How do I update the software to the latest release?

We regularly release software updates to introduce new features and address known or reported bugs. Users are strongly encouraged to install the latest build to make sure they are up to date with bug fixes and can enjoy new features.

Full information on the changes in each release can be found at the Software Release Announcements Blog.

To receive email notifications of updates and other information, subscribe to:

Considerations

    • If you are currently using any software released before 1 January 2012 and want to update to the most current version, please log a support ticket for more information. These versions will require specialist help to update.
    • You do not need to uninstall the old version before upgrading.
    • If done correctly, the upgrade process will preserve your current schedules and configuration. To ensure this, please read and follow each step of the upgrade process below carefully.
    • A restart of the server will be required after the update is completed.
Screenshots shown in this article are for CRD, but the same process also applies to PBRS, SQL-RD & MARS. The screens for these are largely identical.

Prior to Updating

Before updating, you will need to complete the following steps:

Download the most current build

  • In order to obtain the link to the most current build, go to Resources and select Check for Updates.
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Stop the Scheduler

    • Click the blue System bar on the far right side of the screen.
    • Underneath the traffic light image, click the red Stop button
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Perform a backup

  • Go to System and select Backup.
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  • Select the location you want to save the backup to.
  • Click OK.

Ensure all instances of the software are closed

  • Go to File and select Exit.
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  • Right-click on the Windows task bar at the bottom of your screen.
  • Click Task Manager.
  • Click the Details tab
If the Details tab is not displayed, you may have to click More Details at the bottom of the task manager window.
  • Under the Name column, verify that no instances of [software name].exe appear.
e.g. crd.exe, pbrs.exe, mars.exe, sql-rd.exe

If they do, click on them and select End Task in the lower right of the Task Manager window.

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Preparing for the Update

These steps must be completed prior to running the new installer.

Once you have downloaded the latest build/version, perform the following steps:

Unblock the installer

  • Open the folder you downloaded the latest installer.
This is most likely located in your Downloads folder.
  • Highlight and then right-click the installation file.
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  • Click Properties.
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  • On the General tab, click Unblock in the lower right corner.
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If Unblock is not present, the installer is already unblocked.
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Some security features, such as Windows SmartScreen, can block certain files or flag them as potentially unwanted. If the installer is run without being unblocked, the upgrade will not run properly.
  • Click Apply.
  • Click OK.

Beginning the Update

To update the latest build/version, perform the following steps:

  • Right-click the setup file and select Run as Administrator.
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  • Click OK on the Welcome message.
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  • Click Next on the Welcome message.
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  • Carefully read the License Agreement. 

Once you have fully read and understand the License Agreement, click the radio button next to I accept the terms in the license agreement. Then, click Next.

If you do not accept the terms of the license agreement, you will not be able to proceed with the installation.
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  • Now, you will see the Select Destination Folder screen.
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  • If the original installation was done to the default destination folder, click Next.
  • If the original installation was done to another destination folder:
    • Click Change.
    • Browse to the exact same folder where the software is currently installed.
If you do not choose the same folder where the software was installed originally, multiple instances of the software will exist on this machine. This will cause many issues with the remainder of the installation and setup process. Failure to select the exact same folder may also result in you losing your previously saved schedules.
    • Select the folder and click OK.
    • Click Next.
  • You should now see a Ready to Install window detailing the current settings for the installation. These details include the destination folder you chose above, as well as the Disk Space Requirements for the installation.
    • Click Next.
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The Disk Space Requirements will vary from build to build. This is only the amount of disk space that is required for the installation/components of the software.
  • Allow the installation to complete. You do not need to click anything during this process.
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  • When the Setup Wizard Complete screen appears, click Finish.
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  • At this time, you may see a pop-up stating that you will need to restart your server in order to complete the installation. Click OK.
Should you not receive this message (below) you will need to manually restart the server at this time.
system restart-2

Your software is now successfully updated on this machine.