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P E N N A N T S O F T W A R E S O L U T I O N S

OOmmeeggaaPPSS RR1144..22..0000 Update Installation Guide

This software/documentation contains proprietary information of PENNANT Information Services; it is provided under a license agreement containing restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. Licensed users may reproduce as many copies as required for internal use only. The information contained in this document is not contractually binding and therefore should be used as guidance only. Pennant Information Services will not be responsible in any way for damages resulting in the use of the guidance and direction contained herein and does not warrant that this document as error-free. The information in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing.

November 2004 OmegaPS Document Identifier OPS-UPD-RR1144..22..0000

Copyright � PENNANT Information Services Incorporated 2004 Copyright � PENNANT Information Services (Software) Ltd 2004

All rights reserved.

UUnniitteedd SSttaatteess 101 S. Kraemer Blvd Suite: 230

Placentia, CA 92870 Phone +1 714-524-5000 Fax +1 714-524-0333

mailto:[email protected]

CCaannaaddaa 1400 Blair Place, Suite 100

Ottawa, Ontario Canada K1J9B8 Phone +1 613-745-3811 Fax +1 613-745-4206 mailto:[email protected]

OOmmeeggaaPPSS PPrroodduucctt SSuuppppoorrtt

CCeenntteerr

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UUnniitteedd KKiinnggddoomm 210 Cawte Road

Southampton Hampshire SO15 3TD

Phone +44 (0) 2380 908 228 Fax +44 (0) 2380 336 117


AAuussttrraalliiaa Suite 6, 334 Highbury Road

Mount Waverley Victoria, 3149 Australia

Phone +61 (3) 9886 7977 Fax +61 (3) 9886 7955


See our OOmmeeggaaPPSS ((UUsseerr)) SSuuppppoorrtt page (Just click on the image below)

http://www.pennantplc.co.uk/software/techsupp/fs_techsupp.htm

http://www.pennantplc.co.uk/http://www.pennantplc.co.uk/mailto:[email protected]:[email protected]:[email protected]:[email protected]://www.pennantplc.co.uk/software/techsupp/fs_techsupp.htm

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Table of Contents Table of Contents ............................................................................................................................................................................... a Upgrade Information .......................................................................................................................................................................... 1

Purpose of this guide ..................................................................................................................................................... 1 Notes about this guide ................................................................................................................................................... 1 Update Prerequisites ..................................................................................................................................................... 1

Before You Begin ............................................................................................................................................................................... 3 ORACLE® Export........................................................................................................................................................... 3 OmegaPS Folder Backup .............................................................................................................................................. 4 Pennant Registry Entry Backup..................................................................................................................................... 4

System Administrators Workstation and Database Schema Upgrade ......................................................................................... 5 The R14.2.00.EXE file ................................................................................................................................................... 5

Where to run the R14.2.00.EXE file?............................................................................................................................................ 5 Execute R14.2.00.EXE file............................................................................................................................................. 5

Component Installation................................................................................................................................................................. 8 Install/Update OmegaPS Database.......................................................................................................................................... 9 Checking Database Connection ............................................................................................................................................. 10 Install/Configure Publisher...................................................................................................................................................... 12 Update OmegaPS Shortcuts .................................................................................................................................................. 13

Review Log File - Update_R14.2.00............................................................................................................................ 16 Forward copy of Update LOG to Pennant Support ..................................................................................................................... 16

Update Additional Database Instance(s) ........................................................................................................................................ 17 Installing Add-on Products.............................................................................................................................................................. 18

Available Add-on Products List .................................................................................................................................... 18 Enable the Add-on Product.......................................................................................................................................... 20

Install New Access Key Number .................................................................................................................................................. 21 Obtain Access Key....................................................................................................................................................... 21 About Access Key Number .......................................................................................................................................... 22 Apply Access Key Number .......................................................................................................................................... 22 Manual Update of Access Key Number....................................................................................................................... 23

Log on to OmegaPS ......................................................................................................................................................................... 24 Delete OLD - \OmegaPS Folder ....................................................................................................................................................... 24 Delete Temporary OmegaPS-R14.2.000 FolderR14.2.0 ................................................................................................................................ 24 Client-Workstation Upgrade ......................................................................................................................................................... 25 Product Support Center Locations ................................................................................................................................................. 26


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Upgrade Information

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The purpose of this guide is to provide Installation Procedures for the Update of OmegaPS R14.1.00 to OmegaPS R14.2.00.

