PageGate Upgrade Instructions

PageGate v4 to v5 Upgrade Instructions:

PageGate v4 to v5 Upgrade Instructions:

1. Make sure you have a PGv5 registration key
To verify that you have a PageGate Version 5 registration key, please have a look at your registration information. Contained within the registration information is a “Version” field. The Version field will let you know which version of PageGate the registration information is to be used with.

2. Make a backup of the PG Database
The easiest way to back up PageGate is to do this:
2a. On the computer running the PageGate Server, open the PageGate Admin.
2b. Go to the Program - Settings section.
2c. Make a note of the Database Directory.
2d. Browse to the directory indicated in Step #3.
2e. In this directory, locate the file called pagegate.mdb - This is the PageGate Database and is the only file that needs to be backed up.
2f. Copy this file to a CD, make a copy on a network location, make a copy in a different folder on the current system, the methods of backing up can vary widely.

3. Backup PG log files (optional)
3a. On the computer running the PageGate Server, open the PageGate Admin.
3b. Go to the Program - Settings section.
3c. Make a note of the Logging Directory.
3d. Browse to the directory indicated in Step #3.
3e. In this directory, there will be several files that end in .log - These are your log files.
3f. To backup these files, you could copy them to a CD, make a copy on a network location, make a copy in a different folder on the current system, the methods of backing up can vary widely.

4. Backup the PG v4 program files
In case you want to go back to PG v4, you will want to backup the old program files.
4a. On the computer running the PageGate Server, open the PageGate Admin.
4b. Go to the Program - Settings section.
4c. Make a note of the Program Directory.
4d. Browse to the directory indicated in Step #3.
4e. All of the files in this directory are your Program Files for PageGate.
4f. To backup these files, you could copy them to a CD, make a copy on a network location, make a copy in a different folder on the current system, the methods of backing up can vary widely.

5. Backup PG mailboxes (if using PG as a mail server)
5a. On the computer running the PageGate Server, open the PageGate Admin.
5b. Go to the Program - Settings section.
5c. Make a note of the Program Directory.
5d. Browse to the directory indicated in Step #3.
5e. In this directory, there will be a sub-directory called Mailboxes.
5f. To backup the mailboxes, you could copy the Mailboxes folder to a CD, make a copy on a network location, make a copy in a different folder on the current system, the methods of backing up can vary widely.

6. Backup PG web templates/webpages (if using GetWeb interface)
6a. On the computer running the PageGate Server, open the PageGate Admin.
6b. Go to the Interfaces - GetWeb - Settings section.
6c. Make a note of the Web Pages Directory.
6d. Browse to the directory indicated in Step #3.
6e. In this directory, there will be a sub-directory called Templates.
6f. To backup your webpage templates, you could copy the Templates folder to a CD, make a copy on a network location, make a copy in a different folder on the current system, the methods of backing up can vary widely.

7. Find out if PG is running as an application or system service
To determine whether you are currently running PageGate as an Application or Service:
7a. On the computer running the PageGate Server, open the PageGate Admin.
7b. Go to the Program - Settings section.
7c. In the Program Settings, it will have "Run PageGate As". The option selected is your current run option.

8. Find what credentials PG is using, if running as a service
To determine the credentials PageGate is currently using for its Windows System Services:
8a. Go to the Windows Control Panel.
8b. Open the Administrative Tools.
8c. Open the Service option.
8d. In the Services, scroll through the list of services until you reach the PageGate entries. 8e. Go into the properties of each and every PageGate Service, then go under the Log On tab. All credentials are contained within the Log On tab.

9. Stop all PG Clients
To verify that all PageGate Client are not running, you’ll need to go to each workstation that runs the PageGate Client and close the program, if it is running.

10. Switch PG back to run as an application (if running as a service)
Upgrades tend to work better if PageGate is set to run as an application during the upgrade process. It can be switched back to a service after the upgrade process.
10a. Make sure the PageGate server is still running
10b. Open the PageGate Admin.
10c. Go to the Program section, then go to the Settings section beneath.
10d. Once in the Settings, you should see a section that says "Run PageGate As". Click on Application.
10e. Click on Apply.

