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Current Version: DVMAX v8.8

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Info
titlePre-Install Checklist

We have implemented a new 4D Write Pro Word Processing module so that the DVMAX Client application could be supported on 64-bit operating systems. With this upgrade, there are a few steps you must take PRIOR to performing the steps below.

  1. Verify that all of your workstations run on a 64-bit operating systems. DVMAX Client will no longer run on a 32-bit operating system.
  2. Save any logos or pictures pasted into your word processing documents; these pictures may not convert during the upgrade process.
  3. Make note of any word processing documents you will be using shortly after upgrade. You will want to review these after the upgrade to make sure there are no formatting edits necessary.
  4. If you are using our Integrated Credit Card processing feature, please verify that you are using EMV compliant devices. You must be EMV compliant before upgrading. Please contact OpenEdge at 1-888-560-0975 if you have questions about compliance.
  5. If you are using our faxing service, please note that support for our faxing service is not available with DVMAX v8.8. Faxing service in all other DVMAX versions ends in June. If you are using our faxing service and have not yet been contacted by your DVMAX Account Manager, please reach out at 800-877-9221 ext 1.

(The full checklist can be found here - Pre-Install Checklist for Upgrading to DVMAX v8.8)

Review System Requirements before proceeding: System Requirements for the Current DVMAX Release

(warning) ((Support for Mac OS 10.10.x-10.11.x and Windows XP/Vista/Windows 7 and 32-bit Windows 10 has ended!) (warning)

(warning) (Support for Macintosh computers manufactured in 2007 or earlier has ended!) (warning)

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Step 9: Set DVMAX Server up as a Service (Windows) or Set DVMAX Server to Open at Login (Macintosh)

We recommend running the DVMAX Server application as a service on Windows servers. Complete documentation on how to configure DVMAX Server as a service can be found in our Running DVMAX Server Application as a Service document.

We recommend setting the DVMAX Server application to open at login on Macintosh servers. Complete documentation on how to configure this setting can be found in our Set DVMAX Server Application to Open at Login document.

Step 10: Upgrade/Update DVMAX Client on Workstations

(warning) There is a new auto-update feature for the DVMAX Client application installed on Macintosh workstations. Due to security configurations at each location, we cannot guarantee the DVMAX client application will auto-update. If you have a Macintosh server, DVMAX Client should auto-update on most Macintosh workstations on which the user is logged in as the Administrator user. If you have a Windows server and/or Windows workstations, the auto-update feature will be available after your v8.8 upgrade. This means versions after v8.8 should auto-update on Windows. 

Macintosh

  • Log into the workstation as the Administrator user
  • Open your existing DVMAX Client application. You will see a message that says the 4D version of the Client application is different from the Server application. Choose the option to update. There will be a slight delay before the application opens as the application runs through the auto-update.
  • You will know the auto-update is successful if the client application opens and loads DVMAX. 
  • If the auto-update fails, please see the Installing DVMAX Client instructions for assistance on removing old versions and installing the current version.

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Step 18: Review v8.8 Resources

Review resources available for DVMAX Anywhere, our new Word Processing module, and the new SmartFlow integration - DVMAX v8.8 Resources


Info

If you will be using DVMAX Anywhere you MUST also follow the steps in this document - 

Configuring Images Folder Path to Save Images Attached Via DVMAX Anywhere 2.0

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