TABLE OF CONTENTS
- Confirm everyone is logged out of Orion FIRST
- Running the Update
- Back up Failed?
- Cancelled the update?
- User Security
Confirm everyone is logged out of Orion FIRST
You MUST make sure that ALL users are logged out of Orion before starting to upgrade/update the system
Check active users: [Orion] Check Active Users
If Not Hosted
If hosted with us via Citrix
- Orion is still open and has a connection to the database if this isn't done and the update WILL NOT HAPPEN without errors
As an extra precaution it is suggested you close/sign out of the Citrix Workspace on each PC before starting the upgrade process
Running the Update
We have an internal development register where customers requests and ideas are managed, prioritised and scheduled to create a bundle of work that is released as a product update.
These updates can contain new features, tweaks to existing features and bug fixes.
It is very important that these updates are run on your system at your earliest convenience to keep you up to date with all the new features and bug fixes
Using this Function
Orion will automatically check what version and release number you are currently on and then display a reminder to update when logging into the system.
Select Update to download and apply the latest available update
The version you currently have (1) the version you are upgrading to (2) and the release notes (3)
4 - Backup: It is suggested to leave the back-up option as it is - this will change based on our recommendations.
Click on Update (5), then confirm if you wish to proceed (6)
Back up Failed?
There will be a warning if the automated back-up failed - it is HIGHLY recommended NOT to proceed if this happens.
Always confirm a backup has completed before completing an update - this can either be a manual backup or the auto backup
Cancelled the update?
Don't worry - you are able to run the update manually.
The update can also be run from Accounts (1) > Help (2) > Check for Updates (3)
The first window will display a couple of options - Check frequency cannot be changed and the Backup is overridden by the auto update window above.
Click on "Check Now"
Update available message
If the update is cancelled a message is displayed in Orion (top right) to highlight that an Update is available.
There is a user security setting “Run Auto Updates” to control which users can apply updates.
NB: By default, All users have the ability to download and apply the updates
To check this go to Accounts > Maintenance > System Setup > Users, edit/change the user and click on Security
Didn’t find what you were looking for?
Our Support team are here to help, you can reach us by submitting a support ticket