Upgrading»Upgrading

Upgrading

Upgrading

If you have been using 2.0 version of NRGship FedEx for FileMaker and have integrated your FileMaker order management, CRM or invoicing solution you will want to review the appropriate pages before upgrading to your new files.

To upgrade and maintain your account settings and shipping history, follow these instructions:

Step 1 of 3: PREPARING FOR UPGRADE

  • Move the four existing FedEx files off FM Server to a workstation (if hosted) to a folder on your desktop
  • Make a backup of the 4 FedEx files
DO NOT REPLACE THE FILES IN THE EXISTING NRGship FedEx Pro FOLDER as this will overwrite your preferences and data!

Step 2 of 3: UPGRADING

NOTE: Any modifications to the NRGship files, including layout and user script modifications will NOT be brought over into your upgraded files. You will need make these changes after upgrading!

NOTE: If your files were hosted using Encryption at Rest (EAR) you will be prompted to enter your encryption password for each table that imports - approximately 20 times total

From FileMaker Pro 11 to FileMaker Pro 12 and above

  • Open up the existing NRGship FedEx Pro folder
  • Drop convert your existing v11 files to v12 by dragging all four NRGship files onto the FileMaker Pro 12+ application icon using default conversion options
  • Follow FileMaker Pro 12+ instuctions below

FileMaker Pro 12 and above

  • Open up the existing NRGship FedEx Pro folder
  • Locate NRGship FedEx Pro Prefs.fmp12 and rename to NRGship FedEx Pro Prefs.bak.fmp12
  • Locate NRGship FedEx Pro Data.fmp12 and rename to NRGship FedEx Pro Data.bak.fmp12
  • Now it's safe to copy the 4 new files from the desktop folder to the new NRGship FedEx Pro folder. Mac OS or Windows will ask you if it's OK to replace 2 of the files. Replace.
  • Open the new NRGship FedEx Pro file and it will ask if you'd like to update from backup data. Press the OK button to continue.
  • If your files were hosted, put the new files back on your server via the Upload To Server... menu option to ensure proper file permissions
  • Once you have completed the upgrade you should keep a copy of the original files on your desktop until verify proper operation

FileMaker FileMaker Pro 11 or below

  • Open up the existing NRGship FedEx Pro folder
  • Locate NRGship FedEx Pro Prefs.fp7 and rename to NRGship FedEx Pro Prefs.bak.fp7
  • Locate NRGship FedEx Pro Data.fp7 and rename to NRGship FedEx Pro Data.bak.fp7
  • Now it's safe to copy the 4 new files from the desktop folder to the NRGship FedEx Pro folder. Mac OS or Windows will ask you if it's OK to replace 2 of the files. Replace.
  • Open the new NRGship FedEx Pro file and it will ask if you'd like to update from backup data. Press the OK button to continue.
  • If your files were hosted, put the new files back on your server and double-check for proper file permissions
  • Once you have completed the upgrade you should keep a copy of the original files on your desktop until verify proper operation

If you accidentially cancel the auto update you can manually upgrade from Preferences

  • Open NRGship FedEx Pro File and go to the Developer tab in Preferences
  • Select 2.0 "Prefs" Import button button. It will import your original preferences.
  • Select the 2.0 "Data" Import button button. It will import your shipping history.
  • The update should now be complete.
  • You can delete the .bak files you created, but make sure you have your backup.

Step 3 of 3: Update Plugins - Mac and Windows Legacy FileMaker Users

  • Plugin installers are required for FileMaker v11 use.
  • Completely close out of FileMaker on your workstation before updating plugins.
  • Download Latest Plugins

Note: Customization

  • Be sure to copy back in any scripts that were added, specifically the content of your "user post-ship script"