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IMPORTANT

Prior to upgrading

  • Do not uninstall your previous version of Signature Agent before upgrading as data from the original installation is used. The previous version can be uninstalled after upgrading.
  • Document any additional CDC Configuration triggers that have been enabled as these may be disabled after upgrading.

Upgrading Signature Agent

  1. Right-click Signature Agent 2.x.x.exe and select Run as administrator.
  2. If prompted with the User Account Control window, select Yes to allow the program to make changes to the computer.
  3. On the Welcome to the Signature Agent Setup Wizard window, select Next.
  4. On the End-User License Agreement window, review and accept the terms of the license agreement, and then select Next.
  5. On the Select Installation Folder window, accept the default installation location C:\Program Files (x86)\Signature\Signature Agent or use the Browse button to select a different installation location, and then select Next.
  6. On the Ready to Install window, select Install.
  7. On the Completing the Signature Agent Setup Wizard window, select Finish.

If the standard event trigger and Advanced Comm trigger emails are not reflecting the correct time, this can fix this by launching Signature. Then go to Microsoft Dynamics GP > Tools > Settings > Service Management > Module Setup > Setup Options. In the Setup Options window, click OK.

This is happening because the appointmentview relies on the K2ACDC.setupoption record to exist in the K2ACDC.setupoption table. This table contains the Time Zone View setting so if the record is not there, it reverts to TZV=False. By performing the step above of launching the Setup Option window and clicking OK creates a record in the table and then the email times will be reflected accurately.

After Completing the Upgrade Steps

Uninstall the Previous Version of Signature Agent

When upgrading to Signature Agent 2.4.x from a previous version, you will need to uninstall the previous version using Windows Add/Remove Programs.

Uninstall/Install Service in Signature Agent

In Signature Agent, you will need to uninstall and then reinstall the service for each company. 

  1. Launch Signature Agent Configuration.

  2. From the button bar, select Uninstall Service.
  3. Select OK in the Success pop-up window.
  4. Select Install Service.
  5. Select OK in the Success pop-up window.

Verify Trigger Status

  1. In Signature Agent, on the Home tab, expand each company.
  2. Select either Event Triggers or Advanced Comm Triggers to view the triggers.
  3. Verify that the triggers that were enabled prior to upgrading are still enabled.
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