Upgrading to template version 5

Learn how to upgrade to template version 5.

Steps you have to do:

  • Patch your system to the latest WIN version (8.2.8.2568 or higher)

  • Patch you system to the latest WEB version (8.2.8.2574 or higher)

  • Patch cockpit to the latest version (8.2.8.4549 or higher)

  • Upgrade the template to version 5

  • Check which parts of trinity your customer wants to use and activate the crm processes:

    • Trinity Roles

    • Trinity Private Customer

After upgrading to the template version 5 you have to compare the designer elements of your configuration to the TE_ISI configuration. Designer elements which have been copied to your config are not overwritten, so you might not see all changes.

To find all designer elements which are used for trinity, you can use a feature of the designer: