Collect! Credit and Collection Software™

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How To Upgrade Web Host

To preserve your customizations, we do not automatically update web host. If you do not have customizations, you can proceed to the instructions below. If you do have customizations, please ensure that you have detailed notes of what you have changed. If you have altered your reports in webhost, please sign into Collect! in web host test mode or with 99 and export all of your custom reports into an .RPT file. Please refer to How to Export Reports for more information.

Useful Note Take a backup of your database before proceeding.

1. Export all your reports to \html\db_files as a backup.

2. Export only your custom, printable reports to be imported back in.

3. Copy and Paste your exiting MASTERDB -> HTML folder (or whichever "database" you are using). If you get any Windows warnings

about copying files in use, you can ignore these as the system will not copy the database files while in use.

4. Delete all folders in the HTML folder, except the "db" folder.

5. Unzip the HTML folder from the ZIP file from the Member Center to your database folder.

6. Run the \html\db_files\webhost_schema.bat

Useful Note If you have executed this query in the past, nothing will happen.

7. Open the \html\db_files\index.html file with a text or HTML editor and update the company information to match your information

8. Sign into Collect! through the standard interface, NOT the Web Host interface

9. Select the masterdb_w import library (Instructions)

10. Go to File > Import/Export > Customize Import/Export > Edit File Format

11. Delete all Imports

12. Load the new imports from imports.xml in the new html -> db_files folder (Instructions)

13. Select the masterdb_w report library (Instructions)

14. Go to Print > Customize Printing > Edit Report Templates

15. Delete all Reports

16. Import the new reports from reports.rpt in the new html\db_files folder (Instructions)

17. Run the "Initialize User Levels" report to set the user levels for selected reports.

18. Start the Webhost using and ID with a user level of 1

19. Implement any customizations that you had done previously

Warning Note WARNING: This installation does not automatically carry any client customizations with it. If you have customized your web host do not use this installation without consultation with Comtech or your own technicians.

Useful Note custom CSS or images should be renamed to have _custom in the file name. We do not recommend that you customize system files. Customizations should be limited to the following:

  • CSS (make a comment in the top of the CSS file of what you changed)
  • images (logo)
  • language files
  • select files
  • print files

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