This process is for on premise installations of Windward System Five. If you are a System Five on Cloud customer contact customer care to schedule an update.
Before doing any update, we recommend that you perform a backup of both your data files and your bin files first. To understand how to backup your data and what files are needed to be backed up, please review the following backup article
To perform an update to Windward System Five:
1: Log into Windward System Five on your server and choose the top menu item “Utilities” and then choose the FTP update option:
2: The system will automatically choose the fastest connection for the FTP update. Normally, passive FTP is enabled by default, but if you are experiencing issues connecting through firewalls, etc., un-check passive. Click the “Download” button to continue.
3: You will be prompted to choose which version you would like to update to. The current released version is 6.2.2.x and we would recommend that you update to this version unless instructed to do otherwise. We also recommend that users who are running versions of System Five prior to 6.1.2.x must perform first a training upgrade.Read more about Upgrade vs Update
4: Click on the field to enter in your e-mail address so that we can note who has updated. Click the “Next” button to continue.
5: Version information of available updates will be displayed. The system will automatically choose the options which it needs to be updated. You can manually override the system by checking or un-checking the different components. Click the “Next” button to continue.
6: As the update is being downloaded, you will be informed of the download progress via the status bars. When completed, click the “Next” button to continue.
7: Once the update is finished downloading, you will be prompted with a message to ensure that everyone is logged out of the system. Typically, we have the users logged out of the system before we begin the update process, but if download speeds are slow, then all users can continue to work in System Five until this point. Click “Yes” to continue to apply the updates.
8: If the update completed successfully, You will be notified with the following dialog. Click “OK” to continue.
9: Once completed, click the “Finish” button and re-start Windward System Five or Windward Payroll.
10: To check your program version after an update, do the following.