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upgrade_checklist
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upgrade_checklist [2021/02/11 10:52] dominich created (NOT COMPLETE) |
upgrade_checklist [2021/02/24 10:55] (current) dominich Update to reflect feedback |
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| - | ===== Upgrading to new version of CareFree ===== | + | ===== Upgrading to new versions of CareFree ===== |
| This guide is to help those who have received notification that your CareFree database is being upgraded to the latest version. Each new version of CareFree brings a variety of new features and fixes, details of which can be found in the [[latest_release_notes|latest changes]]. | This guide is to help those who have received notification that your CareFree database is being upgraded to the latest version. Each new version of CareFree brings a variety of new features and fixes, details of which can be found in the [[latest_release_notes|latest changes]]. | ||
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| - | ==== 1. Ensure your password is complex ==== | + | ==== Note down your username ==== |
| - | From version 5.6, alongside a [[https://vimeo.com/390961826|new user interface]], CareFree requires users to have a suitably complex password for security reasons. This means that all passwords now need to meet the following criteria | + | By default, usernames in CareFree are the first name of the user but this can be different. Before your database is updated, you should check that all users know what their username is. Users that are logged in can do this from seeing which name is the bottom left of any CareFree screen. |
| - | * Be at least 8 characters long, of which | + | |
| - | * at least 1 is an uppercase character | + | |
| - | * at least 1 is a lowercase character | + | |
| - | * At least 1 is a special character (E.g. £,$,%,&) | + | |
| - | * At least 1 is a number | + | |
| - | If your current CareFree password does not meet the requirements, you will be asked to change your password when you next log in. However, for ease, we recommend updating this in advance. | + | Alternatively, administrators can see all see which usernames are on the system by doing the following: |
| - | To change your own password, you need to do the following: | + | 1. Go to the **Tools** menu at the top of the screen |
| - | 1. Go to **Tools** | + | 2. Go to **Maintain Users** |
| - | 2. Click **Change password** | + | 3. Click **Users** |
| - | In version 5.5.7 {{ :wiki:557_change_own_password.png |}} | + | In version **5.5.7** {{ :wiki:557_maintain_users.png |}} |
| - | In version 5.6+ {{ :wiki:change_your_own_password.png |}} | + | In version **5.6+** {{ :wiki:maintain_users_menu_users.png }} |
| - | 3. Users must enter their **Old Password** to begin with | + | 4. A list of users is displayed on the left. |
| - | + | {{ :wiki:2018-10-05_09h21_01.png }} | |
| - | {{ :wiki:reset_password.png |}} | + | \\ <WRAP center round tip 100%>Please note that **CareFree** and **TMJ** are internal Carefree users and a normal part of your database.</WRAP> |
| - | + | ||
| - | 4. Users must then enter a **New Password** and confirm the new password | + | |
| - | + | ||
| - | 5. Click **Change** once completed | + | |
| ---- | ---- | ||
| - | ==== 2. Note down your username ==== | + | ==== Log in for the first time ==== |
| - | By default, usernames in CareFree are the first name of the user but this can be different. Before your database is updated, you should check that all users know what their username is. Users that are logged in can do this from seeing which name is the bottom left of any CareFree screen. | + | Once you've had confirmation your version of CareFree has been updated, it's time to [[igc_login|log in]]. For confirmation, Users can check which version of CareFree they are using by clicking the title of the username and password dialog box and dragging aside if required. |
| - | Alternatively, administrators can see all see which usernames are on the system by doing the following: | + | {{ :wiki:carefree_version.png }} |
| - | 1. Go to the **Tools** menu at the top of the screen | + | Your username will not automatically be filled, please enter the username that you made [[upgrade_checklist#2._note_down_your_username|note of earlier]]. |
| + | <WRAP center round important 100%> | ||
| + | **Please note:** When entering your password for the first time in the new version, you will need to enter it without capitals.\\ | ||
| - | 2. Go to **Maintain Users** | + | For Example, if your password is normally **CareFree01$**, then enter **carefree01$** |
| + | \\ | ||
| - | 3. Click **Users** | + | This is only required on the first log in. After logging in for the first time, the usual password capitialisation applies |
| - | In version 5.5.7 {{ :wiki:557_maintain_users.png |}} | + | </WRAP> |
| - | In version 5.6+ {{ :wiki:maintain_users_menu_users.png }} | + | You will then be asked to change your password. From version 5.6, CareFree requires users to have a suitably complex password for security reasons. This means that all passwords now need to meet the following criteria |
| + | * Be at least 8 characters long, of which | ||
| + | * At least 1 is an uppercase character | ||
| + | * At least 1 is a lowercase character | ||
| + | * At least 1 is a special character (E.g. £,$,%,&) | ||
| + | * At least 1 is a number | ||
| - | 4. A list of users is displayed on the left.\\ <WRAP center round tip 100%>Please note that **CareFree** and **TMJ** are internal Carefree users and a normal part of your database.</WRAP> | + | \\ <WRAP center round tip 100%>Administators can [[maintaining_carefree_passwords|reset passwords for any user]] if they are struggling to log in.</WRAP> |
| - | ---- | ||
| - | ==== 3. Follow the first time log in rules ==== | ||
upgrade_checklist.1613037129.txt.gz · Last modified: 2021/02/11 10:52 by dominich
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