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This guide will refer to drive as the drive where your ORACLE® RDBMS software has been installed.

Throughout this guide you will see this symbol (�) used to denote a Single-Click of the left Mouse button.

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1. Version R14.1.00 -- These procedures are designed to Update those sites that are currently running OmegaPS R14.1.00, OmegaPS R14.1.01, OmegaPS R14.1.02 or OmegaPS R14.1.03.

If you unclear as to the current release number of your OmegaPS software, simply log into OOmmeeggaaPPSS and � the \Help\About menu-bar items on any screen and look here to the Release field:

Date: 05-Nov-2004 15:19 Release: R14.1.00

The Update has been designed so that it will correctly install to sites that are at R14.1.00, R14.1.01, R14.1.02 or R14.1.03. It should be noted that the upgrade to RR1144..22..0000 involves installing the interim version R14.1.04.

Oracle Database Version Reminder OmegaPS Release 14 (and above) is only supported on Oracle database version 8.1.7 and Oracle 9.2.0.1.

3. SQL*Plus® -- During this Upgrade, the system will use Oracles SQL*Plus® program.

Before you begin, ensure that you can execute each SQL*Plus available on the machine you are going to use to do the Upgrade (Example: PLUS80W.exe, SQLPLUSW).

Log on (to SQL> prompt) and off as User O2B, using the Host String for the Oracle Instance(s) you intend to Upgrade.

4. Client/Server Environment - All of the Upgrade procedures should be run from a System

Administrators Client Workstation.

When ever possible, it is recommended that this Update be run on the same machine the R14 Installation / Upgrade was run on.

For additional information in regard to setting up a System Administrators Client Workstation, please refer to the R14P0.00 Full Installation Guide


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5. Oracle Import The Upgrade process may involve the system using the Oracle Import Utility.

InstallShield will automatically check to be sure you are using Oracle8. �t will presume that you have the Oracle Import Utility executable (IMP.exe) installed on the System Administrators Workstation you are going to run the Upgrade from.

Before you begin, ensure that these utilities are available on the machine you are going to use to do the Upgrade. In a Standalone environment, these tools are installed when the Typical Installation choice is selected during the Oracle RDBMS software installation.

In a Client/Server environment, these Oracle Database Utilities (i.e., Client Database Tools) would have to have been installed separately.

The Database Utilities (i.e., Client Database Tools) should be maintained at the same Oracle version as your Server (RDBMS) software it is accessing.

6. Individual Performing Upgrade - The individual performing the OmegaPS Upgrade should be familiar

with the Server and Client Operating System(s) (i.e. WindowsNT, Windows98, Windows2000 Professional)

For example, this person should know the commands for deleting and copying files, and understand the concepts of the search path, folders/directories, and path names. This individual should also have an understanding of the fundamentals of Microsoft Windows, such as Program Manager, Explorer/File Manager and the elements of an application window

Documentation

This PDF file should be read with the Adobe� Acrobat� Reader 4.0 It is best viewed when the display is set to 133%.


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Before You Begin

We strongly recommend that you read through this Guide, before you begin any phase of this installation.

Reading in advance will afford you the opportunity to verify any unknown information before you begin, and help familiarize you with the questions you will be required to address.

Before you start working with the OmegaPS Upgrade, you will need to accomplish a few preliminary tasks (described below).

OORRAACCLLEE®® EExxppoorrtt Before you begin this Upgrade you should first perform a Full ORACLE® Export of the OmegaPS Database as the owner of the database (O2B is the default, change to reflect your installation where applicable), to create a backup of your existing R14.1.00 , R14.1.01, R14.1.02 or R14.1.03 database. Using your ORACLE® Export Tool, perform a Full Export of the User, O2B. Export Example-- Using your Windows Explorer, locate your system's applicable Export Executable file.

