Evosus - Version 6.8 (and higher) Download & Installation Instructions

• The person you designate to install the update should have a reasonable understanding of installing software on a server AND will need to log in to Windows as Administrator to complete the installation. Note this is NOT the same as logging into Windows as a user who has Administrator rights. Failing to install Evosus while logged into the computer with the original Administrator credentials will result in issues running Evosus as designed. Some of our clients have a local IT provider install the update, but this is not required so long as you follow the download instructions we provide.

• Note that you will not be able to download the software update installer between the hours of 11 PM PST to 5 AM PST as the installer download lives on Evosus servers that are down during those hours for scheduled routine maintenance.

• The update needs to be installed on your server and/or any computers where Evosus is installed locally - Some of our clients have a single host PC or SQL Server and employees access Evosus using local installs on their desktops. That means you would need to update the host PC or SQL Server and then update all of the employee desktops where Evosus is installed. Some companies have one or more terminal servers where users remotely access Evosus. In this case, you would need to update the terminal server(s) along with any local installs of Evosus that may exist. Many companies with terminal servers still utilize local installs of Evosus at the main location where the servers reside.

*NOTE: In the folder on your server that holds the Install_Evosus.exe client installer, there may also be an Install_EvosusBrowser.exe installer. The EvosusBrowser should not be installed Anywhere except on the SQL Server. If it is, you can expect workstations to receive a No Companies Found message when they start to attempt to log in to Evosus.
 
Evosus - Version 6.8 (and higher) Download & Installation
*NOTE: The instructions for download and installation are the same for versions newer than 6.8 as well.
Step 1: Verify you're eligible to install the Evosus version update
Are you using a supported operating system? 
Version 6.8 is not compatible with older operating systems. Review the list below to determine if you meet the requirements. Contact your Account Manager if you have questions about upgrading the operating system on your server.

• Legacy Hardware Requirements
• Legacy Software Requirements

 
Host PC/Local Installations  
Server  Are you using a supported version of SQL?  Version 6.8 is not compatible with older versions of Microsoft SQL Server. Talk to your tech if you don't know what version of SQL you are using. Contact your Account Manager if you have questions about upgrading your Microsoft SQL Server.
Microsoft SQL Standard 2022  (until Jan 11 2028)
Microsoft SQL Standard 2019 (until Feb 28 2025)

Are you on Evosus version 6.3.x or greater?
You have to be on Evosus version 6.3.X or above to upgrade to version 6.8. If you're on version 6.0.X, 6.1.X, or 6.2.X you'll need our help to upgrade. Contact your Account Manager and we can schedule a time to help with your upgrade.
How do you figure out what version of Evosus you're using?

1. Log into Evosus.
2. Select Help > About in the toolbar at the top of the screen.
3. The version of Evosus you are using is at the top of the screen that appears.

 
Microsoft Outlook
Microsoft Outlook 2021 (from Office 365 or Volume License editions only)


Are you using Evosus Card Services?
If you do not use integrated card processing, you can upgrade to version 6.8 right now.

DO NOT UPGRADE if you're using OpenEdge for integrated card processing and you're currently using Evosus version 6.4 or below. Please login to support.evosus.com to create a support case or give us a call at 360-735-9510 ext. 2 before moving forward.
 
Are you logged in as Username ADMINISTRATOR?
You must be logged in to the computer (not Evosus) as ADMINISTRATOR to install the application. Installing/updating Evosus while logged into a non-administrative account or an account that is a part of the administrators group WILL cause problems. If you don't have access to THE ADMINISTRATOR account, you need to contact your IT Support and have someone with access to that account install the application.
 
Step 2: READ AND SHARE THE RELEASE NOTES
Review the release notes  so that you understand what changes are included in this release. You should also distribute them to all Evosus users to ensure they are prepared for the changes.

Step 3: DOWNLOAD THE INSTALLATION FILE
Click here to download the installer.

The installer is not available between 11 PM PST and 5 AM PST because our servers perform nightly maintenance tasks during these hours.

Step 4: MOVE THE INSTALLATION FILE TO THE EVOSUS SHARE FOLDER ON YOUR SERVER
If you don't know where your Windows Evosus Share folder is, the file's location can be found inside of Evosus System Parameters. Go to Administration > System > Evosus Defaults > System Parameters > Open the System tab > Evosus Share UNC Path field.
Create a folder in the Evosus Share folder for the installer. For example, create a new folder in the share titled "6.8 Release".

