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Applying product updates

Your organization may have licensed one or more standardized products that can be installed to your Axiom Software system. Products are packaged sets of tables, file groups, reports and other components that work on the Axiom Software platform to provide a complete solution for a particular EPM need.

You can install new product packages and update existing packages using the Software Updates tool in the Axiom Software Web Client.

NOTES:  

  • Access to the Software Updates tool is limited to Axiom Software administrators and to users with the Administer Updates security permission.
  • The Axiom Software Update Service must be installed in your environment in order for the Software Updates tool to be available. Please see the Installation Guide for more information.

Before you install

Keep in mind the following before installing any product package:

  • Product packages require a minimum Axiom Software platform version. Make sure to check the release notes for the product package to see if your Axiom Software platform installation meets the requirements, or if you need to upgrade the platform first.

  • Make sure to read the release notes for the product package to be sure you understand all changes and enhancements in the package before installing it. The package may also require post-installation steps which you must manually perform after installing the package.

Installing a product package

  1. In a web browser, navigate to the web page for your Axiom Software installation, to the update history page. For example:

    Example On-Premise URL

    		 

    http://ServerName/Axiom/updates/history

    Where ServerName is the name of the Axiom Application Server, and Axiom is the default name of the virtual directory.
         

    Example Cloud System URL

    		 

    https://CustomerName.axiom.cloud/updates/history

    Where CustomerName is the name of your cloud service system.

    Administrators can also access this area from the Axiom Software launch page, by clicking Application Server Administration and then Software Updates.

    TIP: You can also access this page from within the Axiom Excel Client or Axiom Windows Client. From the Axiom tab, in the Administration group, click Manage > Software Updates. However, once you launch the page from this location, you should close the desktop client before performing any software upgrades.

    The Software Updates page opens. This page lists the details of updates you have applied in the past, and enables installing new updates. If you have not yet installed any updates using the Update Service, then this page will not have any history.

  2. On the Software Updates page, click Check for product updates.This option only displays if you have licensed a packaged product.

  3. When the Product Update Manager page is opened, it automatically checks the Axiom Software Portal for any new updates for your licensed packages. If an update is found, it is listed under Stage a new package with one of the following versions from the portal.

    From here, you can do the following:

    • To download the package update and make it available for installation, click Download and Stage.
    • If you have a copy of an update stored locally, then you can click Browse for platform installer to browse to that AXP file and stage it for installation.

    Once a package has been staged, the package name and number display at the top of the page as the Staged Product Package.

  4. At the bottom of the page, under Select the features to be installed or updated, select the check boxes for the features that you want to install.

    This list only shows licenseable features where the current system has a license for that feature. 

    NOTE: The version number listed by each feature is the currently installed version, not the version you are updating to. The version you are updating to is listed at the top of the page as the Staged Product Package.

  5. Click Update Selected Features to start the package installation process.

Before any installation occurs, the package is validated against your system. This validation checks for known issues that may cause errors during the installation, as well as warnings about conflicts between existing entities in your system and entities in the package.

  • If any errors are found, these errors must be addressed before the package can be installed. The only available option is to Cancel to exit the validation dialog. Once the errors have been addressed, you can perform the installation again.

  • If only warnings are found, or if no issues are detected, then you can click OK to continue with the installation. If you do not want to continue with the installation at this time, click Cancel.

As the installation proceeds, you are returned to the Software Updates page. The status of the installation is displayed in the Recent Update History section.

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