Workflow: Update TrialDirector 360

Applies To: Upgrades to TrialDirector 360. If this is the first time you are installing TrialDirector 360, see Workflow: Install TrialDirector 360

In this article

Review the Prerequisites

Upgrade from Within the App

Update from the Web Portal

 

This article contains high-level procedures involved with upgrading to the latest version of TrialDirector 360. There are two possible methods for upgrading to the latest version:

  • Within the application, by means of the Flag icon.

  • From the Web Portal, by downloading and installing the Local Client.

The instructions in this workflow topic exam the steps taken to complete the upgrade using either method.

For Updates:

  • During the update process, the existing TrialDirector 360 application files are automatically removed. It is not necessary to remove any existing TrialDirector 360 deployments prior to updating.

  • Any existing TrialDirector 360 cases are automatically preserved and will be accessible once the update process is complete.

  • It will take several minutes to complete the update process.

Review the Prerequisites

The following table shows the prerequisites that must be in place before you start:

Task

Notes

Ensure Local Admin Rights are Set

In order to install TrialDirector 360, the user completing the installation must have local administrative privileges on the machine where the installation is taking place. If the user attempts to install without having local admin privileges, the installation will fail.

Address Local and Network Security

In addition to installing with elevated Administrator privileges, users need to temporarily disable all security or antivirus prior to beginning the installation process. Some environments may require complete uninstallation of security. Security can be reinstalled, reenabled, and configured after install. Failure to follow the above steps may force a complete uninstall and reinstall.

Upgrade from Within the App

You can upgrade to the latest version of TrialDirector 360 within the app itself. If an update is available, the Flag icon in the top-right corner of the screen turns white. To complete the update, follow the steps described below:

  1. While signed in to TrialDirector 360, click the Flag icon in the top-right corner of the screen.

  2. The Update dialog displays. This dialog shows the currently installed version of the application, as well as contact information. To download the latest version of the application, click the Get Update button.

  3. The default browser is launched, if not currently running. A prompt appears for you to download the update deployment package. It is recommended to click the Save option.

  4. Once the installer package is downloaded, click Run to launch the installer.

  5. A Windows User Account Control prompt appears. This prompt appears because the installer requires Administrator access to deploy. If necessary, input your Administrator credentials. Click Yes to continue the deployment.

  6. The TrialDirector 360 installation wizard appears. Wait for the wizard to finish loading, then click Next.

  7. Accept the terms of the End-User License Agreement by selecting the top option. Click Next to proceed to the next step.

  8. The Select Installation Folder page of the wizard displays. Ensure the correct folder is selected, then click Next.

    Note: If you want to install to a different local path, click the Browse button to browse to the folder where you want TrialDirector 360 installed or enter a valid path in the Folder field. It does not matter where the previous version of the application was installed. Therefore, it is not necessary to install to the same location as the previous version.

  9. On the final step in the wizard, click Install to begin the upgrade process.

  10. When the upgrade and deployment process is complete, the final page of the wizard displays. Click Finish to exit the wizard.

Update from the Web Portal

To upgrade TrialDirector 360 from the Web Portal, follow the instructions below:

Log in to the TrialDirector 360 Web Portal

As an existing TrialDirector 360 user, you will be sent an email indicating that an update to TrialDirector 360 is available on the Web Portal.

  1. Click on the link in the email to access the TrialDirector 360 Web Portal, or visit trialdirector.com.
  2. Log in to the Web Portal using your credentials.

    It is assumed that you have already activated your TrialDirector 360 account. If you have not done so, click Closedhere to view instructions for activating your account.

    To activate your TrialDirector 360 account:

    1. Log in to the TrialDirector 360 Web Portal.

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    2. The first time you log in to the Web Portal, the system will prompt you to read and sign the End User License Agreement. The End User License Agreement (EULA) wizard displays.

    3. Read the EULA and, when finished, click the Accept button.

    4. Update the password for your account and click Next.

    5. The final page of the wizard, confirms that your acceptance of the EULA has been recorded. Click the Finish button.

Download the TrialDirector 360 Client

To download the TrialDirector 360 2020.4.0 client, follow the steps below:

Note: These steps assume that you have activated your Ipro account, per the instructions above.

  1. Log in to the TrialDirector 360 Web Portal. The My Account page displays.

  2. Make sure your pop-up blocker is disabled, click the Download Clients button.

    The TrialDirector 360 install package downloads to your local machine.

    Note: If the installation package does not automatically download, check your browser settings again. Make sure you have properly turned off the pop up blocker for the TrialDirector 360 Web Portal URL.

Proceed to the next step, installing the TrialDirector 360 client.

Install TrialDirector 360 Client

Minimum System Requirements are as follows:

  • OS - Microsoft Windows 10 64-bit

  • CPU - Quad-Core Processor

  • System RA - 8 GB

  • Disk space - 256 GB

  • Graphics card - 1 GB dedicated memory

You cannot install TrialDirector 360 on a Oracle VM VirtualBox.

To install the TrialDirector 360client:

  1. After the TrialDirector 360 installation package is finished downloading, locate the TrialDirector 360 installation package and double click on the file.

    The TrialDirector 360 Installation wizard displays.

  2. Click Next to continue.

    The Select Installation Folder page of the wizard displays. The default installation path is C:\Program Files\Ipro Tech\Desktop\. We recommend that you install TrialDirector 360 to the default installation location. TrialDirector 360 must be installed to a local (fixed disk) path. It cannot be installed to a network location.

    Note: If you want to install to a different local path, click the Browse button to browse to the folder where you want TrialDirector 360 installed or enter a valid path in the Folder field. It does not matter where the previous version of the application was installed. Therefore, it is not necessary to install to the same location as the previous version.

  3. The Ready to Install page of the wizard displays. Click Install.

    The installation process begins. TrialDirector 360 is installed in the location indicated on the Select Installation Folder page of the wizard.

  4. When the update and deployment process is complete, the final page of the wizard displays. Click Finish to exit the wizard.

 

Related Topics

Overview: Install, Update, or Upgrade TrialDirector 360 or discovery ][ Local