Upgrade procedures

The instructions in this section explain what you need to do before upgrading your Capital Tracking application.

What to know before upgrading

IMPORTANT: You must apply the latest Axiom upgrade before applying any 2024.1 Axiom product upgrades. Axiom upgrades are backward compatible so you can upgrade different products at different times, but you must upgrade to Axiom 2023.3 before the first product upgrade. Refer to the Axiom Release Notes for consideration before upgrading.

When upgrading to the 2024.1 version of Axiom Capital Tracking, note the following:

  • You can replace Syntellis reports. Any report that you created or saved under a different name remains unchanged. Revised reports are available in Document History.
  • Any Syntellis report that was moved to a new location is automatically returned to its original location.
  • Syntellis product templates and calculation method libraries are replaced.
  • Product task panes are replaced.
  • Process definitions are not replaced.
  • Driver files are replaced.
  • Security roles and subsystems are reset to their configured settings. Your user security exceptions remain intact.
  • Specific items that are configured as part of your company or organization’s implementation such as imports, exports, driver files, and process management files, remain unchanged. Any required modifications to these areas are covered in the release notes.

  • Shared tables might have any of the following changes:

    • Columns reordered

    • New columns added

    • Old columns removed (rare)

  • If you copy and paste into or from Axiom tables, please review the column order of those tables after upgrading to assess the impact to your internal processes.

Prepare and schedule upgrades

Summary of the upgrade process:

  1. Review product release notes – Review this document to become familiar with the new features and functionality.
  2. Schedule an installation date – Submit a request to your organization’s Axiom System Administrator or contact Support by creating a support case to request a Preferred Upgrade Window:

    • Log in to Syntellis Central.

    • Click Support Cases.

    • Click Schedule an upgrade.

    • Enter your Preferred Upgrade Window information.

    • Click Submit.