Difference between revisions of "Update Guide"

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If you need help about how to update your regify provider appliance, please have a look at the [[Regify_provider_appliance_update_guide|Technical hints for updating the regify Provider Appliance]] page.
 
If you need help about how to update your regify provider appliance, please have a look at the [[Regify_provider_appliance_update_guide|Technical hints for updating the regify Provider Appliance]] page.
  
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== Update customization ==
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=== Update customization ===
 +
If you need to update the customization after an update, we will tell you in the announcement e-mail. In most patch releases, no customization changes are needed.
  
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=== Update to version 3.5 ===
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If you plan to do a completely new customization, <span style="color: #005522;">we can offer you to create your customization in a '''sandbox environment''' before doing the update on your live system. This allows you to simply copy the customization to your updated system later.</span>
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After you updated the regify provider, the following applies:
 
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# The update also updates the kernel of the appliance. Therefore you need to reboot the machine after the update!
 
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# A lot of text has been updated, corrected and changed. If you are using navigation.php to manipulate any text strings, please <u>check them immediately</u> if they still match properly.
 
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# Check all your customization and functionality.
 
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=== Update to version 3.4 ===
 
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After you updated the regify provider, the following applies:
 
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# The update also updates the kernel of the appliance. Therefore you need to reboot the machine after the update!
 
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# The login page of your provider portal has changed a little. We reduced the three tabs to two tabs and now allowing upload using Drag&Drop. Please verify your customization changes directly and adapt it if needed.
 
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# A lot of text has been updated, corrected and changed. If you are using navigation.php to manipulate any text strings, please <u>check them immediately</u> if they still match properly.
 
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# In French mail-template 1, the word ''Depuis'' is replaced with ''Rappel'' if it was customized.
 
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# If any of mail-template 7 or 8 was customized, it gets deleted as they got completely new text. It automatically uses the default text now. You are allowed to customize them again if you like.
 
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# If you have customized mail-templates 6, 9, 13 or 20, the system shows you some notice (in administration). It tells you to set them back to default and re-customize.<br><u>PLEASE DO NOT IGNORE! Customers will get malformed and useless e-mails if you do not update the templates customization.</u>
 
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# If one or more prices in your (sub)provider are missing, it shows you some notice. If you do not know what price to enter here, please contact your regify sales contact.<br>Tip: Even subprovider prices can only get changed by the main providers administrator.
 
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# If you are using the report.php for individual reports, the update replaced the include-code from "configuration.php" to "init.php" and replaced "include_once(" with "require_once(". This keeps your scripts running but you may need to validate correct working.
 
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# If customization of the agb_LC.php, conditions_LC.php, footercontent.php, navigation.php, shop_standard.json or shop_group.json is missing, the administration now shows you some notice. Please update your customization and do not ignore.
 
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# If customization of your regify_default_message.html or your individual Logo.png are missing, the administration shows you some notice. Please update your customization and do not ignore.
 
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=== Update to version 3.3 ===
 
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After you updated the regify provider, the following applies for all types of setups (Windows and Linux):
 
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# Check the '''provider configuration''' by using the "Manage sub-providers" options in your regify provider administration interface (https://yoururl/ADMINISTRATION/).<br>There are some new fields that need to get checked:
 
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## CONTACT: Provider homepage URL (please enter your homepage URL, not the portal URL)
 
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## SHOP: Check the email address for shop notifications and validate all your payment/shop settings.<br>Important: Every sub-provider is now having his own shop options. Check other sub-provider options, too.
 
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# Please chose "'''Update setups'''" option and enter 3.9.2 as version. This is the new regify client packed to your most recent regify provider update. Now press "Start copy" to provide the new client to your customers.
 
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# Please '''upload a new Logo.png''' in your customization dialogs. The logo has to be PNG format with transparent background. Please follow the [[Provider_Customization_Guide#changing_optical_style|customization guide]] for the logo dimensions and format.<br>Hint: If you like to test the new Logo.png, simply copy it to your local regify client (V3.9 or newer) application data (%APPDATA%\regify). Now you can run your local client and take a peek how it looks like.
 
  
 
If you have any questions or problems, please contact us using support (at) regify.com or by phone. We are happy to help you.
 
If you have any questions or problems, please contact us using support (at) regify.com or by phone. We are happy to help you.
  
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== Update prices and conditions ==
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=== Update prices and conditions ===
 
'''In order to fix your "prices and conditions" page, please follow these steps:'''
 
'''In order to fix your "prices and conditions" page, please follow these steps:'''
 
# Enter your regify provider administration.  
 
# Enter your regify provider administration.  
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If you don't like the default templates provided by regify, please ensure that at least all the important informations and product names are found in your own templates.
 
