Power Broker 3 to Power Broker 4 Upgrade Instructions
This document is designed for brokers THAT HAVE POWER BROKER ALREADY INSTALLED and would like to upgrade the existing Power Broker 3 version to Power Broker 4. NOTE:  June 18/2008 - BACKUP YOUR DATA please - It's Critical that an alternate method of backing up your data would be to click this link www.power-broker.com/winrar/winrar.exe and install Winrar by clicking Run, Install, Ok, and then Done, close the Winrar Window, and then open Windows Explorer, and right click over your \BRO folder and choose 'ADD TO BRO.RAR'.  Everyone would need to be out of Power Broker to do this. Thank you for choosing Power Broker 4!   Please print (in landscape mode) and follow these instructions carefully without skipping any of the details.  Should after reading this document over, you find that some of the technical references seem to complex, please either contact our office for assistance, or seek the assistance of your existing local technical support representative for networking and hardware issues. Before continuing with your upgrade, one of the first things you would need to check is your DEP settings.  Click on Start, Control Panel, and then System. Click on Advanced, Performance, and then Settings. Click on Data Execution Prevention If your screen looks like this, then close out all of the windows and proceed to the next step called "Preparing For Your Upgrade" If your screen looks like this, then click on Add. Change the 'Look in' folder to the drive of where Power Broker can be found, double click on the BRO folder. Double click on brow.exe. Once your screen looks like this, click 'Apply'. If the computer you are sitting at is the computer that will be using PowerTools and PBNighty for PB4, then please add these two executables the same way.  •  Preparing For Your Upgrade 1)  Ensure that everyone has exited Power Broker when doing your upgrade. 2)  Please ensure that you run a complete backup of your \BRO directory An alternative backup method -  Click here 3)  Open your existing Power Broker Build 32, go to Utilities, Update MS Word Document Structures, and if Power Broker runs through your documents, then returns you to the main Power Broker desktop, then please proceed to the next step.  If you receive an error 36, then this means that you have invalid Word Template names in your table, and they need to be cleaned up before proceeding.  From the main Power Broker desktop, go to Forms, Delete Custom Form Letters, and in the bottom window, find any letter that has a Form Name that may have a space, a symbol, like -,!,@ or other symbols like that.  You can usually use an underscore _ .  Or you may have a document that has more than 8 characters.  Either way, when you find one of these documents, please click on the form, 'Select Form' at the top, then 'Delete Form' until you clean up the bad forms.  Return to Utilities, Update MS Word Document Structures and test again until you do NOT get the error 36. 4)  If your office DOES use Word Integration, it may be a good idea to run this upgrade from a computer that uses Word Integration on a daily basis.  This will ensure that later on, when you run the Word Template procedure, your computer can launch each template document without any hang ups. •  Obtaining A Power Broker 4 Upgrade Setup.exe file If you need more information on how to receive an upgrade to Power Broker 4, please email sales@power-broker.com for further details, please return to the Power Broker homepage (www.power-broker.com) and view the Power Broker 4 Progress updates.  Do NOT use the link provided on the main Power Broker website.  This link is available for customers that are already on the existing PB4 system. •  Finding your Power Broker Software Sitting at a Workstation Please follow these next steps to locate your Power Broker software: Right click over your Power Broker icon, left click on Properties and then left click on the Shortcut Key.  Write down the target line on paper and click the 'OK' button at the bottom of the shortcut window. (In this example, Power Broker is located on J:\BRO.) •  Installing Your Upgrade From Your Computer If a Power Broker representative has emailed you a link to your new Power Broker 4 setup.exe file, and you just happen to be sitting at your computer which is a workstation, you would click on the provided link in the email, and download the setup.exe file to MyDocuments.  Now that we have located Power Broker, begin the installation to PB4 by double clicking the setup.exe file in MyDocuments and point the upgrade to your J:\BRO folder on your server.  (Or whatever drive you have used)  Once the upgrade reaches 100%, a final 'Finish' option will be displayed.  Click Finish. •  Installing Workstation.exe Now that the Setup.exe file has been installed, the upgrade will automatically install Workstation.exe for you.  This file is needed to run Power Broker Version 4.  Just follow through the prompted questions.  •  Launching Power Broker 4 for the first time Once Setup.exe, Microsoft Word Template Update, and Worstation.exe is installed, and if the icon on your desktop points to any other drive other than C:\BRO, double click on your Power Broker icon to begin the automatic data conversion and Pack and Re-index. •  Microsoft Word Template Update Procedure As a final and separate procedure that launches near the end of the upgrade, the upgrade procedure will also upgrade your Word Templates as a second routine.  Should for whatever reason this procedure fail, you can cancel this Word Template update and launch it manually by browsing to your \BRO folder and double clicking on a file called 'msword_update.exe' . •  Power Broker 4 first time launch On your desktop, double click your Power Broker icon.  Type in your password as you did in the past. •  Power Broker 4 WebUpdate to be done immediately after you upgrade to PB4 Since you have received an email, it may be a few days/weeks since you have been issued an update link to upgrade to Power Broker 4, so some things may have already been updated and changed.  To ensure that you are on the latest version, immediately download the updated upgrade.  Click here to download this update (typically 33MGs) •  Running on a Large LAN If your Power Broker icons target line points to C:\BRO, and you know your using the Running on a Large LAN setup, then please BROWSE to the \BRO folder on your server and launch BROW.EXE from there (Such as J:\BRO\BROW.EXE).  If you are NOT on the Running on a Large LAN setup, just double click your Power Broker icon. If you ARE on the Running on a Large LAN setup, then please click here after your data conversion completes: Running on a Large LAN for Power Version 4 Once the data conversion is complete, you can type in your Power Broker password. •  Installing Workstation.exe on ALL workstations Once the data conversion has completed and you have opened Power Broker in it's new version, please repeat this same worstation.exe procedure at 'EVERY' computer that is going to use Power Broker.  You will find this file in your \BRO folder and it's called workstation.exe.  Once installed, double click on your Power Broker icon to ensure that your workstation.exe install was complete.  If you receive a log in screen, then you can feel reassured that everything was successful. •  PBMec no longer - Welcome to POWERTOOLS With the upgrade to Power Broker Version 4, a new tool has been made to match your new Power Broker Version 4 software.  PBMech will no longer work since it has been removed from the directory.  To do one last clean up of PBMec, please click on START, ALL PROGRAMS, and right click over your Power Broker PBMec program listing, and click on 'Delete'.  Occasionally due to networking problems, power surges, brown outs, etc. the computer may end up being powered down accidentally in the middle of the application.  If this sort of situation occurs, sitting at a workstation, on your desktop right click on a blank area, and then choose 'New' shortcut.  Click on the 'Browse' button, and then browse to MyComputer, then the drive where Power Broker can be found, then your \BRO directory, and search for a file called 'PowerTools.exe'.  Double click this file.  (In this example, we were using Q:\BRO.) Click Next and then rename the shortcut to 'PowerTools' and click Finish Your icon should look like this. Please click here for instructions on what PowerTools can do for you. Here is the Quick Version of the Upgrade for you Pros... 1)  Everyone exits Power Broker 2)  Run a full backup of \BRO 3)  Download and install setup.exe 4)  Install workstation.exe on one computer 5)  Launch Power Broker from that computer 6)  Install workstation.exe on all workstations that are planning on using Power Broker 4 7)  On one or more workstations, pick and choose who will run the new PowerTools Utility program and create a new icon to \BRO\powertools.exe
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