Overview

This document outlines the steps needed to upgrade an existing Access It! system to an Access It! v9 system. The upgrade process requires that a backup of the Access It! databases be performed prior to any upgrade.

This document applies to:

• Access It! v5
• Access It! v6
• Access It! v7
• Access It! v8

Upgrade Precautions

• Legacy 2G Hardware using the 2G protocol is not supported due to 64-bit incompatibility
• Legacy biometrics is not supported due to 64-bit incompatibility
• Legacy barfont.dll is not supported due to 64-bit incompatibility
• Legacy GetRecordSet COM call is not supported due to 64-bit incompatibility
• HID pivCLASS 5.21 (or newer) is required on version 9.0
• After the upgrade is performed, all SCP panels will be set as Uninstalled. This is done so that the dealer may install the SCPs one at a time allowing for a controlled system-wide reset. While uninstalled, the Access It! service will continue to process all panel events. Any database updates made while uninstalled will be processed after the panel completes the firmware download and reset. Details on what panels will be disabled can be found in this SCP Automatically Uninstalled article.
• Due to User Permission enhancements, it may be required that User Group properties be updated.
• Legacy Biometric integrations require the biometric type to be redefined within the SCP screen. See device specific KB articles for configuration information.
• Regional Server installations must use the Database Configuration Utility and drop all SQL replication Publications and Subscriptions. These should be rebuilt after upgrading.
• Bosch G, GV2 and GV3 v8.05 intrusion detection panels are no longer supported. Bosch panels should be updated to Bosch GV3 v8.13 or greater.
• If utilizing the Access It! API a the upgraded software must utilize HTTPS traffic
• ASSA ABLOY no longer supports SQL Server 2008 R2. If using this version of SQL Server, it must be upgraded prior to installing.
• ASSA ABLOY integration licensing will need to re-licensed.
  Submitting and updating ASSA ABLOY integration licensing
• If using LP panels in Legacy Mode the channels will need to be disabled prior to upgrading. Once disabled, the LP panel will need to be set back to normal operating mode and changed from an EP to a LP panel within the SCP properties. 
  See KB article "LP Series Legacy Mode" for additional details.

Pre-Installation

The following steps should be completed on the Server machine (computer with license attached).

1. If upgrading from a version prior to 5.x, make note of Badge Type designs as they may need to be adjusted after the upgrade
2. If upgrading from a version prior to 5.x, make note of any custom designed reports as they may need to be adjusted after the upgrade
3. Exit all Access It! workstations
4. Within Windows, open the control panel
5. Select System and Security
6. Select Administrative Tools
7. Select Computer Management
8. Expand Services and Applications
9. Select Services
10. Right click on the Access It! service
11. Select Properties
12. Click the Stop button, if the Access It! service is currently running
13. Select the Log On tab
14. If the service is not configured to run as local system, make note of how the Log on as: is configured
    If configured to use ‘This account:’, the exact Username and Password will be needed in the Post Installation.
    This account:________________________________________                                                                          
    Password:___________________________________________                                                                                      
15. Using the Backup Utility, perform a backup of the system.
    How to use the Backup Utility!

Installation

The following steps should be completed on the Server machine (computer with license attached).

1. Install Access It! v9 over the existing Access It! installation on the computer with the license attached
2. Click the Finish button within the Access It! InstallShield form

Post Installation

The following steps can now be completed on either the Server or Client machines.

1. Log into Access It!
2. Select the File tab from the top left of the window
3. Select Licensing...
4. Select the Access It! server from the dropdown menu
5. Enter, (or copy/paste), the System ID received upon purchase
6. Click the Auto-Update License button
7. Click OK
8. Click Close
9. Restart the Access It! service
10. Within Windows, open the control panel
11. Select System and Security
12. Select Administrative Tools
13. Select Computer Management
14. Expand Services and Applications
15. Select Services
16. Right Click on the Access It! Universal service
17. Select Properties
18. Setup the Access It! service to match the old Access It! service
    From Pre- Installation – Step 11.
19. Start the Access It! service
20. Launch the Access It! workstation
21. For any panel uninstalled, re-install each SCP by editing the SCP, enabling the Device Installed checkbox, and clicking save
    Access It! will automatically upload any stored transactions and then reset the SCP and download new firmware. During this time, any readers installed under an EP/LP/MP will continue to function as normal. Readers installed under legacy panels will revert to their offline mode which by default is Facility Code. After the firmware has been successfully updated, the SCP will reset and begin downloading the system information and cards data resulting in some cards not functioning for up to 5 minutes or so.
22. If upgrading from a version prior to 5.x, review Badge Type designs and adjust as needed
23. If upgrading from a version prior to 5.x, review custom reports and adjust as needed
24. Install Access It! v9 over the existing installations on client workstations using Client Only Installation or stream the client install to clients via the Client Installation and Upgrading article

Rollback Access It!

The following steps should be completed on the Server machine (computer with license attached) in the event that a system rollback is required.

Upgrade from v8

1. Uninstall Access It! v9
2. Install the original Access It! version
3. Restore Access It! database from Step 15 of Pre-installation by Performing A Restore on Access It!.

Upgrade from v7

1. Uninstall Access It! v9
2. Install the original Access It! version
3. Restore Access It! database from Step 15 of Pre-installation by Performing A Restore on Access It!.

Upgrade from v6

1. Uninstall Access It! v9
2. Install the original Access It! version
3. Restore Access It! database from Step 15 of Pre-installation by Performing A Restore on Access It!.

Upgrade from v5

1. Uninstall Access It! v9
2. Delete AIUniversal.UDL
   The UDL file is located in the 'C:\ProgramData\RS2 Technologies, LLC\Access It! Universal' directory.
3. Install the original Access It! version
4. Restore Access It! database from Step 15 of Pre-installation by Performing A Restore on Access It!.