Upgrade to L4U Platinum Elite from Platinum on WindowsTM Systems
Contents
1. 4 it is at C L4U Program Files L4UPlatinum 2 3 4 Database 7 Click Continue Dedicated to Providing a Superior Library Automation System that is Easy to Use Innovative and Responsive to Our Customers Needs wu Email Training L4U com Web www L4U com Toll Free 1 800 667 3634 Fax 1 800 856 4036 L4U Library Software 400 1632 Dickson Ave Kelowna BC V1Y 7T2 Note The L4U Platinum Elite Data Upgrade Utility will now restart itself and proceed to the next step Click on the OK button to proceed 9 Log In Again Click Administrator 10 In the Password field enter tems e This password is case sensitive 11 Click Connect 12 diss Continue at the export confirmation screen TaN 4U Sob Am Flite Da ta Upgrade Utility NOTE Clicking on the Continue button will export the data from your L4U Platinum Data File to the following location so that it can be upgraded to L4U Platinum Elite This process may take from 2 to 12 min CAL4U Program Files L4U Elite Single Selected Data File information Library Name L4U Training Library L4U Customer ID Your ID Here records in Library File 10572 records in Client File 40 records in Acquisitions 85 gt Cancel Continue 13 ital Upgrade Process begins Upgrade process has started Please wait until it has finished Preparing data for upgrade Cleanup procedure Dedicated to Providing a Superior Library Automation System t2. Bytes The L4U Platinum Elite Data Upgrade Utility will export the L4U Data to the following L4U Elite folder We strongly suggest not altering this location C L4U Program Files L4U Elite Single gt Cancel Continue The default datafile location for Platinum 2 3 is C L4U Program Files L4UPlatinum Server Server Database or for Platinum 2 3 4 it is at C L4U Program Files L4UPlatinum 2 3 4Server Server Database 7 Click Continue 8 Click OK at the confirmation Alert Note The L4U Platinum Elite Data Upgrade Utility will now restart itself and proceed to the next step Click on the OK button to proceed 9 Log In Again Click Administrator 10 In the Password field enter tems e This password is case sensitive 11 Click Connect wu Dedicated to Providing a Superior Library Automation System that is Easy to Use Innovative and Responsive to Our Customers Needs Email Training L4U com gt Web www L4U com gt Toll Free 1 800 667 3634 Fax 1 800 856 4036 L4U Library Software 400 1632 Dickson Ave Kelowna BC V1Y 7T2 5 Q 4U Platinum Elite Data Upgrade Utility NOTE Clicking on the Continue button will export the data from your L4U Platinum Data File to the following location so that it can be upgraded to L4U Platinum Elite This process may take from 2 to 12 min C L4U Program Files L4U Elite Single Selected Data File information Library Name L4U Training Lib
3. Library ManagementMade Easy Upgrade to L4U Platinum Elite from Platinum on Windows Systems Overview This installation document has been created to assist in the upgrade to L4U Platinum Elite Single User from Platinum 2 3 on Windows Computers Please refer to page 7 if you are upgrading a Multi User system This document assumes that L4U Platinum 2 3 is installed L4U Platinum will remain on your computer and can be accessed at any time In other words L4U Platinum will be a snapshot of your collection at the time of the upgrade to Elite However ensure L4U Platinum Elite is used going forward and not the old copy of L4U Prerequisites To Upgrade to Platinum Elite from Platinum you must have e Upgraded to Platinum 2 3 x e A Login Password with full access to L4U i e not a helper o Please refer to page 15 of the L4U Platinum 2 3 User Manual for more information on Login Passwords e Your Platinum Elite License Number and Activation Code e Your L4U Customer ID e Platinum Elite software installer The basic procedure for upgrading to L4U Platinum Elite follows these steps which are explained in detail on the following pages 1 Before upgrading to Elite take note of your Custom Label amp Report Template settings dimensions so you can re create them in Elite Make note of the Current Data file s location Backup Existing Data Obtain L4U Platinum Elite Install L4U Platinum Elite Run the L4U Elite Upgrade Utility L
4. Our Customers Needs Email Training L4U com Web www L4U com Toll Free 1 800 667 3634 Fax 1 800 856 4036 L4U Library Software 400 1632 Dickson Ave Kelowna BC V1Y 7T2 Library ManagementMade Easy L4U Platinum Multi User Upgrade to Platinum Elite Windows Please review page 1 before proceeding with the following steps Custom Report amp Label Due to the changes in the L4U Engine custom report and label templates from L4U Platinum do not work in L4U Elite L4U Library Software apologizes for any inconvenience this may cause Locate your Current Datafile You may need this information later in the upgrade process To identify the name and location of a Multi User Current Data File 1 At the L4U Platinum Server computer and the L4U Server program running view the L4U Server Main Window 2 Make note of the path and the Data File name listed wgw 3 Select File gt Quit Example f the full path name is not indicated as in the above illustration then the Current Datafile is at C L4U Program Files L4UPlatinum 2 3 4Server Server Database where C is current volume where L4U Server software is currently located Back Up Existing Data Before Upgrade The L4U Elite Upgrade Utility doesn t modify the original L4U Platinum data However before performing this upgrade we always recommend that you ensure you have a current backup If you re not sure please refer to Manual Backup on page 347 of
