7.1. Upgrading to Version 8: Concurrent Network 5.x/6.x/7.x

(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 Network Guide to install the 8.x server software and get the license certificate. The certificate will include a short-term 8.x license in addition to your original 5.x/6.x/7.x license. That short-term 8.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 8.x client software on each client computer. For more detailed instructions, see Concurrent Network Client Setup.
The 5.x/6.x/7.x client software can be uninstalled first, or left installed. If 5.x/6.x/7.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 7.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 8.x.

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

(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 Network Guide to install the 8.x server software and activate the short-term 8.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 8.x client software on each client computer. For more detailed instructions, see Concurrent Network Client Setup.
The 5.x/6.x/7.x client software can be uninstalled first, or left installed. If 5.x/6.x/7.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 7.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/7.x Concurrent Network license. To do this, open Server Manager, select the 5.x/6.x/7.x license, and click Deactivate. For more detailed instructions, see Deactivating a Network License.
(Exception: If you're upgrading directly from 5.x to 8.x, and your 8.x license is on a new server, see Returning 5.x Network Licenses.)

(7) Contact Palisade Technical Support for a permanent 8.x Concurrent Network Activation ID, and activate it on your server. For detailed instructions, see Activate Network License.

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