How to Install a Power Broker Version 3 Upgrade


Attention: 
This upgrade is for
VERSION 3 USERS ONLY.
If you are on Version 4,
do NOT apply this upgrade.

  Everyone has to be out of Power Broker when doing your upgrade.

1) Run a complete backup of your \BRO directory
Reasons why you should backup
An alternative backup method -  Click here


2) Run steps 1, 2,3 and 4 in your Power Broker PBMech Utility.
Click here for further PBMech Utility details and installation instructions. 

3) If you received a key file in an email from our office, save the key file to your \BRO folder on your server. If you are not renewing and you do not have a key file, and only wish to upgrade Power Broker, please skip the key portion of these instructions and proceed to the next step.  Instructions on how to find your \BRO directory are located on the right hand side of this document.

4) Download and save setup.exe file to your computer
(Usually MyDocuments)
Click here to download setup.exe

5) When you open setup.exe file, it will say:
NOTE:  In these instructions, the screen capture says 'Build 28'.  This is just a screen capture and not the real version.  The build that you are upgrading too will obviously be a higher number ( 29, 30, 31, 32 ect...)



Click Next. On the next screen, you must make sure that you 'BROWSE' to the \BRO folder on your 'SERVER'.



Click OK, and then click yes.



This should bring you back to the BROWSE BUTTON, and you should have your server's drive, plus your \BRO folder displayed next to the BROWSE button.

6) Run the installation.
7) Click Finish

Determining what method you use...
 
  Are you on this method...?
Approximately 80% of all offices have the standard setup that has Power Broker located on the server, and an icon on their desktop that points to a mapped drive (An example would be T:\BRO).
If you have this setup, then double click your Power Broker icon and proceed to step 7.


Or are you on this one...?
The other 20% is using a system that's called "Running on a Large LAN" that has 27 files located at each workstation. If you are using the LAN method, then walk over to your server and open Power Broker from there, or go to 'Start' and then 'Run' from a workstation and type in the mapped drive of where Power Broker can be found and include the BROW.EXE executable and proceed to step 7.
 
 











Click here for screen captures on Start, Run option.


If you use the "Running on a Large LAN" setup, then please click here and print the following instructions.
   

8)  With either setup method, once you launch Power Broker, an automatic Data Conversion and then a Pack and Re-Index should start automatically.

Once completed, a request to print off the enhancement listings appears.  The next is the log in screen.

9) Type in your password and hit 'Return' on your keyboard.

"Running on a Large LAN" offices should exit Power Broker at this stage and follow through with the rest of the Running on a Large LAN instructions.

At the very top left of your screen, you should see the Power Broker build number that you just installed. If it still has the same build number as you had been using before, then you made a mistake and should call our office.

Should you receive a black box error number 36 or 202, click with your mouse into the screen and the pack and re-index will continue. Once the pack and re-index is completed, you and your office will be able to log in to Power Broker and continue working. Please call our office about these two 'middle severity' errors as soon as possible.

Should you receive a black box error 12, or 41 or any other error, call our office right away. Power Broker will not work properly until this is resolved.

Click here to download setup.exe

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Reasons why you should backup and an alternative backup method - A must read!

It's tremendously important to backup your \BRO folder on your server to an external hard drive or some other form of backup device.  It's even more important to have someone verify that your data is actually being backed up and that the software that's doing the backup can actually restore files when needed.

Backing up your Power Broker directory can save you months of
re-entering your customers, policies, transactions, and all of your table setup should the worst case scenario happen.

Before you download and apply this upgrade, you need to be 100% sure that your backup is working correctly and that your backup has been recently checked for it's restore capabilities.  If your not exactly sure, you should download and install Winzip and then have the option of Winziping your entire \BRO folder to a zip file that will condense and save a copy of Power Broker before you apply your upgrade.  This will ensure that should something go wrong, you have a clean copy of Power Broker before it was upgraded and/or changed during the upgrade procedure.

Some brokers say "Yes, we do backups every night so I'm ok!" 

This is usually nine times out of ten a true statement, but for the few that have had to access their backups because of a bad sector on their hard drive, power outages, or locked files from people still in a terminal server connection that damaged a database, or for any other reason, that having a temporary backup BRO.zip file is the safety parachute that one hopes that they never need to use but is there in case you need it.

If you are a local tech applying this Power Broker upgrade, please confirm with the customer that it's ok to take the time to do an alternative winzip backup of the \BRO directory before applying this upgrade.

If you are a customer that does your own upgrades, then please go to www.power-broker.com/links.htm and download and install the most recent version of Winzip and zip your entire \BRO directory into a file such as c:\backupbro\broMay142005.zip as an example.

Thank you.

 

  Question:
May I skip from an older version to the newer version (Build 28 to 31 as an example)?

Answer:
Yes you may!  The Newest setup file that you download will include all previous upgrades so if you miss a few builds, you just play catch up at anytime.



How to find your \BRO directory

Right click over your Power Broker icon, left click on Properties and then click on the Shortcut Key.




By having a C:\bro target line, this indicates that you are either sitting at the server, or your a single user office or that your office uses the "Running on a Large LAN setup".


By having a T:\bro or any other letter of the alphabet would mean that you are sitting at a workstation, and that you have the standard setup for most Power Broker offices that uses a mapped drive to the server.





Quick Instructions:

Save your key.app file to the \BRO directory on your server.

Download and save the setup.exe file to your computer. 

Run the setup.exe once downloaded and 'BROWSE' to your server's \BRO directory and proceed.

If you use the "Running on a Large LAN" setup, then please click here and print the following instructions.