11. Uninstall the PageGate mail server service
11a. Choose 'Run' from the Windows Start Menu
11b. In the 'Open' box, type: "c:\program files\pagegate\pgmailserver" /reinstall (be sure to include the quotes)

12. Stop every PG process/application from running
To stop the PageGate Server’s applications and functions:
12a. Go to the computer running the PageGate Server.
12b. Left click on the icon of the pager in the system tray (next to the clock) and select the fourth option (Stop or Quit).
12c. Close the PageGate Admin.
12d. Close the PageGate Monitor.
12e. To verify that everything has been shut down, hit Ctrl+Alt+Del on your keyboard.
12f. Once the task manager comes up, browse through the Applications and Processes tab. There should be nothing the begins with PG in either list. If you see something that begins with PG that’s still in the list, please highlight it and click on End Task.

13. Install/Upgrade instructions
13a. Make a good backup of PageGate's Database, Mailboxes, and Web Templates. For more information on backing up, please review the instructions on How to Backup PageGate.
13b. Once you have backup of the PageGate information, uninstall version 4 of PageGate. When prompted, select the complete uninstallation option.
13c. Download the latest PageGate installation file from our website (http://www.notepage.net - Click on the download button under the PageGate section and save the pgv5.exe file to your desktop).
13d. Run the pgv5.exe file you've just downloaded.
13e. When it asks which installation you wish to run, the ONLY option you want to select is the PageGate Server option.
13f. Unless you need to change the installation directory, you can really just click next through the entire routine until it finishes.
13g. Now that we have version 5 installed, go to your start menu and run the PageGate Admin.
13h. Click on Apply when it prompts you for the options and modules unless you need to specify a different location for the database or logging directories. If you need to specify different directories, do so, then click on Apply.
13i. You should get a message saying that a new database has been created and PageGate must be restarted. Before you start the Admin again, take the copy of the pagegate.mdb file you made and put it in the new Pagegate Database directory (c:\program files\pagegate\database\ by default).
13j. It will ask you if you want to overwrite the file, say yes.
13k. Run the PageGate Admin again.
13l. It should notify you that the database has been updated and that PageGate needs to be restarted. After it does this, run the PageGate Admin again.
13m. Go to the Registration section and enter your PageGate version 5 registration information as the previous registration information won't work with the new program.
13n. After entering the registration information, go to the Program - Settings section.
13o. Once in the Settings, you should see a section that says "Run PageGate As". Click on Windows NT Service.
13p. Click on Apply. Now when you click on Apply, it will ask you for credentials in order to make the change. Typically, if you're already logged into Windows with an account that has Administrative rights to the system, you can actually leave the username and password blank and click on Apply. If, however, you're not logged into Windows on an account that has admin rights, you'll need to give it a username and password that does have admin rights for this system.

14. Install/Upgrade PG Client instructions
To install the latest build of the Version 5 PageGate Client: Note: Make sure you are NOT running the PageGate Client when attempting to upgrade the program.
14a. Download the latest PageGate installation file from our website (http://www.notepage.net - Click on the download button under the PageGate section and save the pgv5.exe file to your desktop).
14b. Once downloaded, run the pgv5.exe file.
14c. When prompted, the ONLY installation option you want to run is the PageGate Client installation.
14d. Unless you need to change the installation directory, you can really just click next through the entire routine until it finishes.

15. Start PG v5
15a. Start the new PG Admin program first, so you can enter the version 5 registration key (you will be automatically prompted for it on startup)
15b. Start the new PG Server program from the Windows Start menu.

16. Verification of PageGate functionality
The simplest way to determine if PageGate is running properly is to open the PageGate Monitor on the PageGate Server. If Server, Scheduler, Client, and Dialers are green, the basic functions of PageGate are running properly.

17. Switch PG to run as a Windows Service if desired
While PageGate is running do the following:
17a. Open the PageGate Admin.
17b. Go to the Program section, then go to the Settings section beneath.
17c. Once in the Settings, you should see a section that says "Run PageGate As". Click on Windows NT Service.
17d. Click on Apply. Now when you click on Apply, it will ask you for credentials in order to make the change. Typically, if you're already logged into Windows with an account that has Administrative rights to the system, you can actually leave the username and password blank and click on Apply. If, however, you're not logged into Windows on an account that has admin rights, you'll need to give it a username and password that does have admin right.