Use these instructions for the following upgrades:

To upgrade MarketingPilot you will need to perform the following steps:

• Upgrade the database.
• Upgrade the Web Server software.
• Run the Database Connection Wizard to provide a connection from the Web Server software to the database.

1. Download the MarketingPilot Database Upgrade Utility

• Download the MarketingPilot Web Server Database Upgrade Utility.

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• Extract the MarketingPilot Web Server Database Upgrade Utility program from the zip file.
• The Upgrade Utility must be run on the database server.

2. Create a Data Source for the Upgrade Utility

• Login on the database server, or a computer from which you want to run the database upgrade utility.
• Create a Data Source for the Upgrade Utility. The upgrade utility requires a Data Source to connect to the MarketingPilot database.
  • In Windows click on the Start button, then click on Settings, then Administrative Tools.
  • Click on Data Sources (ODBC).
  • Click on the System DSN tab.
  • Click on Add to launch the DSN Wizard.
  • Select the “SQL Server” driver if your database server is running SQL Server 2000 or select the “SQL Native Client” driver if you are using SQL Server 2005.

• Click Finish.
• The Data Source must be named “MarketingPilot.” Select the Server or type in the IP Address of the Server where the SQL Server database is located. If your database server is running Express or 2005 SQL Server, you may need to specify an instance name in addition to the server name or IP address. The syntax for specifying an instance name is <IP or computer name>\<instance name>. Examples are:
  • MADISON3\SQLEXPRESS
    • Madison3 is the name of the server.
    • SQL Express is the name of the instance.
  • 123.12.12.12\PRIMARY
    • 123.12.12.12 is the IP of the server.
    • Primary is the name of the instance.

• Click Next.
• Specify the SQL Server Login ID to use.

• Click Next.
• Change the default database to MarketingPilot.

• Click Next.

• Click Finish.
• Click Test Data Source to validate your DSN.

3. Run the Database Upgrade Utility

• Double-click on the Upgrade Utility icon to start the program. You are prompted to provide dbo login credentials.

• The Upgrade Utility has 5 main phases. As the Upgrade Utility progresses, it will display its progress via a window with status bars and a console.

• When you see the “Conversion Complete” message in the console the upgrade is completed.
• Close the Upgrade Utility.

Go to the next step, Web Server installation Instructions.