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Areas To Note When Upgrading CV11

Upgrading introduces new functionality to your database. Several areas where you may notice changes are detailed below. The biggest point is to thoroughly test the functionality of your upgraded database before going live. During this testing phase, use your old version of Collect! to keep your business running smoothly.

Confirm that your Collect! system is free of any errors. If errors are found, email support@collectsoftware.cc or phone Comtech Systems for assistance.

Password Settings

All Operators must have a valid Password. If the upgrade is not able to decipher the Operator's Password for any reason, for instance, if the Password is missing or is in asterisks, then the upgrade resets the password to lower case User ID and switches ON "Must change password next login".

tip.gif Any passwords that were changed by the upgrade will be noted in the "_upgradelog.txt" file located in the "bin\upgrade" folder.

If an Operator cannot sign in with their old password, please check the upgradelog. The Operator should sign in with their User ID in lower case as the Password and they will be prompted to enter a new Password.


Prompt to Enter a new Password

tip.gif Selecting the CANCEL button will return you to the Welcome to Collect! screen.

All Operators with valid Passwords will have the same Password in the new upgraded Collect!.

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Ini Files

The upgrade does not transfer your connect.ini or your rdmserver.ini files, as these are not compatible with any versions in the CV11.6 Releases. If you had special settings in these files, you may need to add these settings to the new connect.ini and rdmserver.ini files.

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Judgement Accounts

Collect! now allows only one 195 Judgement Interest transaction on a Judgement account. If you have posted several 195 interest transactions, only the most recent will be used for the interest calculations. To remedy this, it is necessary to change the Transaction Type of any additional judgement interest transactions posted after the Judgement Date.

It is necessary to use a different type because the 195 is a special reserved transaction type for the original Judgement Interest posted along with the Judgement Principal.

tip.gif You can download utility reports from the Collect! Technical Services to help you change the transaction type of any additional 195 transactions.

Download FindFix195 Reports

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Areas To Test With Every Upgrade

Your upgrade should be tested thoroughly, especially in the following general areas, before proceeding to use your upgraded database.

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Reports And Letters

Collect! updates report codes during the upgrade, including address field codes, and creates the cosigner loop in letters requiring this.

Run test printouts on ALL the reports you used in your previous version of Collect! to confirm that they are still working properly and printing the way you expect.

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Access Rights And Levels

You and your operators will see many new fields and forms in your new version. Sign in at various User Levels and confirm that they still function as before. You may want to tighten up access security rights to some of these new fields or forms.

tip.gif By default, Collect! restricts access to new forms and menu items so that only Operator Levels 1, 10 and 99 can access them. There are some
areas that cannot be set this way, such as sub-tabs and you will need to set them.

Please refer to Help topic, Making Changes to Access Rights for details.

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Contact Plans

Run all of the Contact Plans you were using in your previous version to make sure they function as they did before.

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Import Routines

If you used any import routines in your previous version, they will have to be carefully examined in the new version. Do a Quick Print with all details in your previous version and then use this printout to check your import specifications in the new version.

tip.gif In Collect!'s Application Log, in the UPGRADE category, you can find the list of import modifications naming fields no longer in Collect!.

Fields that no longer exist in the database, or that have been renamed, will appear as a blank line in your import map. This must be corrected before you use the import.

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Import Options Settings

The default setting for 'Use transaction type' will be 'Use transaction type - After'. This will apply settings after the data is imported so that upgrade users will not have to toggle the switch. However, if you wish to apply the transaction type settings before importing, you may need to set the switch.

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Network Setup

There may be enhancements to Network Setup in the new version. Read the network setup documents. Have your technician make any necessary changes that may enhance your operation and run Collect! more efficiently.

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Web Host

Many changes have been made to the Web Host. You may want to take advantage of the new Web Host. However, if you have your own customized pages, do not copy over them! Otherwise, you can copy the Demodb Web Host into your Masterdb if desired.

If you have your own SSL Certificates, the upgrade will bring them over when it upgrades your Web Host.

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Help Documentation

Finally, you should review the new help documentation that comes with Collect! There are many changes and advances that you need to be aware of. Press F1 anywhere in the system to get help on that particular area of Collect! Hyperlinks in the help documents will take you to related topics for further details.

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See Also

- Upgrading Topics

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