Upgrading EXACT

Automatic EXACT Updates!

To check if you’re enabled for EXACT Automatic Updates, log into EXACT, click Help, About to see your weekly update day/time (Visible from v13.191+).
New EXACT builds are made available at different days/times each week so it’s common to go a few weeks without an update.
We also stagger our updates to customers as is common with new software builds so we can safely confirm features and fixes are working as designed.
Once you have upgraded to a new version of EXACT you will soon be automatically enabled for automatic updates unless you contact us to Opt Out.

Upgrading EXACT Manually

Before you begin:

  1. If you are upgrading from Version 10 or have any concerns about the upgrade process please contact SOE Support.

  2. Check that you are on the Server as the upgrade must only be run from there. To reduce the risk of install issues log into Windows as a user with full Administration rights (as an administrator user)

  3. Review the System Requirements to make sure your server and workstations meet the current minimum requirements and that all Anti Virus Exclusions have been added to your Anti Virus Software.

  4. Prepare the practice for the downtime while the upgrade is running. The larger your EXACT database files are and the greater jump between EXACT versions the longer the upgrade duration will be.

Our new installer automatically backs up your data before the upgrade begins so you don’t have to!

1. If logged into EXact on the server click the Portal button in the top right (if it exists)

Or visit https://portal.softwareofexcellence.com (log in using your practice ID)
Click “Update Now” or “Find out more”, then Click “download update”

2. Once the download has finished, run the file. The New Web Installer will check what EXACT version you are currently using and if the server requires an EXACT update.
3. If it does not require an update the black window will notify you of this and you can press any key to exit.
If you do require an update the new version will begin to download and launch an install wizard.
Simply click next until the process begins. Leave the install and Data path as default (C:\Program Files (x86)\Software of Excellence\EXACT Server) and click “Yes” to upgrade the databases (you may have a “Demo” as well as the live data)

4. Once the EXACT Server installation is complete the Workstation Monitor will have appeared on your screen, any current/active workstations that are turned on should automatically update within a few minutes and turn green.
It is best to log into EXACT on a few workstations to confirm they’re working ok and not fully rely on the upgrade monitor screen as it can take a while to refresh.

Installing EXACT Workstation

The upgrading of EXACT workstations should happen automatically during the above process whether they were turned on or not during the upgrade (please allow 5 minutes if the workstation has just been turned on)
The below may be required in rare circumstances or if you have a new workstation.

To install EXACT on a workstation go to the following location and run this file
\\{server}\exactresources\WorkstationInstaller\Install EXACT Workstation.exe (change {server} to your server name)

Click “next” a few times until the installation begins.
If you have any issues with the installation or logging in following an install or upgrade please contact SOE Support.