• The name of the folder isn't important. Creating a new folder just keeps the installers organized for you.
• Move the Release.zip folder to the folder that you just created on the Evosus Share folder.
• Extract the installer. For example, right click on the Release.zip folder and select Extract All from the menu that appears.

1. Install_Evosus: This is probably the only file that you'll need.
2. Install_EvosusBrowser: Only needed for first-time installations and is typically for Evosus use only. Do not install this on any computer other than the SQL Server
3. Install_Evosus_On_PC_Silently: Only used if you have a large number of local installs and knowledge of centralized software distribution. We do not support a specific implementation for remote software execution.
4. *No longer used* Install_Evosus_On_TerminalServer

• The Evosus Service Host runs your Evosus Windows Services such as the Evosus Daemon Service, Evosus Mobile Service, and more.

To verify which server functions as your Evosus Service Host, log into Evosus and select Help > About. The server appears in the Evosus Service Host Computer field. You can also go to Administration > System > Evosus Defaults > System Parameters. On the System tab, locate the Evosus Service Host parameter. The server name in this field is the server hosting the Evosus Windows Services.
 
 
SQL SERVER, HOST PC, or Remote Desktop Server
Follow these steps to install Evosus on your SQL server, or local workstations.

Verify the Evosus Service Host has already been updated. The Evosus Service Host must be the first thing upgraded. (The Evosus Service Host runs your Evosus Windows Services: Evosus Daemon Service, and Evosus Mobile Service.)

To verify which server functions as the Evosus Service Host, log into Evosus and select Help > About. The server appears in the Evosus Service Host Computer field. You can also go to Administration > System > Evosus Defaults > System Parameters. On the System tab, locate the Evosus Service Host parameter. The server name in this field is the server hosting the Evosus Windows Services.

1. Log into the Windows on the server as ADMINISTRATOR
   1. Contact your local IT support if you're not able to log into Windows as ADMINISTRATOR
   2. The update will not install correctly if the Windows account does not have the proper permissions.
2. Verify that all users have logged out of Evosus.
3. Locate the Evosus share folder that you created in Step 4 above.
4. If the shared Evosus folder does not reside on this Server\Host PC, Copy the Install_Evosus.exe file to the local computer
5. Right-click on the Install_Evosus file and select Run as Administrator.
6. Follow the prompts to complete the install.
7. Once the installation is complete, run the Evosus application and log in.
   1. The database upgrade script will appear. DO NOT close Evosus until the upgrade script is complete.
   2. If Evosus does not open or errors appear when attempting to open, make sure no one else is on the machine or logged into Evosus. Then reinstall the software.
   3. If errors continue, contact your Account Manager.
8. If you did not update the Evosus Service Host first, you will receive a message that the upgrade script cannot be completed. The message will identify which computer is the Evosus Service Host. You must update this computer first, including logging into Evosus to run the upgrade script, then run the update on all remaining servers and local installs.
9. Exit Evosus. At this point, you can begin updating local installs of Evosus if you have any in your business.

Step 6: UPDATE THE EVOSUS VERSION ON ANY LOCAL INSTALLATIONS OF EVOSUS

Repeat the steps below on all local installations. Evosus will not run on local machines if their version of Evosus does not match the version installed on the server!!!

If you have a terminal server, you do not have to perform these steps on workstations that access the application using the terminal server.

1. Log into the workstation using the Windows Username ADMINISTRATOR.
   1. Installing the application while logged into a non-administrative account WILL cause problems. If you don't have access to an ADMINISTRATOR account, you need to contact your IT Support and have someone with access to that account install the application.
2. Locate the Evosus share folder that you created in Step 4 above.
3. Open the Software Installation Folder
4. Copy the Install_Evosus.exe file to the local computer.
5. Right click on the Install_Evosus file and select Run as Administrator.
   1. You must select the Run as Administrator option even though you're logged in using an administrator account.
6. Follow the prompts to complete the install.
   1. Why is the installer asking for the SQL server instance? If the installer cannot locate the SQL server, it will ask you where it is located. Enter the path to the instance. For example, if your SQL server is named SQLSERVER, the path to your SQL server instance would be SQLSERVER\Evosus.
   2. What you enter depends on how SQL server was installed. You can find this information from the login screen (image below)
7. Once the installation is complete, run the Evosus application and log in.
8. Verify that the application is running correctly. For example, verify that no error messages appear when the application is launched.