5. ated to Providing a Superior Library Automation System that is Easy to Use Innovative and Responsive to Our Customers Needs Email Training L4U com Web www L4U com Toll Free 1 800 667 3634 Fax 1 800 856 4036 L4U Library Software 400 1632 Dickson Ave Kelowna BC V1Y 7T2 Library ManagementMade Easy 10 Enter the necessary Library Profile information e Customer ID Library Name Address Telephone Number License Number amp Activation Code should be entered e Leave Replace Library Name with Location unchecked 11 Click Activate 12 Click Ok when Activation is successful e f Activation fails please contact L4U Support for an Authentication code 13 Click Save to exit the Library Profile screen 14 Enter your usual Librarian Client Code and PIN and login as normal Please proceed to After Upgrading on page 13 Dedicated to Providing a Superior Library Automation System that is Easy to Use Innovative and Responsive to Our Customers Needs Email Training L4U com Web www L4U com Toll Free 1 800 667 3634 Fax 1 800 856 4036 L4U Library Software 400 1632 Dickson Ave Kelowna BC V1Y 7T2 Library ManagementMade Easy After Upgrading All users should run a Utilities with No Options Selected after they log in for the first time To do SO File gt Utilities With no options selected click Run Utilities A Confirmation screen appears click Yes When the procedure is complete an A
6. e CORRECT Data File to upgrade If it is not please Browse to and select the correct Data File Note that L4U Data Files end with 4DD extension CALAU Program Files _L4UPlatinum 2 3 4 Database PlatTraining_23_Data 4DD Date and Time this Data File was Last Accessed by L4U Sun May 15 2011 Size of Data File Bytes 266 141 696 The L4U Platinum Elite Data Upgrade Utility will export the L4U Data to the following L4U Elite folder We strongly suggest not altering this location C L4U Program Files L4U Elite Single gt Cancel Continue Review the location of the source datafile This will be the same as the Current Datafile in Step 2 above in Locate your Current Datafile on page 6 6 Ifthe Upgrade Utility cannot locate the Current Datafile Click Browse and navigate to the correct location Please refer to Locate your Current Datafile on page 6 wu Dedicated to Providing a Superior Library Automation System that is Easy to Use Innovative and Responsive to Our Customers Needs Email Training L4U com Web www L4U com Toll Free 1 800 667 3634 Fax 1 800 856 4036 L4U Library Software 400 1632 Dickson Ave Kelowna BC V1Y 7T2 WARNING This utility has not been able to locate your L4U Platinum Data File Please browse to and select the correct Data File Note that L4U data files end with extension 4DD Date and Time this Data File was Last Accessed by L4U Size of Data File
7. hat is Easy to Use Innovative and Responsive to Our Customers Needs Email Training L4U com Web www L4U com Toll Free 1 800 667 3634 Fax 1 800 856 4036 L4U Library Software 400 1632 Dickson Ave Kelowna BC V1Y 7T2 Your L4U Platinum data has been successfully exported Next click on the Continue button to import your Platinum data into L4U Platinum Elite 15 After L4U has restarted Select Administrator from the User Identification List 16 In the Password field enter tems e This password is case sensitive 17 Click Connect 18 The Import Process begins Data Import Process This process may take a LONG TIME approximately 30 minutes 10 000 items in your jon Please wait until it has finished 19 Click OK when prompted to Enter your License Number amp Activation Code 20 Enter the necessary Library Profile information e Customer ID Library Name Address Telephone Number License Number amp Activation Code should be entered e Leave Replace Library Name with Location unchecked 21 Click Activate 22 Click OK when Activation is successful e f Activation fails please contact L4U Support for an Authentication code 23 Click Save to exit the Library Profile screen 24 Enter your usual Librarian Client Code and PIN and login as normal Please proceed to After Upgrading on page 13 Dedicated to Providing a Superior Library Automation System that is Easy to Use Innovative and Responsive to
