Version Manager
Use the Version Manager tool in Encompass360 Admin Tools to manage how and when Encompass360 updates are applied to your Encompass Server. Here you can specify the amount of time before the update will start, and send an announcement to all currently logged in users to notify them of the update before it starts.
If your company uses hosted server software with the Encompass360 SmartClient software running on local computers, refer to Version Manager for Smart Client.
Update Types
There are two kinds of Encompass server updates- installing a major upgrade or installing a server update:
- Major upgrade: Major upgrades (for example, upgrading to Encompass360 8.0) introduce significant new features and enhancements. Your current version of Encompass360 is completely uninstalled, and then the new upgraded version of Encompass360 is downloaded and applied to your Encompass360 server. Your users’ computers are upgraded when they log in to the newly updated Encompass360 server.
- Server update: Server updates (for example, updating to Encompass360 8.0.x) are smaller updates that do not require a completely new installation of Encompass360. Instead, a group of new or updated files is copied to the Encompass360 server. Your users’ computers are upgraded when they log in to the newly updated Encompass360 server.
To Install Major Upgrades:
- On your Windows task bar, click the Start menu or Start icon, navigate to the Ellie Mae Encompass360 program folder, and then click Admin Tools.
- Double-click Version Manager.
- If you are prompted
to log in to the server, type the User ID, Password, and Server that you
use to log in to Encompass360 as the admin user.
- If an upgrade is listed in the Major Upgrade Management section (on the Server Major Updates tab), click Release Notes to review the features and enhancements.
Notify your users about the major upgrade.
Before the server upgrade begins, all client users must be logged out of Encompass360. The upgrade program will do this automatically, but any unsaved data will be lost. It is advisable to notify your users well in advance of beginning the upgrade, so they have time to save their data and log out of Encompass360.
Encompass360 provides tools to notify users of impending upgrades, log users out of Encompass360, and prevent users from logging in during upgrades. Some recommendations are provided below. For more information about these tools, refer to the Encompass360 online help.
- Notice to All Users - Use the All User Information tool to send an email to all Encompass360 users in advance of the scheduled upgrade. (From the Encompass Settings screen, select System Administration and then All User Information).
- Disable Logins – Before starting the upgrade, use the Current Logins tool to stop users from logging in. (From the Encompass Settings screen, select System Administration and then Current Logins).
- Notice to Logged In Users – Use the Current Logins tool to send an email or broadcast message to logged-in users just prior to starting the upgrade. Instruct users to save their work and log out of Encompass360.
- Log Users Out of Encompass360 – Before starting the upgrade, use the Current Logins tool to log any remaining users out of Encompass360. Each user receives a message informing them that they have been logged out.
- Click Upgrade Now to begin the upgrade.
- The Encompass360 Download Manager window displays the progress of the download.
- When a message asks you to stop the Encompass Server service and log off all users to complete the update, click Yes.
- When the download is complete, click OK to close the Admin Tools and continue the installation.
- The Encompass360 Update Wizard opens. Close all Windows applications and click Next.
- Follow the on-screen instructions in the Update Wizard to complete the installation. Refer to the Upgrading Encompass360 document for additional instructions.
To Manage Server Updates:
- On your Windows task bar, click the Start menu or Start icon, navigate to the Ellie Mae Encompass360 program folder, and then click Admin Tools.
- Double-click Version Manager.
- If you are prompted
to log in to the server, type the User ID, Password, and Server that you
use to log in to Encompass360 as the admin user.
- If an update is listed in the Server Update Management section (on the Server Major Updates tab) , click to select it.
- Click Install Updates.
- On the Version Management Notification window, enter the number of minutes and seconds before the server update will start.
- Enter the announcement to display to all logged in users to notify them of the update.
- Click Install Updates.
- A message window displaying your announcement displays to all logged in Encompass360 users.
- When it is time for the install to start (based on the start time you set), Encompass360 waits 30 additional seconds and then automatically logs out all users.
- Once all users are logged out, the update starts. All users are locked out of Encompass360 until the update is complete and the server is restarted.
See Also
System Requirements for Encompass360
Encompass360 Capacity Planning Guide