Workflow: Upgrade discovery ][ Local

Applies To: Upgrading Local from a previous version. If this is the first time you are installing Local, see Workflow: Install discovery ][ Local. If you currently own a subscription to TrialDirector 360, and would like to upgrade to the full Local suite, see Workflow: Upgrade from TrialDirector 360 to discovery ][ Local.

In this article

Review the Prerequisites

Upgrade from Within the App

Upgrade from the Web Portal

Related Topics

 

This article contains high-level procedures involved with upgrading to the latest version of Local. 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 you can take to upgrade the application using either method.

For Upgrades:

  • During the upgrade process, the existing Local application files are automatically removed. It is not necessary to remove any existing Local deployments prior to upgrading.

  • Any existing Local cases are automatically preserved and will be accessible once the upgrade process is complete.

  • It will take several minutes to complete the upgrade 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 upgrade Local, 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 Local 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 Local, 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, as the installer requires Administrator access to deploy. If necessary, input your Administrator credentials. Click Yes to continue the deployment.

  6. The Local 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. The default installation path is C:\Program Files\Ipro Tech\Desktop\. Ensure the installation path points to the local folder on your machine where you would like to install Local. If you would like to install to a different local path, click the Browse button to browse to the needed folder or enter a valid path in the Folder field. Then click Next to proceed to the final step of the wizard.

    Note: 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. Once the valid (or default) installation path is set, click Next to continue.

  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.

Upgrade from the Web Portal

To upgrade Local from the Web Portal, follow the instructions below:

Log in to the Local Web Portal

  1. Visit solutions.iprotech.com to access the Local Web Portal.
  2. Using your credentials, log in to the Web Portal.

Download the Local Client

To download the Local client, follow the steps below:

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

  2. Disable your pop-up blocker.

  3. Once your pop-up blocker is disabled, click the Download Clients button.

    The Local 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 Local Web Portal URL.

Proceed to the next step, installing the Local client.

Install the Local Client

To install the Local client:

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

    The Local installation wizard displays. Wait for the wizard to finish loading, then click Next.

  2. If prompted, accept the terms of the End-User License Agreement by selecting the top option. Click Next to proceed to the next step.

  3. The Select Installation Folder page of the wizard displays. The default installation path is C:\Program Files\Ipro Tech\Desktop\. Ensure the installation path points to the local folder on your machine where you would like to install Local. If you would like to install to a different local path, click the Browse button to browse to the needed folder or enter a valid path in the Folder field. Then click Next to proceed to the final step of the wizard.

    Note: 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. Once the valid (or default) installation path is set, click Next to continue.

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

  5. When the upgrade 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