Installing Vertex (Prior to October 2024)

Pre-Installation Check List

  • Do you know the Vertex installation path?

  • Do you know the SYSTEM user password?

  • Do you know the DA user password?

  • Have all processed payrolls been posted?

Vertex Path

For example, the environment folder is D:\cm\v12\env1, and the Vertex path is D:\cm\v12\env1\V.

Starting the Upgrade

  1. Go to the Vertex directory on the CD.

  2. Start the program called setup.exe.

If Windows 2000 is running through Terminal Services, start setup.exe from the Control Panel > Add/Remove New programs.

Screen 1:

This is the starting screen, after reading this screen, press [Next] to continue or [Cancel] to quit the upgrade procedure.

Screen 2:

The screen will default the username and company code. Please ensure that they are correct and then click [Next] to continue.

Screen 3:

This screen allows the user to select the components required. For a Vertex upgrade there is only one option, the ‘Program Files’ checkbox, and it will automatically be checked. To continue to the next screen, click [Next].

Screen 4:

This is a confirmation screen. After confirming that the current settings are correct, click [Next] to continue.

Screen 5:

Enter the path where the Vertex forms are installed. Click [Next] when completed.

Screen 6:

This is a confirmation screen of the Vertex path entered. Please ensure the setting is correct, then click [Next] to continue.

Screen 7:

The install program will now copy the required files. This is not the end of the installation. After this step, further input is required.

Screen 8:

This screen is asking for the connect string for the database being upgraded. Please ensure that the correct connect string is entered. This is very important if you have both a Test and a Production database. Click [Next] to continue.

Screen 9:

Enter the SYSTEM user password for the database entered on the previous screen. Click [Next] to continue. The install program will verify the password is correct. If it is incorrect, the program will display a message stating that the password is incorrect and will return the user to this screen.

Screen 10:

Enter the DA user password for the database entered previously. Click [Next] to continue. The install program will verify the password is correct. If it is incorrect, the program will display a message stating that the password is incorrect and will return the user to this screen.

Screen 11:

This is the last confirmation screen. Please ensure all information is correct before clicking [Next]. 

The installation program will continue with dropping and importing the new Vertex tables and perform other minor tasks.

Screen 12:

When the installation is complete this screen will appear. Click [OK] to exit the installation program.