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Table of Contents


Info

Prior to upgrading scheduleSchedule, we recommend that you back up the following tables:

GP System Database

  • K2A_Area
  • K2A_Role – User Roles
  • K2A_RolePermissions – User Roles
  • K2A_Settings – Settings and Configuration
  • K2A_User_Role – User Roles

Company Database

  • K2A_ResourceExtension – Technician Details
  • SV00113 (Vehicles) – Used for Schedule Mapping/Routing

Upgrading the Schedule Prerequisite Files

Prior to upgrading the Key2Act K2A Service Library and application, the Schedule installation may require updated files to be placed on your server.

  1. Right-click KEY2ACTSchedulexclick Schedulex.x.xx.exe and choose Run as Administrator. The Welcome to the Key2Act Schedule Setup Wizard page is displayed.
  2. Choose Next.
  3. On the End-User License Agreement window, review and accept the terms of the license agreement.
  4. Choose Next.
  5. On the Select Installation folder window, accept the default installation location or use the Browse button to select a different installation location for the Schedule web service.
  6. Choose Next.
  7. On the Ready to Install window, choose Install.
  8. On the Completing the Key2Act Schedule Setup Wizard window, the Launch Schedule checkbox is marked by default.

  9. Choose Finish to to launch the Key2Act Schedule Web Installer. The Schedule Web Installer window launches to set up the Key2Act K2A web service and application location.

    Note

    You may be prompted to download and install a required .NET Core 2.2 update found at https://dotnet.microsoft.com/download/thank-you/dotnet-runtime-2.2.0-windows-hosting-bundle-installer. After installing the .NET Core update, you will need to manually open the Schedule Web Installer by going to Start > Signature > Schedule Web Installer to continue with the upgrade process.


...

  1. If you are continuing the installation from the steps above, the Schedule Web Installer window displays  displays to set up the web service.

    Note
    You can manually open this by going to Start > Signature > Schedule Web Installer.


  2. A check is run to verify Microsoft NetCore is installed. If you do not, a message displays indicating that you need to install this. To do so, choose the hyperlink hyperlink .NET Core Windows Server Hosting Bundle from the installation window.

  3. On the Upgrade/Install Key2Act K2A Service Library tab, enter the following information: 

    • SQL Server
    • Admin SQL User
    • Password
    • GP System Database – The database defaults to DYNAMICS, however, you can change this if you have a different name.

  4. Choose Login to display the company/companies and then choose the Company for this Upgrade. This option lets you upgrade multiple companies during one upgrade. 

  5. Choose Upgrade.

  6. Choose OK in the message that displays. 

  7. ***At this time you need to STOP the Key2Act_ServiceLibrary application to STOP the K2A_ServiceLibrary application pool in the IIS Manager before continuing.***

  8. From the Upgrade/Install Key2Act Schedule tab tab, enter the URL for the Key2Act K2A Service Library web service.
  9. Choose Test. The current Service Library version displays in the field if successful.

  10. Choose Upgrade.

  11. A message displays when the installation is complete, choose OK.

  12. Start the KEY2ACTK2A_ServiceLibrary application pool that was previously stopped.

  13. Each Schedule user will need to refresh their browser cache for both the Schedule Board and the Customer Hub tabs. This is done from the keyboard by holding down the CTRL key and then pressing the F5 key once, doing this once for the Schedule Board tab and once for the Customer Hub tab.