�� on the Export Executable's record-line and answer with the following:

Question Answer

USER O2B PASSWORD O2B Export File: EXPORT.DMP> O2BEXP.DMP (any-filename .DMP) (2) U(sers) or (3) T(ables):(2) U> U Export Grants (yes/no) yes> yes Export Table Data (yes/no) yes> yes Compress Extents (yes/no) yes> yes

Ensure that the Export File is safely stored someplace other than your \OmegaPS folder.


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OOmmeeggaaPPSS FFoollddeerr BBaacckkuupp Your next task is to create a backup of your existing \OmegaPS folder and it's sub-directories.

In the unlikely event of a problem during the Update, this folder will be available to easily restore your folder structure to where it as before you began the Update.

This Update was designed to simply add additional files to your existing \OmegaPS folders, and make the required modifications to the database.

If space permits, (using your Windows Explorer) simply copy the \OmgeaPS folder to another , and rename it \OmegaPS_R14.1.00 (R14.1.01, R14.1.02 or R14.1.03) as required.

After this Update is complete, and you determine it was successful, you can erase this backup folder.

PPeennnnaanntt RReeggiissttrryy EEnnttrryy BBaacckkuupp Your next task is to create a backup (Export) of your existing Pennant Information Services Limited Registry Entry.


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System Administrators Workstation and Database Schema Upgrade Before you begin, determine the where your OmegaPS software is installed.

Multi-Machine Environment Remember - it is presumed that you are about to accomplish this portion of this Update from your System Administrators Workstation machine (this is a machine which has the Import Oracle Database Tool executable installed on it). Our goal is to update the System Administrators Workstation and your OmegaPS Database (on your Server) first, and then we will address the update of any Client Machines.

TThhee RR1144..22..0000..EEXXEE ffiillee The R14.2.00.EXE file is used to start the InstallShield Wizard (TM), which will assist with the OmegaPS Update process.

WWhheerree ttoo rruunn tthhee RR1144..22..0000..EEXXEE ffiillee??

�� Create a Temporary folder (on your hard-drive) named OmegaPS-RR1144..22..0000.

�� Save the R14.2.00.EXE file to this location.

�� Execute the R14.2.00.EXE file from this OmegaPS-R14.2.00 folder.

EExxeeccuuttee RR1144..22..0000..EEXXEE ffiillee

Be sure that your ORACLE® instance is up and running before you begin. �� on the R14.2.00.EXE file and the system will automatically start (and present) the InstallShield Wizard�


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First you will be advised that the InstallShield Wizard� is being prepared to guide you through the Setup process.


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Next, the InstallShield Wizard� will display the following OmegaPS Setup - Welcome Screen.

Welcome to OmegaPS Release RR1144..22..0000

� Next to continue


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CCoommppoonneenntt IInnssttaallllaattiioonn If the data checks are successful the Setup can continue and the required components are installed.

Depending on the type of environment you are setting up, after installing the \OmegaPS\Documentation folder, you may wish to review this folder and delete a few documents. Client Workstations - A regular User would have no need for the System Administrators Guide or the various Update, Full and 32-Bit Install Guides. After the Upgrade, you may wish to delete these documents and just leave the Users Reference Guide and the Users (1388-2B) Reports Guide (where applicable) on the regular Users Client machines.


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Install/Update OmegaPS Database Next you will be presented with a Question window, your goal is to acknowledge that you do wish to Update the OmegaPS Database

Answering Yes here will take you through the process of updating your OmegaPS Oracle instance (i.e., your database). Client Machines Remember, if you were simply updating a Client Machine, at this point you would select No, as you would not want to actually update the database again. Your goal would be to simply update the files in your Client Machines \OmegaPS folder.

� Yes - to continue to update your System Administration Workstation (forms and documentation), and your OmegaPS Database Oracle instance (i.e., Database Schema) � No - to continue to update a Client Workstation (forms and documentation) only


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Next, the system will display the SQL Log On Information window.

USER - Insert the O2B User ID PASSWORD - - Insert the User O2B HOST STRING - - Insert your Oracle Host String (where applicable) for the Oracle Instance you wish to update.

� Next to continue

Checking Database Connection First, the connection (i.e., access) to the database will be verified.

� The Upgrade process may take some time.

