Updating FOUNDATION
Below, you’ll find a detailed guide to installing an update for FOUNDATION. By following these
step-by-step instructions, you‘ll be able to update your server and any client computers to the
latest version of FOUNDATION.
Note*
The Server Update must be installed on your FOUNDATION server only. The Client Update
must be installed on every computer that uses FOUNDATION.
Document Imaging Users
With the release of 16.0.0, the separate imaging database in the Document Imaging Module
has been removed. We implemented a feature that will merge your existing imaging database
into the primary FOUNDATION database.
Please be aware that with this change the time it takes to complete your update will
increase significantly. Due to the increase in time, it is important that you set aside an
appropriate amount of time to complete the update.
SQL Server Information
With the release of 16.0.0, the system requirements for FOUNDATION have changed.
FOUNDATION will now require your edition of Microsoft SQL Server and your Windows operating
system to share the same “architecture” (for example, they must either both be 32-bit or both be
64-bit).
Additionally, if you are using SQL 2005 you will not able to update to 16.0.0. Prior to updating,
ensure you are using SQL 2008 or newer.
Before Updating
Before beginning this update, perform the actions on the next two pages in the order listed:
1. Download the latest Server and Client Update files.
a) In the Client Area of the Foundation website, select Downloads, Current Release.
b) Scroll down the page to locate the latest Foundation Server Installer and Foundation
Client Installer files.
2. Make Sure All Users Are Logged Out of F OUNDATION .
Before Updating (Continued)
3. Backup Your Databases
a) On your server computer, open the FOUNDATION Server Console (double-click the
icon.)
b) If the Windows Authentication checkbox is checked, click Connect.
If it’s unchecked, enter your Database User ID and Password and then click Connect.
c) Open the “Copy” tab.
d) Make a copy of each “Cas_” database.
To do so, click on a database in the left-hand pane, then click the Copy button. Repeat
this step for each of your “Cas_” databases.
Server Update
The Server Update file must be installed on your FOUNDATION server only.
1. Open the Server Update file. When the Welcome window appears, click Next.
2. Verify that the Destination Folder is correct (if not, you can use the Browse button to
select the correct folder).
Click Next.
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3. Click Next to begin the installation.
4. At this point, the Server Update will begin. Progress bars will display as your files are
updated (as shown above).
5. After this part of the update is complete, the Login window will display. Most users will want
to check the Windows Authentication checkbox and click Login.
If this doesn’t work, you may not have administrative rights on the server computer. In that
case, you will need to enter your FOUNDATION login details here.
• In the User ID field, enter “dba”.
• In the Password field, enter the password for your SQL “dba” account.
• In the Server field, leave the default setting. This should show your server name followed
by “\Foundation.”
6. In the Update Database window, do the following:
a) In the right-hand pane, put a checkmark next to each database that needs to be
updated. (If your company doesn’t use the cas_Main or cas_ConsolidatedGL
databases, these databases can be left unchecked.)
b) Make sure that the Reindex checkbox is checked
Also, if you haven’t already made backups of your databases, make sure that the
Backup checkbox is checked
c) When you’ve completed the two steps above, click Update.
7. When you click Update the database updates will be applied.
Note*
The update process may pause at a certain update/schema number for a period of
time. The window may say “Not Responding.” This is not a cause for concern.
Please be patient.
8. After the updates have been applied, you’ll receive a message that “The database updates
have been applied successfully.” Click OK.
9. Click Close.
10. Click Finish.
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Client Update
The Client Update file must be installed on every computer that uses FOUNDATION.
1. Open the Client Update file. When the Welcome window appears, click Next.
2. Make sure that the Install Online Manuals checkbox is checked. Click Next.
3. Click Next to begin the installation.
4. At this point, the Client Update will begin. Progress bars will display as your files are
updated (as shown above).
5. If you’re using Windows XP, you may receive the message shown above. This message
relates to a printing component used by FOUNDATION and isn’t a cause for concern.
If you receive this message click Continue Anyway.
6. Click Finish.
Congratulations! You’ve finished your update! (Remember, this Client Update
must be installed on every computer that uses FOUNDATION.)
Troubleshooting
If you run into problems installing your update to FOUNDATION, check this section to see if the
problem is listed below.
If you don’t find a solution to your problem here, you can log a support call in our system at
http://www.foundationsoft.com/client-support/log-a-call.htm, or you can contact our Technical
Support department for assistance at 800-246-0800.
Unable to Run (or Finish Downloading) the Client Update
When downloading or running a Client Update, some clients may receive a message that the
file has an “unexpected file size.”
Other clients have received a warning message from their anti-virus software, similar to the
picture below.
This is a known issue with certain anti-virus softwares, such as Kaspersky, McAffee, and ESET
NOD32.
In order to install the update, you will need to close (or disable) your antivirus software until after
the installation is complete.
Note*
After disabling your antivirus software, you may need to re-download the Client Update file and
save it to a different location.
Warning Message During Client Update
While installing a Client Update, Windows XP users may receive the following message:
“The software you are installing for this hardware…Printers…has not passed Windows Logo
testing to verify its compatibility with Windows XP."
This message relates to a printing component used by FOUNDATION, and isn’t a cause for
concern.
If you receive this message, please click the Continue Anyway button and continue with your
installation.
Error Message When Upgrading on SQL 2005
While upgrading FOUNDATION, if you are running SQL 2005 or older, you will receive the
following error:
Beginning with the 16.0.0 release, you can no longer update FOUNDATION if you are running
SQL 2005 or older. You must now be using SQL 2008 or newer.
Error Message When Upgrading When SQL Server and Operating System Don’t Match
While upgrading FOUNDATION, if your edition of SQL Server and your Windows operating
system do not match (i.e., one is 32-bit and the other is 64-bit), you will receive the following
error message:
Beginning with the 16.0.0 release, your edition of Microsoft SQL Server and your Windows
operating system to share the same “architecture” (for example, they must either both be 32-bit
or both be 64-bit). 
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Unable to Log-in to F OUNDATION
When you try to log-in to FOUNDATION after an update, you may see a message similar to the
one shown below:
This message means that the version of FOUNDATION installed on your server is different to the
version of FOUNDATION on this computer. To fix this problem, you will need to do one of two
things:
1. If the message starts with “Your database schema number is.....,” then you’ll need to reinstall the Client Update on this computer.
2. If the message starts with “Your application schema number is....,” then you’ll need to reinstall the Server Update on your FOUNDATION server (make sure you install the update on
this database).
Error Messages After Logging-in to F OUNDATION
After completing the Server and Client Updates, some clients have received error messages
upon logging-in to FOUNDATION.
To fix this problem:
1. Log-in to your FOUNDATION server and open the Foundation Server Console. (The icon that
looks like a stack of gold coins.)
2. Open the "Maintenance" tab of the Server Console.
3. On the left of the screen, select the database(s) that you are receiving errors in.
4. Click the Repair DB button.
5. If you are warned that the database is in "Single User Mode," click Yes.
6. You will receive a message that your database "should be fixed." Click the OK button, then
return to your computer and log-in to FOUNDATION.