If you don't like the default templates provided by regify, please ensure that at least all the important informations and product names are found in your own templates.
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== Enable regibox ==
 +
In order to enable regibox at your regify provider (min V4.0), please follow these steps:
 +
 +
# Contact sales(at)regify.com to clarify the contractual needs for running regibox.
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# Create some network share in your internal network. It has to be a dedicated SMB share. This share
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## needs to be redundant<br>Please make sure that the data is always available to the regify provider appliance.
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## needs to be big enough to cover all files of your customers<br>Please calculate the needed size by your needs, number of users planned and the limit you like to define as maximum space per user (MAXBOXSIZE).
 +
## needs to get backed up periodically.<br>Please make backups of your users data and reserve some separate space for some, at least, daily backup.
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# Enter the regify appliance menu (SSH) and navigate to "Provider..." -> "Configure regibox"
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# Fill in the credentials to your SMB share.
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# Check your (sub)provider configuration menu flags in the web administration. The "X" flag needs to be checked (Menu-option „regibox“ enabled).
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# If you do not like to keep the default maximum size of 2GB for a users regiboxes, please enter the following line into your provider main customization file:<br><pre>define('MAXBOXSIZE', 10); // size in gigabytes</pre>
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<u>Remarks:</u>
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'''The regify provider appliance does not make backups of the SMB share!''' The internal backup mechanism does not cover this data. Please backup the data by using the options of your storage software or your storage devices. The same is for redundancy. We strongly suggest you to make a backup every 6 hours, at least daily! The data in the SMB share is always encrypted. You are free to do encrypted backups, but from regify's perspective, there is no need for encrypted backups.

Latest revision as of 11:48, 7 July 2016

Update provider

regify provider software appliance

If you need help about how to update your regify provider appliance, please have a look at the Technical hints for updating the regify Provider Appliance page.

Update customization

If you need to update the customization after an update, we will tell you in the announcement e-mail. In most patch releases, no customization changes are needed.

If you plan to do a completely new customization, we can offer you to create your customization in a sandbox environment before doing the update on your live system. This allows you to simply copy the customization to your updated system later.

If you have any questions or problems, please contact us using support (at) regify.com or by phone. We are happy to help you.

Update prices and conditions

In order to fix your "prices and conditions" page, please follow these steps:

  1. Enter your regify provider administration.
  2. Enter "Change provider optics and templates". The prices are located in conditions_DE.php, conditions_EN.php and conditions_FR.php.
  3. Click the file in your preferred language. This shows you the current content. Please note your prices and your payment options.
  4. Now enter all three files and remove the complete content (Ctrl+A, Delete). Now save the empty page. This will restore our default template with correct product names.
  5. Now enter all three files again and change the prices and payment options to the noted one of your previous templates.

If you don't like the default templates provided by regify, please ensure that at least all the important informations and product names are found in your own templates.

Enable regibox

In order to enable regibox at your regify provider (min V4.0), please follow these steps:

  1. Contact sales(at)regify.com to clarify the contractual needs for running regibox.
  2. Create some network share in your internal network. It has to be a dedicated SMB share. This share
    1. needs to be redundant
      Please make sure that the data is always available to the regify provider appliance.
    2. needs to be big enough to cover all files of your customers
      Please calculate the needed size by your needs, number of users planned and the limit you like to define as maximum space per user (MAXBOXSIZE).
    3. needs to get backed up periodically.
      Please make backups of your users data and reserve some separate space for some, at least, daily backup.
  3. Enter the regify appliance menu (SSH) and navigate to "Provider..." -> "Configure regibox"
  4. Fill in the credentials to your SMB share.
  5. Check your (sub)provider configuration menu flags in the web administration. The "X" flag needs to be checked (Menu-option „regibox“ enabled).
  6. If you do not like to keep the default maximum size of 2GB for a users regiboxes, please enter the following line into your provider main customization file:
    define('MAXBOXSIZE', 10); // size in gigabytes

Remarks:

The regify provider appliance does not make backups of the SMB share! The internal backup mechanism does not cover this data. Please backup the data by using the options of your storage software or your storage devices. The same is for redundancy. We strongly suggest you to make a backup every 6 hours, at least daily! The data in the SMB share is always encrypted. You are free to do encrypted backups, but from regify's perspective, there is no need for encrypted backups.

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