Completing the Upgrade

Having performed a Full Installation of Email Signature Manager, start the main application and complete Product Configuration Wizard as follows:
 

1.On the Introduction page, click the Next button.
 

2.On the Installation Type page, select Existing Installation and click the Next button.
 

3.On the Existing Installation page, choose either to import your old settings database or upgrade your existing SQL Server database as appropriate, and click the Next button.
 
è If you are importing an Access database, then select it on the Import Access Database page and click the Next button.
è If you are upgrading an existing SQL Server database, enter the details on the Upgrade SQL Server Database page and click the Next button (note SQL Server Authentication is required; please read the Dedicated Login section in this topic for more information).

4.On the Database Connection Established page, click the Next button.
 

5.On the Environment Configuration page, it is recommended that you select Configure Environment Now to complete the configuration of Email Signature Manager for your type of Exchange environment; however, this step can be skipped and completed at a later stage. When you have selected the appropriate option, click the Next button.
 

6.If you selected the Configure Environment Now option, the Environment Configuration dialog will be opened and where possible, the wizard will have migrated any previous configuration. If necessary, select the appropriate option that describes your Exchange environment and enter the details of the service account(s) as required; it is recommended to use the Test button to ensure that each account has been properly configured. Click the OK button to proceed to the final step of the wizard or the Cancel button to return to the Environment Configuration page of the wizard.
 

7.The Finished page of the wizard will report on the current configuration of the product. Click the Finish button to close the wizard.
 

8.If you are using Email Signature Manager Transport Agent, upgrade each server where it is installed.

Note The Exchange Transport Service must be restarted to complete the upgrade; the installer can do this automatically or you can manually restart the service.

 
After the wizard has been completed, your existing signatures and deployment configuration should now be available and if the Exchange environment has been configured, the Email Signature Manager Service will start to deploy and generate signatures. You can now complete the upgrade using the following steps:

1.Use the Status Monitor dialog to verify that the service is working.

2.Arrange for the new Email Signature Manager Agent to be executed on your end users' computers. There are a number of ways of achieving this; please refer to this topic.
 

Congratulations! You have now completed the upgrade of the product and the users in your organization should have signatures deployed just as they did with your previous version.

Other post-installation tasks that you may wish to complete are:

•The Email Signature Manager Transport Agent can be used to inject signatures into email sent from mobile devices when using On-Premises Exchange Server; please refer to this topic.

•From v7.0 upwards, it is not possible to share the Built-in Database. Therefore, if you wish to manage the database from multiple computers, you need to migrate to SQL Server if you are presently using the built-in (Access) database, and then you can perform a Manager Only installation of the product on the appropriate computers; please refer to this topic for more information.

Note The Transport Agent cannot be used with Office 365. Office 365 customers are recommended to use Signature 365, a powerful cloud solution designed specifically for Office 365.