Remember Where applicable, the OmegaPS Database Upgrade should be run against each Oracle instance. Please refer to the Update Additional Database Instance(s) section of this guide for additional information.


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During the Upgrade you will be advised of its progress as the system displays various windows similar to those shown below:


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Install/Configure Publisher If you are going to use OmegaPS Publisher it requires configuration of the under lying Python tools. Next you will be presented with a Question window asking if you want to Install / Configure Publisher.

Client Machines Answering Yes here will Install / Update the Python tools on the client Machine. This must be done on every Client machine that wishes to run OmegaPS Publisher.

If OmegaPS Publisher was configured during OmegaPS Release R14.1.01 it is NOT necessary to Install / Configure Publisher again.

� Yes - to continue to update your Client machine with the Python tool set and Configure the OmegaPS Database Preferences for Publisher. � No - if you do not want to install the Python toolset and Configure the OmegaPS Database Preferences for Publisher on the Client machine. If you chose the Yes option you will be presented with a Question window asking if you want to Install Python Language.

If you chose the Yes option to install the Python toolset you will then be presented with various screens that will install / update the following Python components:

�� Python Language. �� Python Windows Extensions. �� Python Oracle Interface for 9i.

Please follow the on screen instructions to configure the Python tools choosing the default options when prompted.


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Next you will be presented with a Question window asking if you want to Update the OmegaPS Database Publisher Preferences.

You should update the OmegaPS Database Publisher Preferences at least once.

If you chose the Yes option to Update the OmegaPS Database Publisher Preferences a database connection is established and the updates are made. Note that the SQL Log On Windows may be displayed in order to establish a database connection.

Update OmegaPS Shortcuts Next the system will display the OmegaPS Available Applications window. The purpose of this window is to advise the InstallShield Wizard (TM) which OmegaPS Application Desktop Shortcuts you wish to have upgraded.

An application specific Access Key Code is required to use any of these applications.

Your goal is to ensure there is a check mark to the left of each application you have installed, before you continue.


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If necessary, simply � the box (to the left of the item) to cause the system to insert a Check Mark.

Or, if you wish to select them all, simply � the Select All button.

Note: An Clear All button is also provided for your convenience.

Only select those items you have installed.

When you are ready to continue, � Next


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When this portion of the Upgrade is complete, you will be presented with the following window.

Be sure the Review the Database Installation Log File item is checked, and � Finish. This will cause the system to complete the Upgrade and present the Installation Log for your review.


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RReevviieeww LLoogg FFiillee -- UUppddaattee__R14.2.00

� Review the Update Log for errors (see \OmegaPS\Update\RR1144..22..0000\Update_RR1144..22..0000.log)

UPDATE_RR1144..22..0000.LOG - Notepad

Installing Release RR1144..22..0000 Processing Started at 05-Nov-2004 15:19 Creating Package ‘PK_OPS_INSTALL’ Package created. Creating Package Body ‘PK_OPS_INSTALL’ Package body created. Setting Change Management to ‘N’

Should you encounter any errors please contact your nearest Pennant Support Center Open your LOG file and perform a search for: o error at if you encounter any of these errors, please contact Pennant

o invalid if you encounter any (unexplained) invalid, please contact Pennant

o Unable to make sure that all the scripts have been able to run (this problem will often come down to the SQLPATH not being updated correctly within the registry).

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Once you have reviewed your LOG file, please e-mail a copy to your nearest Pennant Support Center for further review. Please - Do not use OmegaPS until Pennant Support has confirmed that the upgrade has been successful.


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Update Additional Database Instance(s)

Remember Where applicable, the OmegaPS Database Upgrade should be run against each Oracle instance. Where applicable, after completing the Upgrade of the first instance 1 Ensure that the Log Files have been sent to a Pennant Support Center 2 DELETE all the update directories that have a version number greater than the version number

of the database that you are upgrading. For example if the database to be upgraded is at R14.1.02 you must delete the \OmegaPS\Update\R14.1.03, \OmegaPS\Update\R14.1.04 and \OmegaPS\Update\RR1144..22..0000 directories.

3 Re-run the RR1144..22..0000.EXE

This action will cause the system to present the OmegaPS InstallShield Wizard where you would 4 � REPAIR, � Next, � Yes and enter the User ID/Password and Host String for the next instance you wish to update.


