Version Manager for SmartClient

Use the Version Manager tool to manage how and when hot updates (periodic maintenance releases) are applied to your Encompass software. This topic covers Version Manager for companies that are running the hosted Encompass server software with Smart Client installed on local computers. If your company is running the Encompass server software on a server on your network, refer to Version Manager.

By default hot updates are applied automatically to all your Encompass users. You also have the option to manually approve each update before it is applied. If you select the manual option, you can test each update in a test environment prior to applying it to your Encompass system.  

Note: With manual updates, you must open the Version Manager to review and approve new updates as they become available. Otherwise, updates will not be applied.

ClosedOpen Version Manager 

  1. Access each of the end user computers where the Encompass SmartClient application is installed.
  2. On the Windows task bar, click the Start menu or Start icon, navigate to the Ellie Mae Encompass program folder, and then click Admin Tools.
  3. Double-click Version Manager.

ClosedApply Hot Updates Automatically

Note: No further configuration is required. Updates will be automatically installed as they become available.

ClosedApply Hot Updates Manually

  1. In the Hot Update Management section, select the option to apply hot updates manually.
  2. To apply a hot update to all your Encompass users, select a hot update from the list, and then click Approve. 

Apply Hot Updates to a Test Environment

When you select the manual update option, a Test Client ID is automatically generated and displays at the bottom of the screen. The Test client ID allows your company to test the update before applying it to all your users.

ClosedCreate a Test Environment

  1. Download the CreateSCShortcut ZIP file from http://download.elliemae.com/encompass/support/CreateSCShortcut.zip.
  2. Extract the contents of the ZIP file. The process will vary depending on your ZIP application.
  3. In the CreateSCShortcut folder, double-click the CreateSCShortcut.exe program, and click Run.
  4. Type a name for the shortcut,and then click Create to create a desktop icon for your test environment.
  5. Double-click the icon for the test environment, and then click Run.
  6. Enter your Test Client ID in the login dialog, and then click Login to connect to your test environment.

ClosedConfigure Version Manager in Your Test Environment

  1. Log in to your test environment using your Test Client ID.
  2. Open the Version Manager as described in the Open Version Manager procedure above.
  3. Select the automatic or manual options for applying hot updates.
  4. If you selected the manual option, select a hot update, and then click Approve.
  5. To test the update, close the Version Manager, close the Admin Tools, and open your Encompass test environment.