What do I need to do when I upgrade?

August 27, 2022 checklist 525

Payment Hub User Guide Installation Section (click)

Please keep in mind the following to ensure a successful upgrade:
 

I. Payment Hub Upgrade 

1. Download products from the Mekorma Download page: (mekorma.com)

2. Run Payment Hub installer (Run as Admin)
Note: this needs to be run on all Terminal Servers with GP installed and any local workstations where GP/Mekorma are installed.

3. Launch GP by selecting the option ‘Run as Administrator’
4. Log into GP as ‘sa’
Ensure you have internet access in order to retrieve Registration Keys from Mekorma web services. **See KB article on whitelisting if your firewall prevents access to our server.
5. You will receive prompting to run Mekorma Table Maintenance
Click ‘Yes’ on the message, select companies and process and enable.
6. On the Mekorma Table Maintenance window, mark all the companies, then click ‘Process & Enable Selected Companies’. This will last approximately 45 seconds per company.
7. After the process is completed, relaunch GP.

II. PowerApprovals Upgrade

**Note: you will need PowerApprovals service https://userguide.mekorma.com/invoicecapture/x92/en/topic/upgrading-mekorma-invoice-captureaccount access to the Power Apps service account  at https://make.powerapps.com
 
1. Download the PowerApproval package from the Mekorma Download page

2. Login to the PowerApprovals service account to upload the canvas app and to import the package and perform the flow modification as per the upgrade instructions outlined in the Upgrading Mekorma Power Approvals - PowerApprovals Implementation Guide for GP - 1

 

III. Invoice Capture Upgrade
 
If users are using Payment Hub and Invoice Capture, they should upgrade both to the same version

Contact Mekorma Implementation Services to obtain the installation package. (will be posted on the download page soon)
The package includes an installer for the GP instance and a solution package for the Power App.
Run the Invoice Capture Installer on all machines hosting GP.
Import the Invoice Capture solution into the client’s Power Platform Environment.
Refer to the online instructions for this process: Upgrading Mekorma Invoice Capture - Mekorma Invoice Capture User Manual - Build x92

IV. Remote Payment Services (RPS)

RPS users should upgrade both RPS and Payment Hub simultaneously.

1.       Download the products from the Mekorma Download page

·         Payment Hub

·         Remote Payment Services (Compatible with all GP versions)

2.       Run Payment Hub installer (see section I above)

Note: This needs to be run on all Terminal Servers, workstations with GP and Mekorma installed

3.       Run Remote Payment Services installer

·       Choose Corpay (or Avid) as the Provider during the installation

Note: this needs to be run on all Terminal Servers with GP installed.

1. Launch GP by selecting the option ‘Run as Administrator’
2. Log into GP as ‘sa’
    It will prompt you to run Mekorma Table Maintenance
3. Click ‘Yes’ on the message
4. On the Mekorma Table Maintenance window, mark all the companies, then click ‘Process & Enable Selected Companies’
After the process is completed, relaunch GP.