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Installing Add-on Products OmegaPS has a number of Add-on Products that are now available. Each Add-on Product requires an Access Key Number before the product can be used.

AAvvaaiillaabbllee AAdddd--oonn PPrroodduuccttss LLiisstt The following table lists all the Add-on Products that are available from OmegaPS Release 14.

For further information on any Add-on Product, please see our web site:



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EEnnaabbllee tthhee AAdddd--oonn PPrroodduucctt Before the Add-on Product can be used it must be enabled. This is done by logging into OmegaPS as the database owner (O2B), accessing Security and ensuring that the correct Security Preference for the Add-on Product is set to Y.

Progress Management MUST be configured before its Security Preference is set to Y See the Progress Management User Guide for further details.

See the Available Add-on Products List, Security Entry (WHAT) value, for each Add-on. An example of the Security Preference for AGERD is shown below (showing the product is enabled).

All Add-on Products require a valid Access Key Number before than can be accessed.


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Install New Access Key Number OObbttaaiinn AAcccceessss KKeeyy

Access Key numbers are required for ALL applications and Add-on Products. The Upgrade process will make use of your existing Access Key Numbers, however if you have installed an Application or Add-on Product that does not have an existing Access Key Number, then the following process will need to be carried out.

After you have completed the Upgrade Installation Process you will be required to introduce to the system a new Access Key Number for each additional application before you will be able to use the application. You will need to call Pennant Information Services to obtain the applicable Access Key Number for your licensed application(s) (i.e., 1388-2B, 00-60 Issue 1, 00-60 Issue 2, 00-60 Issue 3 and/or 00-60 Issue 4), if you have not yet obtained your Key Codes, contact:

United States Pennant Information Services Inc +1 714-524-5000

Canada Pennant Information Services Inc +1 613-745-3811

Europe Pennant Information Services Ltd +44 (0) 23 8090 8239 Australia Pennant Information Services Ltd +61 (3) 9886 7977


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AAbboouutt AAcccceessss KKeeyy NNuummbbeerr A Access Key Number is required to activate each application in the OmegaPS System. Five different CORE product Keys are available:

� one for the MIL-STD-1388-2B module � one for the DEF-STD-0060 Issue 1 module � one for the DEF-STD-0060 Issue 2 module � one for the DEF-STD-0060 Issue 3 module � � � � � one for the DEF-STD-0060 Issue 4 module

If you are running multiple instances of ORACLE�, you must enter the Key(s) for EACH instance of ORACLE� you are running OmegaPS (as the O2B User).

Remember - Access Key Numbers are also required for each Add-On Product.

AAppppllyy AAcccceessss KKeeyy NNuummbbeerr In order to make the installation of the Access Key Numbers as easy as possible, Pennant will supply each user site with a tailor made script that has been pre-configured with all of their keys. In most circumstances, this script will be e-mailed to your designated OmegaPS Contact. To update your Access Key Number, your System Administrator will only have to execute this script. The first step is to COPY the script to the \OmegaPS\DBA folder.

Your SQL*Plus desktop-icon Start in variable should be set to C:\OmegaPS\DBA (assuming your \OmegaPS\DBA folder is on your C: drive).

The next step is to Log onto SQL*Plus (as User O2B), and at the SQL prompt, issue the following SQL Command: SQL>start UPD_KEYS In the unlikely event that the supplied script fails to update your Access Key Numbers successfully each individual key can be set by following the process for a Manual Update of Access Key Number.


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MMaannuuaall UUppddaattee ooff AAcccceessss KKeeyy NNuummbbeerr

Your SQL*Plus desktop-icon Start in variable should be set to C:\OmegaPS\DBA (assuming your \OmegaPS\DBA folder is on your C: drive). This is where it needs to be to run the UPD_KEY.SQL script.

Log onto SQL*Plus (as User O2B). At the SQL prompt you will issue the following SQL Command: SQL>start UPD_KEY You will be prompted for two values:

Application 1388-2B (or 00-60, 00-60/2, 00-60/3, 00-60/4,depending on the application)

Key Number ************** (enter the number you obtained from Pennant)

Do not offset application entry with quotes. If you are installing multiple OmegaPS modules (i.e., 1388-2B and 00-60, 00-60/2, 00-60/3, and 00-60/4), you will need to run this script for each module.

