For more extensive installation and setup instructions, please refer to the Store Operations Getting Started Guide and also the Read Me notes which are included in the install CD.  
Note: If you run RMS Point of Sales, you will need to locate or request a copy of your existing product key from Microsoft Support prior to udpating.  Delivery of the product key may take 24-48 hours.


  1.  If using electronic draft capture (EDC) payment processing software for processing credit and debit card transactions, settle transactions before upgrading to this release.


     
  2. All computers in the store must be running the same release of Microsoft Dynamics RMS.

    Microsoft strongly recommends making a backup of your database prior to upgrading.

    The upgrade process uninstalls the existing application and all its files before installing the 2.0 release. This means that any files in the install folders that have the same names as files in the new release will be overwritten.



    Note: If any of the default files have been customized-- such as receipt templates, report templates, the HTML status bar, or the built-in store logo files -- back up those files and save them to another location. After the upgrade is complete, copy the customized files back into the install folders and resume using them.

    To upgrade the server:



    1. Insert the Store Operations 2.0 CD and follow the prompts to install
    2. Once installed, verify you have installed 2.0. To verify, open Store Operations Administrator and select Help, About Store Operations from the menu bar.
    3. Select File, Connect to connect to your database that existed in Version 1.x (The database should still be on the same server and named the same).
    4. Verify you are connected to the correct Server and Database (it will appear in the lower left hand corner of the window) and select to Database, Upgrade.
    5. Choose to upgrade to Version 2.0 and click OK
    6. Once finished, select File, Configuration and verify all settings are correct. Test the database connection to ensure connectivity.


    To upgrade the workstations:



    1. Insert the Store Operations 2.0 CD and follow the prompts to install
    2. Once installed, verify you have installed 2.0. To verify, open Store Operations Administrator and select Help, About Store Operations from the menu bar.
    3. Once finished, select File, Configuration and verify all settings are correct. Test the database connection to ensure connectivity.

    Note: If installation problems occur, un-install the product and delete the following folder from the machine: C:\Program Files\Microsoft Retail Management Systems\Store Operations. Once it has been removed, repeat the installation and upgrade steps.