\AccuRoute Queue.
6. Click Next to select the default destination. The Start Copying Files page lists installation details you have supplied. If you want to install in a non-default location, click Browse, select the location and then click Next.
7. Click Next to begin the installation. When the installation is complete, the InstallShield Wizard Complete message appears.
8. Click Finish to close the wizard.

Check the version of the client to make sure that the upgrade was successful. It should be the same as the latest version of the server.