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The steps you need to take are unique to your NaviPlan Central configuration.
| Your configuration |
Your next steps |
| Online only |
- No action required. After the update, login with your same username and password.
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Offline software installed on your computer (data check-in/check-out)
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- Before the outage, check-in all client files.
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Update your offline software: Visit http://support.eisi.com/naviplan, click on the Update link, and follow the installation instructions.
Note: You cannot check-in/check-out client files until the offline update is complete.
- Once your offline software is in sync with the online version, continue working as usual.
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| Frequently Asked Questions – Data Check-In/Check-Out |
Working with NaviPlan in Disconnected Mode
Q. What if I need to access a certain client file with my offline software (disconnected mode) while the online site is being upgraded?
A. Plan for the outage by checking in all client files. The online site cannot be
accessed during the outage; you will not be able to check-in or check-out plans. The outage is timed to occur in the late evening and should take no longer than eight hours, so as not to disrupt your regular working schedule. To resume checking plans in and out of NaviPlan Central, you will need to upgrade your offline software.
Partially-completed plans
Q. I have partially-completed plans that are currently checked-out of the NaviPlan Central database. How will the update affect them?
A. Once you have updated the offline software on your computer, plans will be migrated to the most recent version and you will be able to open them and continue working. No data will be lost. New functionality available in the most recent version will now be available withint these plans and you may use these new features in your analysis and projections. Please note that it is possible for some of the resulting numbers to change because of the changes to the software.
Checked-out plans
Q. When a client file is checked out, the file is locked and cannot be edited by another individual until the file is checked-in. Will the new version break any of these locks or release client files?
A. No. Any client files that are checked-out will remain locked until the files are either checked-in or an administrator releases the lock and reverts back to the NaviPlan Central database copy of the file.
Q. Do my client files need to be individually updated?
A. Yes. The first time you open client files using either NaviPlan Central or your updated NaviPlan Offline software, you will be prompted to manually update them. It’s as simple as clicking as button; NaviPlan does the rest.
If you would like to talk to someone regarding this planned outage and software update, please contact a Technical Support Specialist: (888) 692-3474, option 4.
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