Application updates

Our development team works to add new features and enhance existing features on a regular basis. Performing regular application and report updates ensures you have access to the change. Best of all, the updates are free.

NOTE: Updates MUST be run from the server where the ServMan folder resides (your application server The server where your ServMan directory resides. Usually the C, D or E drive where APPS\Servman is located.) as a network and ServMan administrator to ensure you have the appropriate access to run all parts of the update. If you would like assistance with performing any update, please contact ServMan Customer Care.   

WINDOWS 8 PRO UPDATE: During the update process the application MAY drop the drive mappings giving an error for the ServMan.exe location.  You will simply need to manually enter the UNC path name - a naming convention used primarily to specify and map network drives in Windows. UNC names consist of three parts - a server name, a share name, and an optional file path. These three elements are combined using backslashes as follows: \\server\share\file_path for the application directory to overcome this issue.  

NOTE: Should you have errors during the update process, click HERE for further information.

• Step 1 - Download ServMan Updates
• Step 2 - View List of Current Logins
• Step 3 - Lock All users from System
• Step 4 - Install New Version
• Step 5 - Allow Users Back into ServMan
• Step 6 - Update Reports

1. Select Utilities > Online Updates > ServMan Application Update.
2. This displays the Update ServMan Online window.

3. Click Step 1 - Download ServMan Updates.
4. This displays the Update Program Files window (see the image below).

5. Enter the download site. This is ftp.servman.com.
6. Enter your user ID. This is your ServMan serial number. You can locate your serial number by selecting Help > About in ServMan.
7. The password is servman.
8. Check Download Beta to download the latest beta release. Beta releases have not been fully evaluated by a large user base. You should consult with ServMan Customer Care before installing a beta release.
9. (Optional) Click "Click here to download and review the release notes (version.txt)" to review the release notes.
10. Click "Click here to start the update/download" to download the update. You can download the installation files before you have everyone exit ServMan. This will reduce the amount of time users do not have access to the system.
11. Close the ServMan Application Update window once the installation files are downloaded.
12. Stop any ServMan Synchronization and Call Escalations services that are running.
13.  
14. Click Step 2 - View List of Current Logins to see who it still signed in (see the image below). You should also check the Show All Logins Across Companies option to ensure users are not signed into another company. Users who have (Mobile Lock) following their login can remain in the system. These indicate that a technician has an order or quote downloaded to their device. Users who have (Disconnected) following there name should be cleared. Simply click on the user then click the Clear Connection button.

14. Click Send ServMan Message to send a system message to all users currently signed into the system to ask them to sign out.
15. Click Refresh to reload the current logins window.
16. Click Clear ServMan Message once everyone has exited ServMan.
17. Click Close.
18. Look for the following icons in the system tray in the lower left of your screen. If present, right-click and select close on each instance.
19. Click Step 3 - Lock All users from System to prevent users from sign into the system during the update.
20. Click Step 4 - Install New Version and follow the instructions for the installer. See Clearing open files on your server if you encounter the following dialog, or similar, while running the installer:

21. ServMan will complete the installation and update the appropriate information in all companies. If you have more than one company, ServMan will automatically login to each company. Once the update is complete ServMan will shutdown and restart.
22. Log into ServMan. You must sign in with the same login you used when you started the update. .
23. Select Utilities > Online Updates > ServMan Application Update.
24. Click Step 5 - Allow Users Back into ServMan.
25. Click Step 6 - Update Reports if you wish to perform a reports update. NOTE: If you have modified any of the standard ServMan report files, you should not perform a reports update as your modifications will be overwritten during the update.
26. This displays the ServMan Reports Update window (see image below).

27. Click the appropriate option. Typically, this is "Download and Install Reports".
28. Enter the download site. This is ftp.servman.com.
29. Enter your user ID. This is your ServMan serial number. You can locate your serial number by selecting Help > About in ServMan.
30. The password is servman.
31. Click “Click here to start the update/download.”
32. The report files will download then install automatically. You will receive notification when the report update is complete.
33. Close the ServMan Reports Update window.
    

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