Updating to Genie Version 9.3.X

Before running the update, you will need to ensure that your practice meets the following:

• Genie Hardware Specifications
• Operating System Requirements
  • As of v9.2.1 and above, Windows 7 and OSX 10.11 El Capitan and below are no longer supported. You must update your operating system to proceed with the update.
  • If your server runs a Windows operating system, you must ensure it has been updated to a 64-bit version of the OS before updating as the update cannot be completed on a 32-bit Windows server

Once you have confirmed the above, you will be ready to start with the steps below.

1. Perform a verify. In the Genie Server application, go to Help > Maintenance & Security Centre. Select Verify on the left, then click Verify the Records and the Indexes. If this produces 3 tick icons, you can proceed with the below steps. If any crosses are returned, do not proceed and contact Genie Support before continuing;
2. Import any offsite logs;
3. Perform a backup of your data;
4. Quit all instances of Genie Client as well as Genie Server;
5. Download the Genie Installer file from: https://www.geniesolutions.com.au/install

If you are currently on v9.3.4 and utilising Online Patient Registration Forms, your current cloud adapter will need to be uninstalled using these steps before proceeding with the below update to v9.3.6.

Once you have met the requirements outlined in the Essential prerequisites section, you can proceed to the update itself.

After the Genie Server application has been closed or the Server as a Service has been stopped, begin the following:

1. Double-click on the installer and accept the licensing prompts.
2. From the Select Components window, tick Update currently installed application(s) to Genie 9.3.x.
3. Click Next and tick the declaration to confirm that your networked computers are running the appropriate operating system(s).
4. Click Install and allow the update to run to completion.
5. Open the Genie Solo application on the Server machine.
6. Depending on the version of Genie you’re updating from, you may receive a prompt letting you know that the data file will need to be converted to work with 4D v17. Click OK to proceed.

7. Click the Update button when prompted with the window below.

8. Allow Genie to update the data, then quit the Genie Solo application and open the Genie Server application.

Note: Genie Solo may need to restart to finish updating the data. Allow it to do so, and then quit the application when it returns you to the login window.

9. Log into the Genie Client application on each workstation. You will receive a message advising that your network version is older than your server version. Click Update.
10. 

Please note: If you use offsite logging, you will need to run the installer on your laptop, again selecting the Update currently installed application(s) to Genie 9.3.x option. This will usually only be required if there is a difference between the operating systems of the laptop and the Server machine e.g. the Genie Server runs on a Windows, but the laptop used for offsite logging is a Mac. If the laptop is the same operating system as the Server, the Solo application should be updated automatically at the same time as the Client application on the laptop.

Genie fails to launch when restarting the Genie Solo application.
Delete any existing Genie Solo applications within the Genie folder. Re-run the Genie Installer selecting only the Single User Application from under ‘Full Installation’ in the Select Components window.

Genie fails to launch successfully when you restart the Genie Server application.
Delete any existing Genie Server applications within the Genie folder. Re-run the Genie Installer selecting only the Genie Server Application from under ‘Full Installation’ in the Select Components window.

The Genie Client application does not successfully update and advises each time you try to open that the versions do not match.
Delete any existing Genie Client applications within the Genie folder. Run the Genie Installer selecting the Genie Client option in the Select Components window.

The Genie Client application does not automatically connect to your Genie Server application.
You will need to use the custom connect feature to direct your Genie Client application to the Genie Server:

1. Double-click on your Genie Client application and immediately hold down the Alt/Option key on your keyboard.
2. A Connection to 4D Server window will appear.
3. Select the Custom tab.
4. Enter Genie in the Database Name field.
5. Enter the IP address of your server computer in the Network Address field. Note: The server IP address is displayed under System Information on the Monitor tab of the 4D Server Administration window.
6. Click OK.

For further assistance with upgrade issues please contact Genie Support