Latitude Business Edition 9200 series Update Guide

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Overview

In this update you will be migrating from an old version of the Latitude 9200 series to the latest version of the Latitude 9200 series. This will involve replacing Latitude program files on all workstations

The Latitude application consists of two main parts:

                  The Latitude client program, "LatitudeSQ.accde", installed on every workstation running Latitude. It is replaced every time you update Latitude to a new version. It contains all the Latitude screens, reports and programs and attaches (links to) your data in the SQL Server
                   A database, on an SQL Server, containing your data that is shared by all workstations. You should back it up regularly (daily) in case you lose your server. In this update, you will not be replacing your data file, but only be changing its internal structure
          You will run the installer on the server to update your data file. Most companies then allow the Automatic Deployment Feature (ADF) to automatically replace the LatitudeSQ.accde on all workstations. If you do not use the ADF, run this installer on all workstations to replace the LatitudeSQ.accde client program on them

Before you start, make yourself aware of the location of your Downloads folder and Backup folder. These folders are usually on a server, but on small peer to peer networks will be on a workstation that is acting as a server. In either case they will usually be named as follows (although the drive letter is often something else):

L:\Latitude\

This is the main Latitude folder on a server. It contains the following subfolders. It also holds the master copy of the Latitude program file used by the Automatic Deployment Feature (ADF)

L:\Latitude\Downloads\

This is the folder the Installer stores all files it downloads for use during the installation. It is also a handy location for you to store any Latitude related downloads and documentation

L:\Latitude\Backup\

This is where you store zipped copies of your data file before you upgrade your 'production' data file

If you do not have Backup and Downloads folders as above, create them

Exchange Link Public Folder (optional)

If you have an Exchange Server and want to import your Latitude contacts, create a public folder in your Exchange Server eg. LatitudeContacts. This is the folder where the imported Latitude contacts are stored

NOTE: If you are one of the few customers who are running a Latitude 9200 series version older than version 9210.0801, you have to delete any Latitude.accde and Latitude.mde files in the C:\Lati99\ folder on the FIRST workstation you run the installer on. The ADF (Automatic Deployment Feature) will handle the files on subsequent workstations

Server Installation

Log in to your Server as a User with Administrator Rights

You need full rights to install new software and to create new folders

Place the Installer zip eg. LatitudeSQxx.xxxx.xx.zip file you downloaded from the Latitude website in the Downloads folder

eg. "L:\Latitude\Downloads\"

Extract and Run the Installer

Extract the LatitudeSQxx.xxxx.xx.exe from LatitudeSQxx.xxxx.xx.zip
Double click the installer LatitudeSQxx.xxxx.xx.exe to run it

When prompted "You are about to perform a Latitude Business Edition update. Do you want to continue?", click "Yes"

Click the "Server" installation mode

Click the "Next" button

Select Features to Install

In addition to the core Latitude Application and Latitude Remote Client & Server components, Latitude comes with optional LatiWeb + ExchangeLink and Email Notifier components. If you do not wish to use them now, deselect them (you can always install them later)

Confirm Microsoft Access Runtime version to install (optional)

If you do not have Microsoft Access installed, confirm the version you want. We suggest Access 2010
Click the "Install Access 2007 Runtime" hyperlink to toggle between Access 2010 and Access 2007

Select the Latitude Install Folder

usually "C:\Latitude\" on a server
Click the "Next" button and wait

Select Latitude Database

Accept the default SQL Server or select another SQL Server from the dropdown
Port - leave blank
Enter the SQL server Login and Password for the sa account

Use existing Database: keep ticked
Click the Refresh Database List button
Confirm the correct Latitude database name appears
Click "Next" button

Set ADF Location (optional)

This screen will only appear if you have NOT selected an ADF location in a previous install
Select the ADF folder, usually your main Latitude folder eg. "L:\Latitude\". This is where Latitude will store the master LatitudeSQ.accde for later distribution to workstations. This location must be a mapped drive accessible from all workstations using the same drive letter

Click the "Next" button

Location to install LatiWeb

If you have previously installed LatiWeb confirm the default values are correct and click the "Next" button to continue, else enter the following items
Select a website on IIS to host LatiWeb
Enter the LatiWeb Virtual Directory Name eg. "LW"
Select a location for the installer to create a folder to hold LatiWeb files eg. if you choose "L:\Latitude\" and have entered the LatiWeb Virtual Directory Name = "LW", the installer will create "L:\Latitude\LW\" to store LatiWeb files

Click the "Next" button

Setup Exchange Link

Web Service url - This is the Exchange web service url, replace the YOUREXCHANGESERVERSITE with your Exchange Server hostname
Latitude Contacts Public Folder - This is the Exchange public folder where the imported Latitude contacts are stored
Exchange Username - The Exchange Administrator Account
Exchange Password - The Exchange Administrator password

Attach Latitude Database

Confirm the Server, Database and Username are correct
Enter the "DBSuser" password
Click the "Attach Latitude SQL Server Database" button

Authorize, Upgrade and Reauthorize Latitude

When the Select Authorization Mode screen appears, Click "Yes"

Enter your Authorization Code and click "OK"

Choose any user and Click 'Logon'

When asked to upgrade, click "Yes"

Enter the "DBSuser" password again
Click the "Attach & Upgrade Latitude SQL Server Database" button

When asked "You are about to perform a Latitude Upgrade", click "Yes" and wait until the upgrade finishes

Enter your Authorization code again and click "OK"

Installer Finish Screen

Click the "Finish" button to close the Installer

Workstation Installation - using ADF

Double click the Latitude Business Edition shortcut in the desktop

Latitude will prompt "A new release of Latitude is available on your server. Do you wish to update Latitude on your PC now?, Click "Update Now" and wait
Double click the Latitude Business Edition shortcut in the desktop to run the new version of Latitude
Repeat this workstation installation on all your Latitude workstations

Workstation Installation - using Installer

Workstation Security Setting

If you are not running Windows XP, you must disable User Account Control (UAC) before installing Latitude. NOTE: After successfully upgrading Latitude you should turn the UAC back on to maintain your security level

To disable UAC in Windows Vista

Go to Control Panel -> User Accounts

Click Turn User Account Control on or off
Untick User User Account Control (UAC) tickbox
Click OK
Reboot the computer to apply the changes

To disable UAC in Windows 7

Go to Control Panel -> User Accounts
Click Change User Account Control Settings
Drag the scroll bar to Never Notify
Click OK
Reboot the computer to apply the changes

Log in to Windows as a User with Administrator Rights

You need full rights to install new software and to create new folders

Run the Installer

Run Windows Explorer and go to the Latitude Downloads folder eg. "L:\Latitude\Downloads\"
Double click the Installer LatitudeSQxx.xxxx.xx.exe to run it again

When prompted "You are about to perform a Latitude Business Edition upgdate. Do you want to continue?". Click "Yes"

Choose the "Client Only" installation mode. Click "Next"

Confirm Microsoft Access Runtime version to install (optional)

If you do not have Microsoft Access installed, confirm the version you want. We suggest Access 2010
Click the "Install Access 2007 Runtime" hyperlink to toggle between Access 2010 and Access 2007

Select the Latitude Install Folder

usually "C:\Lati99\" on a workstation
Click the "Next" button and wait