Maintenance Update

To do a maintenance update of server objects, follow these steps:

1. On the main window, right-click on TRAVERSE or any company database.

2. Select Maintenance Update from the right-click menu. The Maintenance Update dialog box appears.

3. The Update File box displays the default path where the update file resides. Should you need to locate the Updatesrv.tsm file, use the Browse button to search for it.

4. The Summary section of the dialog box displays a description of what is included in the update.

5. Select the company databases to which you want to apply the maintenance update changes.

6. Click All to select all listed databases or None to clear any databases already selected.

7. Select the Include Payroll Tax Updates check box to include updates for the Payroll (ST) database.

8. Select the Include System Updates check box to include updates for the System (SYS) database.

9. When finished, click Next. The Options tab appears. Alternatively, you can just click the Options tab.

   If you’ve made modifications, select the individual objects you want to update. If you haven’t made modifications, select all objects.

10. There are several ways to select objects:

• In the Select Object Type section of the dialog box, select an object type such as All Tables and checks appear next to those items in the list section of the dialog box.

• Use the list section of the dialog box to select individual objects, such as tables, stored procedures, views, and user-defined data types.

• Select a range of items in the list section by holding down the Shift key, clicking the object names, and then clicking Select.

• Select objects scattered throughout the list by holding down the Ctrl key, clicking the object names, and then clicking Select.

11. The Refresh Views check box only appears if table structure modification is part of the update. Select this check box to automatically refresh the views to accommodate the new definitions (not just the ones depending on the table changes).

12. If there is data included in the maintenance update, click the Data tab. In the middle of the dialog box, the system lists any available updates made to data that represent menus, language, payroll, 1099 tax reporting, and so on.

13. The Load Data check box is selected by default. With the check box selected, the system modifies required data. For example, if a maintenance update requires a new menu to be added as part of a data update (as opposed to an object update), the new record is inserted into the menu table.

14. Click OK to begin the maintenance update. The Status tab appears and displays Server Manager’s progress as it updates the objects you selected.

15. When finished, Completed appears on the Status tab and the following message box appears: “Maintenance Update Completed.” Click OK.