DVMAX Support :: Patching DVMAX Single User on Windows

Knowledgebase Home

Glossary | Contact | Favorites | User Site | DVMAX Website

Search the Knowledgebase

Browse by Category

Knowledgebase Home > Upgrade / Install > Upgrade

Patching DVMAX Single User on Windows

Operating Systems: Windows XP / Vista / 7 / Server 2003/2008
Applies to versions: 7.0.11 & Higher

Step 1 – Obtaining the DVMAX Practice License Number and Clinic ID

Later on in the installation, you will be prompted for the DVMAX Practice License Number and Clinic ID. You must have this info ready before upgrading.

To obtain the License and Clinic ID:

Log into DVMAX as Administrator.
From the File menu, select License…. Note the License # and Clinic ID.

This only applies to DVMAX Practice version 7. If coming from an older version of DVMAX Practice, a new license is emailed to you from the main office.

Step 2 - Export Users and Passwords

You must export your users and passwords before proceeding with your upgrade. Otherwise you will need to recreate new users and passwords.

To export Users and Passwords:

Log in to DVMAX as the Administrator user.
From the Section menu, select General Management.
The General Management dialog opens. Click the Utilities tab.
Select Set Passwords & Users and click OK. The Tool Box opens.
Click the Groups icon on the left side of the window to change to the Groups view.
Click the Save Users & Groups button below the Groups list.
The Save As dialog opens.
Select your Desktop, name the file passwords7 and click Save.
Close the Tool Box by clicking X in the window title bar.
Quit DVMAX. From the File menu, select Quit.

Step 3 – Back Up Your DVMAX Practice Data

You must have a current back up of your datafile before proceeding with the rest of the upgrade.

Quit DVMAX Single user.
Make a copy of the Datafile folder, which is typically located in:
C:/DVMAXDatabaseFiles/DVMAXDataFolder
Destination may vary – look on other drives if you cannot find the folder.

Step 4 – Quit DVMAX Single User

If you have not done so already, make sure DVMAX Single user is not running.

From the File menu, choose Quit.

Step 5 – Run the DVMAX Updater

Previously, you should have already downloaded and unzipped the latest patch file from the DVMAX user site. If you have not done so yet, proceed to http://users.dvmax.com.

Locate the latest Patch file there – then download and unzip it to the Desktop of your computer.

Open the extracted DVMAX Updater folder

Locate and double-click the DVMAX Updater.exe file

The DVMAX Updater program will open

Choose DVMAX Single User at the top left - a Select File dialog will open:

Navigate to your DVMAX Practice file location, which is typically located in the C:\Program Files\DVMAXProgramFiles7\DVMAXSUFolder.
Select DVMAX.exe file, and click Open.

Setting the License Number and Clinic ID

You must enter a valid DVMAX Practice License Number and Clinic ID before you can download updates.

To set the License Number and Clinic ID:

From the File menu, select Preferences…. The Preferences window will open.

Enter your DVMAX License Number and your Clinic ID.
Leave the # of Updates to Archive set to 5
If you are behind a PROXY, please fill in the appropriate information here. (Most people can leave the Proxy settings blank)
Click Close. Your settings will be validated and you will be returned to the main window.

Installing an Update

Make certain DVMAX Single User is not running before you install an update.

Select the update in the Downloaded Updates list box, and click Install Update.
An Installation Confirmation window displays. Review the information.
Click Install.
When the update has been completed, you will see an alert, “Update completed”. Click OK.
Quit the DVMAX Updater by going to the File menu, and selecting Quit.

Step 6 – Launch DVMAX Single User and Upgrade the Data

To launch the DVMAX Single User program:

Double- click your new Start DVMAX shortcut on the desktop.
A browse window opens. Point it to your datafile, typically located in C:/DVMAXDatabaseFiles/DVMAXDatafileFolder.
The User List will appear. At this point there are no users in DVMAX Practice except the two standard accounts. Select the Administrator user, and click Connect.

The DVMAX application will fully load after a minute. You may see an ‘update progress’ window at the top left corner, indicating the status of the data upgrade. The program may sit at 'Expanding Help Files' for awhile as well.

The upgrade could take minutes to hours, depending on how many updates need to be processed.

Step 7 - Load Users and Passwords

You can import Users and Passwords after the upgrade, providing you saved them earlier in Step 2.

To load Users and Passwords:

Login to DVMAX as the Administrator user if you have not done so already.
From the Section menu, select General Management. The Management Functions dialog opens.
Click the Utilities tab.
Select Set Passwords & Users and click OK. The Tool Box opens.
Click the Groups icon on the left side of the window to change to the Groups view.
Click the Load Users & Groups button below the Groups list.
The Open dialog displays.
Click Desktop and select the Passwords7 file you saved before beginning your upgrade. Select it, and click Open. Users and Passwords are loaded.
Click the Users icon on the left side of the screen.
If desired, select the Administrator user and click Edit to set a password for this user.
Enter the desired password, confirm the password, and click Change.
Click the X in the window title bar to close the Tool Box.