Overview
Upgrading AutoCount keeps your system secure, stable, and feature-rich. This guide walks through preparation, the actual upgrade, and post-upgrade checks, so you can proceed confidently with minimal risk.
At a glance:
- Confirm requirements and compatibility before you start.
- Create a verified backup (database + custom templates + plugins).
- Upgrade server first, then workstations.
- Validate core workflows and plugins after the upgrade.
Pre-Upgrade Preparation
Important: Schedule the upgrade outside business hours. Notify users to log off during the maintenance window.
Tip: Take screenshots of your current Help → About screen and plugin list for reference.
System Requirements
- Supported Windows version and updates installed.
- Sufficient disk space (at least 2× your database size free).
- Administrator rights on the server and workstations.
- Stable network connection for client updates.
Checklist (Pre-Upgrade)
Plugin & Tool Compatibility
Before upgrading, confirm that all plugins and third-party tools—such as eCommerce connectors, approval workflows, and import utilities—support your target version. When in doubt, contact the vendor or check their release notes.
- List each plugin, current version, and the minimum supported target version.
- Update or temporarily disable incompatible plugins.
- Plan to retest all plugin-driven workflows after upgrade.
Pro tip: Keep a simple sheet with columns: Plugin, Current, Target-Ready?, Action.
Version Matrix (From → To)
Use this quick matrix to decide your path. For major jumps, allocate extra time for compatibility checks and testing.
| FROM VERSION | TO VERSION | NOTES |
|---|---|---|
| 1.9x | 2.0x | Major jump-ensure plugin compatibility |
| 2.0.24 | 2.0.26 | Minor patch-safe to proceed within series |
This helps users quickly assess their scenario.
How to Back Up
- Database backup: Use your standard database tool or AutoCount backup utility. Save to off-server storage.
- Custom assets: Copy custom templates, reports, and any bespoke scripts/macros.
- Plugins: Export or note plugin settings where applicable.
- Verify: Perform a test restore to a separate location to confirm the backup is valid.
Never skip verification. A backup that can’t be restored is not a backup.
Step-by-Step Upgrade
After the core software is upgraded:
A) Server Upgrade
- Log in as Administrator on the application/database server.
- Confirm backups completed and verified (see above).
- Run the AutoCount installer for the target version and follow prompts.
- Complete database update if prompted; read notes carefully.
- Reboot (if required) and confirm the server service starts normally.
B) Workstation Upgrade
- Ensure each workstation user is logged out.
- Launch the workstation updater or run the installer from the network share.
- Confirm successful connection to the updated database after install.
- Repeat for all workstations.
Minimizing Downtime
- Perform upgrades off-hours and batch workstation updates.
- Communicate expected downtime and a buffer for validation.
- Have one workstation double as a test client first.
Post-Upgrade Validation
After installation, validate that critical workflows run as expected.
- Login, licenses, and user roles load correctly.
- Create a test sales document and post it end-to-end.
- Run key reports and verify totals.
- Check plugin functions (imports, approvals, connectors).
- Monitor logs for warnings or errors.
Tip: Keep a short “smoke test” script teams can run in 5–10 minutes.
Troubleshooting & Rollback
Common Issues
- Plugin errors: Update the plugin or temporarily disable; re-enable after a compatible build is installed.
- Database mismatch: Ensure the server was upgraded before client workstations.
- Login/license prompts: Re-activate or re-apply license keys as required.
Rollback Plan
- Stop services and disconnect users.
- Restore the database from the latest verified backup.
- Revert application binaries if needed (retain a copy before upgrade).
- Confirm successful login and run a quick smoke test.
Document everything: Keep timestamps of each step, issues found, and resolutions for future upgrades.
Final Thoughts: Why a Proper AutoCount Upgrade Process Matters
A smooth AutoCount upgrade ensures your business stays compliant, efficient, and connected. Skipping steps or missing backups can lead to lost data, plugin conflicts, and system downtime.
Following this AutoCount upgrade checklist helps you:
- Avoid system crashes
- Ensure full plugin and third-party compatibility
- Prevent downtime during critical accounting periods
Get the Best Performance with AutoCount’s Latest Version
Ensure that your business operates at peak efficiency with the most up-to-date software. Upgrade today to enjoy faster processing, smoother integration, and new functionalities.
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