Running the Version Update

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1.Locate and run PerfectFormsSetup.exe. Click Next.

 

Welcome Screen

 

 

2.Enter the Product License Key. Click Next.

Note: The Enable rebranding check box is disabled during a version update. If you chose to re-brand when you initially installed your On-Premise version, your previous logo and customization settings will be retained following the version update. For more information, see Removing the PerfectForms™ Logo.


 

License Key Screen

 

 

3.You will now be required to select an activation method for your license key.

When installing PerfectForms™ On-Premise, unless you are installing a trial version, the license key must be activated in order for the installation to function correctly. You can initiate the activation either automatically if you have an Internet connection or manually. The manual method is used in secure environments where the server does not have Internet access. It requires that you enter a code on the page at http://app.perfectforms.com/activation. For more information on the manual method please see the Running the Installation topic.

The easiest method is to select Automatic activation, which requires that you are connected to the Internet. Choose the Automatic activation option then click Next.

Activation (Automatic) Screen

 

 

4.Enter your SQL server name and login credentials. Click the Test the database connection button to ensure that you have entered the correct details. Click Next.

IMPORTANT: Installation user requires 'sysadmin' role and SQL authentication. You must have full administrative privileges to the SQL Server Instance for installation or update of PerfectForms™. See the Server Side Requirements section for additional detail on Installation and Runtime users and what happens if you do not have the necessary administrative privileges.


 

Database Server Screen

 

 

5.You are now ready to complete the version update. Click Next.

Completing the Installation Screen 1

 

 

6.When the update is complete, the following screen is displayed. Click Finish.

Completing the Installation Screen (2)

Updated: 06/12/2011  Page url: http://www.perfectforms.com/Documentation/manual/html/?fg_running_the_version_update.htm
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