Contents

Title and Copyright Information

Preface

1 Upgrading Simphony

• Upgrading Simphony
• Upgrade Procedures
• Upgrades When Adding a New Database Server
• Upgrades without Separate Transaction and Security Database Servers
• Upgrades with Existing Separated Transaction and Security Database Servers
• Post-Upgrade Steps for CAPS on IIS for Simphony 2.9 Users
  • Step 1 - Close and Post All Transactions
  • Step 2 - Access the IIS Manager Console
  • Step 3 - Rename the IIS Folder
  • Step 4 - Enable an Option and Configure CAPS
  • Step 5 - Stop IIS
  • Step 6 - Move the DbSettings.xml to the Newly Defined IIS CAPS Path
  • Step 7- Start IIS
  • Step 8 - Verify Log Creation, Database Tables, and Delete the Old Directory

2 Post-Installation Tasks

• Updating the Property EMC Client
• Updating Check and Posting Service Clients
• Updating CAL Packages
• Database Size Reduction and System Performance Improvement
  • Configuring Access Privileges for Data Transfer Service (DTS) and Data Purge Job Settings
• Enabling Communication Between the Enterprise and Workstations

3 EMC Access Security

• Accessing the Simphony EMC Using Multi-Factor Authentication
• Configuring the SMTP and Backup SMTP Servers in the EMC
• Configuring and Resetting Email Addresses
• Forgotten EMC Password Recovery
  • Configuring Access Privileges for Resetting a Password
  • Resetting Passwords from the Simphony Web Portal
• Setting the Max Allowed Failed Logins for EMC Access

4 Updating Property Administrator and Database Logon Credentials

• Configuring Different Credentials for Each Property
• Configuring the Same Credentials for All Properties in the Enterprise