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4. Symphony Suite Licensing & Updates

Updating your Symphony Suite license / software is a four step process:

  1. Update your Symphony Profiler Software
  2. Update your Symphony Profiler License
  3. Update your Symphony OCR Software
  4. Update your Symphony OCR License

The following are instructions for doing each of these operations:

Updating your Symphony Profiler license / software is a two step process, the first, is to update your Symphony Profiler software, and the second is to update your Symphony Profiler license.  The following are instructions for doing each of these operations:

Update Symphony Profiler Software

These steps assume that you have received an email instructing you to update your Symphony installation.  Depending on the update notification, that email may contain your client code and/or license number.

  1. Connect to the workstation that Symphony Profiler Processor is running on (this is usually the indexer PC)
  2. In the Symphony Profiler Processor application, click Help > Check for Updates.  Save to your desktop
  3. Double-click the Symphony Profiler installer
  4. Click "Next", then "I Agree"
  5. Leave the installation folder as the root of the *network* folder that contains your Symphony Profiler installation (if you are updating, this should be pre-filled), then click "Next"
  6. After the installation completes, leave the "Install Symphony Profiler Processor" checkbox checked, then click "Finish"
  7. The Symphony Profiler Processor installer will now launch
  8. Click "Next"
  9. Leave the installation folder as the default (this will be installing to the local C drive of the workstation), click "Next"
  10. After the installation finishes, leave the "Start Symphony Profiler Processor" checkbox checked, then click "Finish"
  11. The new version of Symphony Profiler Processor will launch

That's all there is to it!

Note for if users have the local workstation component installed on their computers (the component is not technically required, but many still have it and prefer it): Once the back-end is updated, the workstations will receive an update notification the next time Symphony Profiler Workstation is launched (normally when users log in) - to get the Workstation update sooner, you can close Symphony Profiler Workstation and re-launch it, then follow the update prompts.

Update Symphony Profiler License

Starting with version 1.7.28, Symphony Profiler will have an 'Automatic License Update' feature.  Basically, after you've paid your yearly invoice with Trumpet, a new license is automatically generated.  So if your installation has access to the Trumpet servers, Symphony Profiler will see this new license, download and install.

Note:  Symphony will check for a new license once every 3 days under normal circumstances, and once per day when your license is within 30 days of expiring.

If you've paid your invoice (and received notification of a new license) and don't want to wait for the automatic update to kick in, you can perform the following steps:

  • Open the Symphony Profiler Processor (from the Indexer workstation)
  • Navigate to Edit -> Preferences
  • Select "Licensing" in the left hand navigation panel
  • Select 'Check for Latest License' button on this page. 

This will manually trigger Symphony Profiler to retrieve the updated license from Trumpet's servers.  As mentioned, all of this assumes your installation has access to Trumpet's servers.  If a connection cannot be established, you can always copy/paste your new license into this screen.

When you receive notification from Trumpet that your new license is generated, it is still highly recommended that you A) update your installation to the latest version of the software, and B) verify your license has been updated.

Updating your Symphony OCR license / software is a two step process, the first, is to update your Symphony OCR software, and the second is to update your Symphony OCR license.  The following are instructions for doing each of these operations:

Update Symphony OCR Software

These steps assume that you have received an email instructing you to update your Symphony installation.  Depending on the update notification, that email may contain your client code and/or license number.

  1. Connect to the workstation that Symphony OCR is running on
  2. From the upper right-hand corner of the Symphony OCR main page, click the 'Check for Updates' link

    Check for Updates location

  3. Save the Symphony OCR installer to your desktop or browser
  4. Once the installer has finished downloading, double-click to launch the install
  5. Click "Next", then "I Agree"
  6. Leave the installation folder as the default, then click "Next"
  7. Leave the selected radio button under "How would you like to run Symphony OCR", and click "Next". Alternatively, if you'd like to adjust this then do so now to change the way it runs (Service vs logged in user)
  8. After the installation completes, leave the "Start Symphony OCR" checkbox checked, then click "Finish"
  9. Symphony OCR will launch

That's all there is to it!

Update Symphony OCR License

Starting with version 6.4.96, Symphony OCR will have an 'Automatic License Update' feature.  Basically, after you've paid your yearly invoice with Trumpet, a new license is automatically generated.  So if your installation has access to the Trumpet servers, Symphony OCR will see this new license, download and install.

Note:  Symphony will check for a new license once every 3 days under normal circumstances, and once per day when your license is within 30 days of expiring.

If you've paid your invoice (and received notification of a new license) and don't want to wait for the automatic update to kick in, you can perform the following steps:

  • Navigate to the Licensing Page by selecting the Licensing link in the left hand navigation panel of Symphony OCR.
  • Select the "Check for Updated License" link on this page. 
  • This will manually trigger Symphony OCR to retrieve the updated license from Trumpet's servers. 

As mentioned, all of this assumes your installation has access to Trumpet's servers.  If a connection cannot be established, you can always copy/paste your new license into this screen.

When you receive notification from Trumpet that your new license is generated, it is still highly recommended that you A) update your installation to the latest version of the software, and B) verify your license has been updated.

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