After this script has run, you should be in a position to log onto OmegaPS.


U p d a t e G u i d e RR 11 44 .. 22 .. 00 00

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Log on to OmegaPS

Log on to OOmmeeggaaPPSS and check the current release number of your OmegaPS software From the main screen, � the \Help\About menu-bar items on any screen and look here:

Date: 05-Nov-2004 15:19

Release: RR1144.2..0000 .2

Be sure Release: says RR1144..22..0000.

Delete OLD - \OmegaPS Folder Once you have successfully logged into the Upgraded System, you may delete your \OmegaPS_R14.1.00 folder.

It is recommended that you do not remove the \OmegaPS_R14.1.00 folder until after you have successfully Upgraded and logged into OmegaPS, and are satisfied that the Upgrade was successful. Once you have reviewed your LOG file, please e-mail a copy to your nearest Pennant Support Center for further review. Please - Do not use OmegaPS (or delete your \OmegaPS_R14.1.00 folder) until Pennant Support has confirmed that the upgrade has been successful.

Delete Temporary OmegaPS-RR1144..22..0000 Folder Once you are satisfied that the Upgrade was successful, if you created a Temporary OmegaPS-RR1144..22..0000 Folder to do the update on your System Administrators Workstation, the contents of this temporary folder may be erased.


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Client-Workstation Upgrade

If you are working in a stand-alone environment, this task is not applicable.

If you are working in a Multi-Client/Server environment, your next goal is to accomplish the following on each Client Workstation.

�� Execute the R14.2.00.EXE file.� �

�� When you reach the Install/Update OmegaPS Database selection, � (As you DO Not wish to update the database schema again, simply the forms and documentation)

� Update OmegaPS Shortcuts


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Product Support Center Locations For assistance, contact your OmegaPS Product Support Center.

UUnniitteedd SSttaatteess

101 S. Kraemer Blvd Suite: 230 Placentia, CA 92870

Phone +1 714-524-5000 Fax +1 714-524-0333


CCaannaaddaa 1400 Blair Place, Suite 100

Ottawa, Ontario Canada K1J9B8 Phone +1 613-745-3811 Fax +1 613-745-4206 mailto:[email protected]

OOmmeeggaaPPSS PPrroodduucctt SSuuppppoorrtt

CCeenntteerr

LLooccaattiioonnss

UUnniitteedd KKiinnggddoomm 210 Cawte Road

Southampton Hampshire SO15 3TD

Phone +44 (0) 2380 908 228 Fax +44 (0) 2380 336 117


AAuussttrraalliiaa Suite 6, 334 Highbury Road

Mount Waverley Victoria, 3149 Australia

Phone +61 (3) 9886 7977 Fax +61 (3) 9886 7955


See our OOmmeeggaaPPSS ((UUsseerr)) SSuuppppoorrtt page (Just click on the image below)


mailto:[email protected]:[email protected]:[email protected]:[email protected]://www.pennantplc.co.uk/software/techsupp/fs_techsupp.htm

Table of ContentsUpgrade InformationPurpose of this guideNotes about this guideUpdate Prerequisites

Before You BeginORACLE® ExportOmegaPS Folder BackupPennant Registry Entry Backup

System Administrator’s Workstation and Database SThe R14.2.00.EXE fileWhere to run the R14.2.00.EXE file?

Execute R14.2.00.EXE fileComponent InstallationInstall/Update OmegaPS DatabaseChecking Database ConnectionInstall/Configure PublisherUpdate OmegaPS Shortcuts

Review Log File - Update_R14.2.00Forward copy of Update LOG to Pennant Support

Update Additional Database Instance(s)Installing Add-on ProductsAvailable Add-on Products ListEnable the Add-on Product

Install – New Access Key NumberObtain Access KeyAbout Access Key NumberApply Access Key NumberManual Update of Access Key Number

Log on to OmegaPSDelete OLD - \OmegaPS FolderDelete Temporary OmegaPS-R14.2.00 FolderClient-Workstation – UpgradeProduct Support Center Locations

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