Plexum X6

Plexum Upgrade Instructions

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Now, let's begin the installation process!

Installation Step 1:

1. Log-in to Plexum X5 administrator's back office, and click on Preferences & Tools, System Configuration and set "Site Maintenance/Offline Setting" User Back Office and Web Site to Disable and click on the Submit button.
2. Backup your current MySQL database before upgrade installation. You can use PHPMyAdmin to backup your database or contact your web hosting administrator to backup the database for you.

Installation Step 2:

1. Log-in to your server via FTP
2. Navigate to "plexum" directory under your document root.
3. Within plexum directory, rename the following folders; (images, plates, phpapi, panel_logo, js) to (images_x5, plates_x5, phpapi_x5, panel_logo_x5, js_x5).

Installation Step 3:

1. Unzipped the software zipped package to a directory on your local drive.
2. After unzipping the package, you will see the following; plexum, index.php, plexum.php, plexumcp.php and ReadMe.txt.

Installation Step 4:

1. Change the "Transfer Mode" on your FTP client to Binary
2. Upload folders and files within the plexum directory to plexum directory on your server and replace the index.php, plexum.php and plexumcp.php on your server document root directory with the one on your local disk  (e.g. public_html/, www/, etc...).
    *** NOTE: You must upload the folders and files in BINARY mode only, do not upload in ASCII mode***
3. CHMOD (permissions) the folders and files to 777 (drwxrwxrwx), for those installing on a Windows server, give it FULL permissions (Read/Write/Execute).

Installation Step 5:

1. Run the upgrade.php file in plexum/phpapi folder via the web browser (e.g. http://www.yourdomain.com/plexum/phpapi/upgrade.php).

Installation Step 6:

1. Click on the "Start Upgrade Now" and follow the On-Screen steps. *** DO NOT CLOSE THE BROWSER DURING THIS UPGRADE STEPS ***
2. After the installation is successful, a page with your log-in URLs will be displayed.

Installation Step 7:

1. Delete the following folders from plexum directory on your server; (images_x5, plates_x5, phpapi_x5, panel_logo_x5, js_x5).

Installation Final Step:

Log-in to the administrative back office, and following the steps below.

1. Click on (Global Management => Install/Un-install Modules) re-install all the add-on modules you previously had on Plexum X5 system, DO NOT Removed modules until the upgrade installation and configuration is completed.
2. Click on (Global Management => Automatic Task Management => Task Scheduler) and select the type of task scheduler automation you preferred (Cron Job or Website Trigger).
    If you previously used Cron Job, please log-in to your Cron Job manager on your server and delete all cron setup and add the new cron script path listed on the Task Scheduler page.
3. Click on (Global Management => Preferences => System Preferences) and update the configuration options and click on the SAVE button.
4. X6 now support class access base for administrative access, and with the installation of the upgrade, one global class has been assigned to all admin in the system prior to X6 installation, to create different class access for administrators, click on (Global Management => Administrative Access Manager => Access Class).
5. X6 now support multiple back office skin and during the upgrade installation the skin configuration prior the upgrade have been removed and default setting was restored, to change the skin configurations and preferences, click on (Global Management => Skin Wizard).
6. Check all plan which can be found in (User Management => Manage User Class), especially if upgrade, downgrade and cash reward features are being used.  If upgrade/downgrade option is previously setup on X5 on each plan Incentives & Reward, please access each plan (User Management => Manage User Class => Upgrade/Downgrade Preferences) and enable (Requirement for Automatic Upgrade) also cross check the upgrade and downgrade settings. The same applied to Cash Reward (Incentives & Reward).
7. Access the website replication area (Site Management => Website Replication Manager), each website preferences must be checked and update if need and after preferences update, click on Template Editor then “Rebuild Website Templates”.
8. Check the Genealogy Preferences and update if necessary (Global Management => Preferences => Genealogy Preferences).
9. X6 now has additional tags available to email templates and also some tags are changed. To update the email templates, click on (Global Management => System Email Templates).

Smart Campaign Module: Update the following area
Campaign Manager link is now placed in Contact Management area (Contact Management => Campaign Manager).

1. Check and update all Smart Campaign Module (Preferences and Advanced Preferences).
2. Re-build all campaign letters.

And just do a general settings check-up.

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