Upgrade from 7.x to 8.0

​

Upgrade Windows client

For: SuperOffice 7.5 Server and SuperOffice 7.5 Windows Clients. Actions: For all scenarios where the customer does not have Customer Service already installed and configured:

• Find SMTP server to use, and make sure relaying from CS server is enabled
• Set DNS record ready for CS (support.company.com)
• Setup of the first mailbox in CS (to be able to handle bounces)

Steps:

1. Upgrade CRM Server
2. Upgrade Windows Clients (only if you are going to use “SuperOffice 8 Windows client”)
3. Install SuperOffice 8 Web
4. Install SuperOffice 8 Service

​

Upgrade Win + Web or Web

For: SuperOffice 7.5 Server, SuperOffice 7.5 Web, and/or SuperOffice 7.5 Windows clients. Actions: For all scenarios where the customer does not have Customer Service already installed and configured:

• Find SMTP server to use, and make sure relaying from CS server is enabled
• Set DNS record ready for CS (support.company.com)
• Setup of the first mailbox in CS (to be able to handle bounces)

Steps:

1. Upgrade CRM Server
2. Upgrade Windows Clients (only if you are going to use “SuperOffice 8 Windows App”)
3. Upgrade CRM Web
4. Install SuperOffice 8 Service

​

Upgrade CS or CS + Windows client

For: SuperOffice 7.5 Server, SuperOffice 7.5 Customer Service, and/or SuperOffice 7.5 Windows clients Steps:

1. Upgrade CRM Server
2. Upgrade Windows Clients (only if you are going to use “SuperOffice 8 Windows App”)
3. Upgrade SuperOffice 7.5 NetServer to SuperOffice 8 NetServer
   • If CS runs on Remote NetServer: It is possible to merge CS NetServer and Web NetServer for a more lean administration
4. Upgrade SuperOffice 7.5 CS to SuperOffice 8 Service
5. Install SuperOffice 8 Web

​

Upgrade Win + Web + CS or Web + CS

For: SuperOffice 7.5 Server, SuperOffice 7.5 Customer Service, SuperOffice 7.5 Web, and/or SuperOffice 7.5 Windows clients Actions:

1. Upgrade CRM Server
2. Upgrade Windows Clients (only if you are going to use “SuperOffice 8 Windows App”)
3. Upgrade NetServer
   • If CS runs on Remote NetServer: It is possible to merge CS NetServer and Web NetServer for a more lean administration
4. Upgrade SuperOffice 7 CS to SuperOffice 8 Service
5. Upgrade CRM Web

​

Upgrade SuperOffice 7.0 or 7.1

For: SuperOffice 7.0 or 7.1 Server Actions:

1. You must upgrade to SuperOffice 7.5 first!
2. Then complete the upgrade to SuperOffice 8.0