HomeMore on NetworksUpgradesUpgrading to Version 7: Concurrent Network 5.x/6.x

7.1. Upgrading to Version 7: Concurrent Network 5.x/6.x

Disponible en español: Actualización a Versión 7: Licencias Concurrentes de Red 5.x/6.x
Disponível em português: Atualizando para versão 7: Rede Concorrente 5.x/6.x

Applies to: Palisade software release 5.x/6.x, Concurrent Network licenses.
For upgrades from other releases or license types, please see Upgrading Palisade Software.

In general, you can upgrade for free if you have current maintenance. If your maintenance contract has lapsed, please contact your Palisade sales manager for upgrade pricing.

Please select the right instructions below for your license type. If you have Palisade Server Manager, the license display tells you your license type. If you don't have Server Manager, contact Palisade Tech Support with your serial number, and they can tell you your license type.

Upgrading Certificate-Based Concurrent Networks

A transition period will let clients run the old and new software, by means of a short-term 7.x license in addition to the existing production 5.x/6.x license. (Server Manager 7.x can manage 5.x–7.x licenses.)

  1. Contact your Palisade sales office to request the upgrade. It will help if you have your software serial number handy.

  2. Within a day or two, you will receive an email containing a new Activation ID and links to download the server and client software.

  3. Follow the Server Setup procedure in the 7.x Network Guide to install the 7.x server software and get the license certificate. The certificate will include a short-term 7.x license in addition to your original 5.x/6.x license. That short-term 7.x license is good for 30 days from the date you receive it, so don't ask for it until you're ready to start upgrading the clients.

  4. Install the 7.x client software on each client computer.
    The 5.x/6.x client software can be uninstalled first, or left installed. If 5.x/6.x is left installed, then clients can continue to run the old version during the transition period. The old and new versions won't interfere with each other, provided they are not run at the same time, not even in different instances of Excel.

  5. If you have any Palisade software versions 6.x or older as active add-ins in Excel, remove them. Click File » Options » Add-Ins. At the bottom of the right-hand panel, click Go. Remove the tick marks for the old versions, and click OK. Add-ins are a per-user option, so this change needs to be made under the end user's profile. Our software does not need to be an active add-in, unless you want it to start every time Excel starts; see Opening Palisade Software Automatically Whenever Excel Opens.

  6. When all clients have been upgraded, or when the transition period expires, contact Palisade Technical Support for a production license for 7.x.

  7. (optional) On the clients, uninstall the 5.x/6.x software, or at least remove the 5.x/6.x shortcuts from the Palisade DecisionTools group in the Windows Start Menu.

Upgrading Activatable Concurrent Networks

A transition period will let clients run the old and new software, by means of a short-term 7.x license in addition to the existing production 5.x/6.x license. (Server Manager 7.x can manage 5.x–7.x licenses.)

  1. Contact your Palisade sales office to request the upgrade. It will help if you have your software serial number handy.

  2. Within a day or two, you will receive an email containing a new Activation ID and links to download the server and client software.

  3. Follow the Server Setup procedure in the 7.x Network Guide to install the 7.x server software and activate the short-term 7.x Activation ID.
    The short-term license is good for 30 days from the date you activate it, so don't activate it until you're ready to start upgrading the clients.

  4. Install the 7.x client software on each client computer.
    The 5.x/6.x client software can be uninstalled first, or left installed. If 5.x/6.x is left installed, then clients can continue to run the old version during the transition period. The old and new versions won't interfere with each other, provided they are not run at the same time, not even in different instances of Excel.

  5. If you have any Palisade software versions 6.x or older as active add-ins in Excel, remove them. Click File » Options » Add-Ins. At the bottom of the right-hand panel, click Go. Remove the tick marks for the old versions, and click OK. Add-ins are a per-user option, so this change needs to be made under the end user's profile. Our software does not need to be an active add-in, unless you want it to start every time Excel starts; see Opening Palisade Software Automatically Whenever Excel Opens.

  6. When all clients have been upgraded, deactivate the permanent 5.x/6.x Concurrent Network license. To do this, open Server Manager, select the 5.x/6.x license, and click Deactivate.
    (Exception: If you're upgrading directly from 5.x to 7.x, and your 7.x license is on a new server, see Returning 5.x Network Licenses.)

  7. Contact Palisade Technical Support for a permanent 7.x Concurrent Network Activation ID, and activate it on your server.

  8. (optional) On the clients, uninstall the 5.x/6.x software, or at least remove the 5.x/6.x shortcuts from the Palisade DecisionTools group in the Windows Start Menu.

After I deactivate the license, if I have missed upgrading any clients, will they be able to use the 7.x license?

No, they will be unable to run until you upgrade them. 5.x/6.x software can't run with 7.x licenses, and 7.x software can't run with 5.x/6.x licenses.

Last edited: 2016-01-29

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