8. inal L4U Platinum data However before performing this upgrade we always recommend that you ensure you have a current backup If you re not sure please refer to Manual Backup on page 347 of the Platinum User Manual v2 3 to perform a backup Install L4U Platinum Elite L4U Platinum Elite Single User is available from L4U s Client Corner or via the L4U Platinum Elite Install CD Launch the Installer and follow the onscreen directions Run the L4U Elite Upgrade Utility After L4U Platinum Elite is installed your L4U Platinum data needs to be transferred to L4U Platinum Elite Follow these steps to do so 1 Launch the L4U Elite Upgrade Utility e The default location is at C L4U Program Files L4U Elite Single L4U Elite Upgrade Utility where C is the drive where L4U Elite is located Dedicated to Providing a Superior Library Automation System that is Easy to Use Innovative and Responsive to Our Customers Needs Email Training L4U com Web www L4U com Toll Free 1 800 667 3634 Fax 1 800 856 4036 L4U Library Software 400 1632 Dickson Ave Kelowna BC V1Y 7T2 Select Administrator from the User Identification List In the Password field enter tems e This password is case sensitive Click Connect The Platinum Elite Data Upgrade Utility appears 5 This utility has located the following L4U Platinum Data File Please review the details and ensure it is the CORRECT Data File to upgrade If it is no
9. ion Preferences for Accession s is set to No Check your next barcode if you print your barcodes from L4U Chapter 3 953 54 Chapter 3 956 60 Please refer to the L4U Quick Start Guide v3 1 for a quick tour of what s new in L4U Elite when you have Elite up and running Thank you for your continued support of L4U Dedicated to Providing a Superior Library Automation System that is Easy to Use Innovative and Responsive to Our Customers Needs Email Training L4U com Web www L4U com Toll Free 1 800 667 3634 Fax 1 800 856 4036 L4U Library Software 400 1632 Dickson Ave Kelowna BC V1Y 7T2
10. lert message appears Click OK e Itis not necessary to perform a compact at this time PWN gt Some features in L4U Platinum will be reset to factory defaults after the upgrade Please review the following points to see if they apply to you Relevant chapters and or page numbers refer to the Platinum 2 3 User Manual PUM or Platinum Web Manual PWM The chapters or page numbers in square brackets refer to the recommended L4U User Web Manual v3 1 the new Platinum Elite documentation e Automatic L4U Backup will need to be reset after the upgrade PUM Chapter 23 LUM Chapter 23 e Access to Overdue Letters is disabled after upgrading to Elite Login to Elite as a Superuser and enable Full Control to Overdue Letters in Access Management for the Access Levels that need Overdue Letters This feature did not exist in Platinum and is disabled due to security reasons after the upgrade PUM Chapter 2 Access Levels LUM Chapter 2 p22 Access Levels e Keywords amp Interface Tab in Preferences Ensure keywording of all options is enabled for best performance Chapter 3 928 31 Chapter 3 933 36 e Circulation tab in Preferences Check Global Due Date and if desired enter the desired Due Date Chapter 3 p37 45 Chapter 3 p41 49 e Email Settings If you emailed your overdue notices please check the Email tab in Preferences gt Advanced Chapter 3 p48 Chapter 3 p53 e Barcodes amp Report Delimiters tab in Preferences Please ensure Use Locat
11. ogin to L4U Elite 2 3 4 5 6 7 Dedicated to Providing a Superior Library Automation System that is Easy to Use Innovative and Responsive to Our Customers Needs Email Training L4U com Web www L4U com Toll Free 1 800 667 3634 Fax 1 800 856 4036 LA L4U Library Software 400 1632 Dickson Ave Kelowna BC V1Y 7T2 Library ManagementMade Easy L4U Platinum Single User Upgrade to Platinum Elite Windows Custom Report amp Label Due to the changes in the L4U Engine custom report and label templates from L4U Platinum do not work in L4U Elite L4U Library Software apologizes for any inconvenience this may cause Locate your Current Datafile You may need this information later in the upgrade process To identify the name and location of a Single User Current Data File Make sure that L4U Platinum Single User is running From the Help Menu gt select About L4U e g Help gt About L4U Click the Data file Information tab Fourth field down indicates the current data file and where it is located e In Windows all L4U data files end with the 4DD suffix 5 Make note of the path to the datafile 6 Click Done 7 Select File gt Quit a Example The default location of the current datafile is C L4U Program Files L4UPlatinum 2 3 4 Database xxx 4DD where xxx 4DD is the name of your current datafile Back Up Existing Data Before Upgrade The L4U Elite Upgrade Utility doesn t modify the orig
