Admin Tools: Version Manager
Use the Version Manager tool to manage how and when service packs and critical patches (periodic maintenance releases previously known as hot updates) are applied to your Encompass software.
By default, service packs and critical patches are applied automatically to all your Encompass users. You also have the option to manually approve each service pack or critical patch before it is applied. If you select the manual option, you can test each service pack or critical patch in a test environment prior to applying it to your Encompass system.
With manual updates, you must open the Version Manager to review and approve new service packs or critical patches as they become available. Otherwise, they will not be applied.
Open Version Manager
-
Access each of the end-user computers where the Encompass SmartClient application is installed.
-
On the Windows task bar, click the Start menu or Start icon, navigate to the Ellie Mae Encompass program folder, and then click Admin Tools.
-
Double-click Version Manager.
-
If you are prompted
to log in to the server, type the User ID, Password, and Server that you
use to log in to Encompass as the admin user.
Apply Service Packs and Critical Patches Automatically
Note: No further configuration is required. Service packs and critical patches will be automatically installed as they become available.
Apply Service Packs and Critical Patches Manually
-
Select the option to apply service packs and critical patches manually.
-
To apply a service pack or critical patch to all your Encompass users, select a service pack or critical patch from the Service Packs & Critical Patches list, and then click Approve.
Apply Service Packs or Critical Patches to a Test Environment
When you select the manual update option, a Test Client ID is automatically generated and displays at the bottom of the screen. The Test client ID allows your company to test a service pack or critical patch before applying it to all your users.
Create a Test Environment
-
Download the CreateSCShortcut ZIP file from http://download.elliemae.com/encompass/support/CreateSCShortcut.zip.
-
Extract the contents of the ZIP file. The process will vary depending on your ZIP application.
-
In the CreateSCShortcut folder, double-click the CreateSCShortcut.exe program, and click Run.
-
Type a name for the shortcut,and then click Create to create a desktop icon for your test environment.
-
Double-click the icon for the test environment, and then click Run.
-
Enter your Test Client ID in the login dialog, and then click Login to connect to your test environment.
Configure Version Manager in Your Test Environment
-
Log in to your test environment using your Test Client ID.
-
Open the Version Manager as described in the Open Version Manager procedure above.
-
Select the automatic or manual options for applying service packs and critical patches.
-
If you selected the manual option, select a service pack or critical patch, and then click Approve.
-
To test the service pack or critical patch, close the Version Manager, close the Admin Tools, and open your Encompass test environment.