CFR Assistant Upgrade

CFR Assistant Upgrade

USER BULLETIN No. 199

March 2014

Tel No: 01992 555713

email :

Included in this Bulletin:

This upgrade must be completed BEFORE importing the year end figures from RM Finance.

RM CFR Assistant Upgrade 2.0page 2

All Users – Backing Up the Datafilespage 2

All Users – Check Which PC to Upgradepage 3

Upgrade for Standalonepage 3

Upgrade for Master Machinespage 5

Upgrade for Serverspage 5

Financial Systems Helpline

Tel No: 01992 555713

email :

Herts for Learning

01438 845111

RM CFR Assistant Upgrade2.00

It has become necessary to upgrade RM CFR Assistant. The new version includes new validation rules and a federation flag.

This upgrade must be completed BEFORE importing the year end figures from RM Finance and BEFORE generating the RM CFR Assistant export.

With all upgrades it is important to make sure that you have administrative permissions in order to be able to successfully load software.

The upgrade is a complete installation.

All Users – Backing Up the Datafiles Before the Upgrade

Before you begin the process please make sure you have backed up the datafiles. The back up can be placed on a flash drive for instance.

Find the CFR Assistant Icon

Double click the icon

Do not log in

The bottom of the log in screen will show you where the datafiles are held.

Please make a note of the path.

In the example above the back-ups are held on the C drive

C:\Program Files\RM Management Solutions\RM CFR Assistant

You may find that in your school they are in the K drive

K:\RM CFR Assistant

They could also be foundunder other paths.

Go to My Computer and navigate to the path where your datafiles are held.

There are two files to copy

CFRData.df1 and CFRData.def

Right click the first file and hold Ctrl down on your keyboard and select the other file. Both should be highlighted.

Hover over the selection, right click and select copy.

Select the media to where you wish to save the files and right click and paste.

All Users – Check which machine to complete the upgrade on.

It is important to complete the upgrade on the correct machine.

To establishwhere the upgrade should be completed double click on the CFR Icon

Do not log in.

The file path is C:\Program Files\RM Management Solutions

This indicates that the machine is a Standalone Machine. Please refer to Section 1

If the path of the log in screens show

K:\RM CFR Assistant or K:\RM Finance

You may have a Master Machine or there may be a Server.

If you are unsure whether you have a master machine or server, please check with your technician..
If you believe that there is a master machine, please refer to section 2.
If you believe that there is a server, please refer to section 3.
Most office machines have been upgraded from Windows XP and it is no longer possible to tell whether you are on the master machine using the method described below.

If the PC is a master machine you will see the icon in front of RM Management Solutions folder.

This indicates that the folder is shared and also indicates that it is the master machine.

It is crucial that the program is loaded on the correct machine.

1 - Upgrade Instructions - Standalone PC

Download the Software

There is a zipped file named CFRAssistant200 on the grid

Before downloading the zipped file please create a foldercalled Upgrades, this could be placed in the C Drive or on the desktop of your PC.

Click on the zipped file and choose Save or right click and choose Save Target As.

Save the download to the folder above.

It will look similar to this picture

Remove the Old Program

You must have administrative permissions to proceed.

The first step is to remove the old RM CFR Assistant.

Navigate to the Control Panel

Click on Add/Remove programs

The Add/Remove feature may be located under

Programs

Programs and Features

OR directly under

Program and Features

Highlight the program

Click on Remove

The program will be removed after a short time.

New Version of RM CFR Assistant

Navigate to the folder where the self extracting zip is located.

Double click on the download.

The installer will self extract

Accept the terms and click on Next

The customer information will show

Your schools information

Make sure the radio spot is next to

Anyone who uses…..

Click Next

Select Complete and then Next

Click on Install

Click on Finish

User Name is Admin

Password is Keys

You may be re-directed to the RM Education web page. You may close this screen.

Click on Yes to the message and OK to the next.

To check that the system has upgraded click on Help and System Information

The system information will show Version 2.00.00 at the top.

Click on Close

Please now refer to the Year End Bulletin198 for what to do next.

2 - Upgrade Instructions - Master Machine

This is similar to the standalone instruction above however you will need to be on the Master Machine to perform the upgrade.

Once you have found the master machine please refer back to Section 1.Follow the same instructions to complete the upgrade on the Master Machine.

You must have administrative permissions to proceed.

3 – Upgrade for Servers

It is important to make sure that you are logged onto the server using the password with administrator permissions.

If your server is fully supported by Schools IT Support Service, they will complete the upgrade on your behalf

Please contact the SITSS Support helpdesk.

If you do not have the administrator password, you will need to contact your IT support service for the password, before attempting this upgrade or ask your IT support service to perform the Upgrade.

Download the zipped upgrade file.

Before downloading the zipped file please create a foldercalled Upgrades, this could be placed in the C Drive or on the desktop of the Computer.

Click on the zipped file and choose Save or right click and choose Save Target As.

Save the download to the above folder.

A school server is likely to hold the RM programs on the D Drive in a finance root.

Your Finance Root may be on another drive. If this is the case please follow the instructions using your own server drive information.

To check this navigate to D:\ Finance Root. You will see RM Finance, RM CFR Assistant and Safe Back Up under this folder.

Open the Upgrades 2013 folder.

Double click the file.

The installer will self extract.

You will see the Wizard

Click on Next

Accept the Terms and Conditions

The Customer information will show

Your schools information

Make sure the Radio spot is next to

Anyone who uses……..

Select Custom

Select Next

Click on Change

In the Folder Name box

Replace C:\Program Files\RM Management Solutions

With D:\Finance Root

Click on OK

Your Custom Setup screen will look the same as the picture above.

Click on Next

Click on Install (this may take a few moments)

Click on Finish

Log onto the slave machine

User Name is Admin

Password is Keys

You will be re-directed to the RM Education web page. You may close this screen.

Click on Yes to the message and OK to the next.

To check that the system has upgraded click on Help and System Information

The system information will show Version 2.00.00 at the top.

Click on Close

Please now refer to the Year End Bulletin for what to do next.

If you are unsure of any of the above procedures please contact the

Helpline  01992 555713

email  :