12. rary L4U Customer ID Your ID Here records in Library File 10572 records in Client File 40 records in Acquisitions 85 I gt Cancel Continue 13 The Upgrade Process begins Upgrade process has started Please wait until it has finished Preparing data for upgrade Cleanup procedure Dedicated to Providing a Superior Library Automation System that is Easy to Use Innovative and Responsive to Our Customers Needs Email Training L4U com Web www L4U com Toll Free 1 800 667 3634 Fax 1 800 856 4036 L4U Library Software 400 1632 Dickson Ave Kelowna BC V1Y 7T2 14 Click Continue when the export process has finished Ca aU Platinum Elite Data Upgrade Utility Your L4U Platinum data has been successfully exported Next click on the Continue button to import your Platinum data into L4U Platinum Elite 16 The Server is finished importing data when the Data Import Process dialog disappears Install amp Launch the L4U Platinum Elite Admin Utility Elite Client Install the L4U Platinum Elite Admin Utility at each computer that L4U Platinum Client is currently installed The Elite Admin Utility installer will not delete the Platinum Client You can delete it later if desired Launch the Installer and follow the onscreen directions 1 On the Windows desktop Double Click on the L4U Platinum Elite Admin Utility Client shortcut e Ifthe shortcut is unavailable use the Windows s
13. t please Browse to and select the correct Data File Note that L4U Data Files end with 4DD extension CA L4U Program Files L4UPlatinum 2 3 4 Database PlatTraining_23_Data 4DD Date and Time this Data File was Last Accessed by L4U Sun May 15 2011 Size of Data File Bytes 266 141 696 The L4U Platinum Elite Data Upgrade Utility will export the L4U Data to the following L4U Elite folder We strongly suggest not altering this location CAL4U Program Files L4U Elite Single gt Cancel Continue Review the location of the source datafile This will be the same as the Current Datafile in Step 4 in Locate your Current Datafile on page 2 If the Upgrade Utility cannot locate the Current Datafile Click Browse and navigate to the correct location Please refer to Locate your Current Datafile on page 2 WARNING This utility has not been able to locate your L4U Platinum Data File Please browse to and select the correct Data File Note that L4U data files end with extension 4DD i Date and Time this Data File was Last Accessed by L4U Size of Data File Bytes The L4U Platinum Elite Data Upgrade Utility will export the L4U Data to the following L4U Elite folder We strongly suggest not altering this location CAL4U Program Files L4U Elite Single gt Cancel Continue The default datafile location for Platinum 2 3 is C L4U Program Files L4UPlatinum Single Database or for Platinum 2 3
14. tart menu Start gt Programs gt L4U Elite gt Admin Utility gt L4U Platinum Elite AU Admin Utility Dedicated to Providing a Superior Library Automation System that is Easy to Use Innovative and Responsive to Our Customers Needs Email Training L4U com Web www L4U com Toll Free 1 800 667 3634 Fax 1 800 856 4036 L4U Library Software 400 1632 Dickson Ave Kelowna BC V1Y 7T2 ManagementMadelEasy 2 Click Continue at a possible Error screen Error Can t open database L4U Elite Server 3 1 Runtime Error 3 Inthe Connection to 4D Server screen that appears Click the L4U Elite Server 3 1 item from the Available tab gt Con t to Comrectam Serme Yo Welcome te 40 yii Son Recent Avutetle Curbam Servers xt SUPPORT_TEST ienesa Eg tiigi ESLA 201 T Diplay thi dalp stnot tertup 4 Ifyou do not see the server computer Click the Custom tab Enter the IP address of the L4U Platinum Elite Server as displayed on the L4U Elite Server Monitor window If you do not have access to the L4U Elite Server computer contact your IT Department or your Computer Technician 5 Click OK e Ascreen may appear stating Duplicating Resources Locally 6 Select Administrator from the User Identification List 7 Inthe Password field enter Items e This password is case sensitive 8 Click Connect 9 Click OK when prompted to Enter your License Number amp Activation Code Dedic
15. the Platinum User Manual v2 3 to perform a backup LA Dedicated to Providing a Superior Library Automation System that is Easy to Use Innovative and Responsive to Our Customers Needs Email Training L4U com Web www L4U com Toll Free 1 800 667 3634 Fax 1 800 856 4036 L4U Library Software 400 1632 Dickson Ave Kelowna BC V1Y 7T2 Library ManagementMade Easy Install L4U Platinum Elite L4U Platinum Elite Multi User software is available from L4U s Client Corner or via the L4U Platinum Elite Install CD Install the Server software on the Server computer and install the Admin Utility at each of the computers where L4U Platinum Client currently exists Launch the appropriate Installer and follow the onscreen directions Run the L4U Elite Upgrade Utility After L4U Platinum Elite Server software is installed your L4U Platinum data needs to be transferred to L4U Platinum Elite Follow these steps to do so 1 Launch the L4U Elite Upgrade Utility e The default location is at C L4U Program Files L4U Elite Server L4U Elite Upgrade Utility where C is the drive where L4U Elite Server software is located 2 Select Administrator from the User Identification List 3 In the Password field enter Items e This password is case sensitive 4 Click Connect 5 The Platinum Elite Data Upgrade Utility appears This utility has located the following L4U Platinum Data File Please review the details and ensure it is th
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