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upgrade_checklist
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upgrade_checklist [2021/02/11 17:08] dominich [3. Log in for the first time] |
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]]. | ||
| Line 5: | Line 5: | ||
| ---- | ---- | ||
| - | ==== 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 | + | |
| - | * 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. | + | |
| - | + | ||
| - | To [[maintaining_carefree_passwords#change_your_own_password|change your own password]], you need to do the following: | + | |
| - | + | ||
| - | 1. Go to **Tools** | + | |
| - | + | ||
| - | 2. Click **Change password** | + | |
| - | + | ||
| - | In version 5.5.7 {{ :wiki:557_change_own_password.png |}} | + | |
| - | + | ||
| - | In version 5.6+ {{ :wiki:change_your_own_password.png |}} | + | |
| - | + | ||
| - | 3. Users must enter their **Old Password** to begin with | + | |
| - | + | ||
| - | {{ :wiki:reset_password.png |}} | + | |
| - | + | ||
| - | 4. Users must then enter a **New Password** and confirm the new password | + | |
| - | + | ||
| - | 5. Click **Change** once completed | + | |
| - | + | ||
| - | ---- | + | |
| - | ==== 2. Note down your username ==== | + | |
| 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. | 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. | ||
| Line 45: | Line 16: | ||
| 3. Click **Users** | 3. Click **Users** | ||
| - | In version 5.5.7 {{ :wiki:557_maintain_users.png |}} | + | In version **5.5.7** {{ :wiki:557_maintain_users.png |}} |
| - | In version 5.6+ {{ :wiki:maintain_users_menu_users.png }} | + | In version **5.6+** {{ :wiki:maintain_users_menu_users.png }} |
| 4. A list of users is displayed on the left. | 4. A list of users is displayed on the left. | ||
| Line 54: | Line 25: | ||
| ---- | ---- | ||
| - | ==== 3. Log in for the first time ==== | + | ==== Log in for the first time ==== |
| 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. | 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. | ||
| Line 69: | Line 40: | ||
| </WRAP> | </WRAP> | ||
| - | Any Users whose passwords which do not meet [[upgrade_checklist#1._ensure_your_password_is_complex|the new requirements]] will be asked to change them when they log in. | + | 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 | ||
| + | |||
| + | \\ <WRAP center round tip 100%>Administators can [[maintaining_carefree_passwords|reset passwords for any user]] if they are struggling to log in.</WRAP> | ||
| - | Administators can [[maintaining_carefree_passwords|reset passwords for any user]] as required if they are struggling to log in. | ||
upgrade_checklist.1613059738.txt.gz · Last modified: 2021/02/11 17:08 by dominich
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