Overview

Before you upgrade any software, ensure that you back up your current Workplace Suite database If you are using an external MS SQL Database, back up the Workplace Suite database manually. Before upgrading, verify that you are running Xerox Workplace Suite software version 5.0 or greater For upgrade instructions for earlier versions of the software, refer to the Xerox Workplace Suite Upgrade Guide for Print Management and Mobility Suite, Mobile Print, and PrintSafe. Important: If you access the print server using the Microsoft Remote Desktop Connection, disable Printer Redirection. Before you install the new Prerequisite software, verify that Microsoft .NET Framework 4.5.2 or greater is installed. Important: If you access the server using the Microsoft Remote Desktop Connection application, disable Printer Redirection. Note: Typically, your current installation settings are retained during an upgrade To avoid losing your data, do not change the SQL Server selection setting unless you are instructed to do so. A new version of the Workplace Client software is available It is recommended that you upgrade the Workplace Client software to the latest version. The Print Management Direct Print feature requires Workplace Client software version 5.4. To upgrade the Workplace Client software, follow the instructions in the Xerox Workplace Suite Print Management Workflow User Guide Install the Workplace Suite Client software for Client Print Server Configurations.  Click on the links for additional information: From the Administrator Tool, select Company > Maintenance > Backup and Restore . Click Actions . Click Backup .  The backup file is stored on the local file system at C:\ProgramData\Xerox\XMP|BackupAndRestore If required, copy the backup file to another location. Select Show Options > Local Resources Ensure that the check box for Printers is cleared, then click Connect . Uninstall the Xerox Mobile Print Solution, PrintSafe software, or prerequisite software for Xerox Print Management and Mobility Suite. Select  Start > Control Panel > Uninstall a Program . From the Program list, select Xerox Mobile Print Prerequisites , Xerox PrintSafe Prerequisites , or the Xerox Print Management and Mobility Suite Prerequisite . Click Uninstall . Select  Start > Control Panel > Uninstall a Program . From the Program list, select Xerox Mobile Print Prerequisites , Xerox PrintSafe Prerequisites , or the Xerox Print Management and Mobility Suite Prerequisite . Click Uninstall . When prompted, restart the server. Before upgrading the software, verify that the Xerox Mobile Print Solution, PrintSafe Prerequisite software, and Xerox Global Print Driver files are uninstalled: Select Control Panel > View Devices and Printers , or click the Devices and Printers icon. In the Printer and Devices window, highlight one printer The menu bar changes. From the menu bar, select Print Server Properties . Select the Drivers tab. Review the Installed Printer Drivers list, and, if shown, remove the following drivers: Xerox Global Print Driver PCL Xerox Global Print Driver PCL6 Xerox Global Print Driver PS Select Control Panel > View Devices and Printers , or click the Devices and Printers icon. In the Printer and Devices window, highlight one printer The menu bar changes. From the menu bar, select Print Server Properties . Select the Drivers tab. Review the Installed Printer Drivers list, and, if shown, remove the following drivers: Xerox Global Print Driver PCL Xerox Global Print Driver PCL6 Xerox Global Print Driver PS Xerox Global Print Driver PCL Xerox Global Print Driver PCL6 Xerox Global Print Driver PS To remove a print driver from the list, perform the following procedure: Highlight the driver file, then click Remove . Select Remove driver and package , then click OK . Click OK , click Delete , then click OK . To remove any remaining print driver files from the Installed Printer Drivers list, repeat the steps as needed. Highlight the driver file, then click Remove . Select Remove driver and package , then click OK . Click OK , click Delete , then click OK . To remove any remaining print driver files from the Installed Printer Drivers list, repeat the steps as needed. To disable Printer Redirection, from the Remote Desktop Connection, click Show Options > Local Resources Ensure that the check box for Printers is cleared, then click Connect . Log in to the server as the administrator at the installation location. Double-click the XeroxWorkplaceSuitePrerequisites file. From the menu, select your language for installation, then click OK A splash screen appears, then the Install window updates while the installation files are extracted and decompressed The Windows Installer window opens, then the Installer checks for prerequisites After a few minutes, the Xerox Setup Wizard window opens, and a Welcome message appears. After the Welcome message appears, click Next To view additional information about the software, click View Readme The License Agreement window appears. Read the license agreement To accept the terms, select I accept the terms in the license agreement , then click Next The Destination Folder window appears. The default folder where the software is installed is specified on the Destination Folder page. To select a different folder, click Change , then navigate to the new folder. To accept the new destination folder and return to the Destination Folder window, click OK . To continue the installation, click Next The Ready to Install window appears. To select a different folder, click Change , then navigate to the new folder. To accept the new destination folder and return to the Destination Folder window, click OK . To continue the installation, click Next The Ready to Install window appears. Click Install A status progress bar appears It takes several minutes for the installation to complete. If there are any errors during installation, search the knowledge base or refer to the Xerox Workplace Suite Troubleshooting Guide. After the installation completes, the Install Completed window appears Click Finish The Installer window closes, then a dialog window appears that instructs you to restart the server. To restart the server, click Yes . Log in to the server as an Administrator. Use the same login credentials as when you installed the Workplace Suite software initially Log in to the server as an administrator. Double-click the Workplace Suite Software Installer file entitled XeroxWorkplaceSuite_x.x.x.x exe The Software Install Wizard appears A splash screen appears, then the Install window updates while the installation files are extracted and decompressed The Windows Installer window opens, then the Installer checks for prerequisites After a few minutes, the Xerox Setup Wizard window opens, and a Welcome message appears. Select your language for the upgrade instructions, then click OK . When the Upgrade Installation Confirmation message appears, click Yes . Note : Typically, your current installation settings are retained during an upgrade To avoid losing your data, do not change the SQL Server selection setting unless you are instructed to do so. After the Welcome message appears, to continue the installation, click Next The License Agreement window appears. Read the license agreement To accept the terms, select I accept the terms in the license agreement, then click Next The SQL Server Selection window appears To avoid losing data, it is recommended not to change the current default server settings, unless you are instructed to do so. To maintain your current installation configuration, select Use the existing installation configuration .  After selecting Use the existing installation configuration, the current installation location appears Click Next . Note : If you want to reinstall the Xerox Workplace Suite software using a new SQL server configuration, you can select Use a new SQL server (create a new configuration). The Use a new SQL server (create a new configuration) option does not maintain your existing configuration or settings If you select the new SQL server option, all current settings are lost Use this option only if you want to start with a new default server configuration. For Use a new SQL server (create a new configuration), the following options are available: Install SQL Server Express : This option installs a local Microsoft SQL Server. Use an external Microsoft SQL Server : Refer to  Support for External SQL Database If you want to reinstall the Xerox Workplace Suite software using a new SQL server configuration, you can select Use a new SQL server (create a new configuration). The Use a new SQL server (create a new configuration) option does not maintain your existing configuration or settings If you select the new SQL server option, all current settings are lost Use this option only if you want to start with a new default server configuration. For Use a new SQL server (create a new configuration), the following options are available: Install SQL Server Express : This option installs a local Microsoft SQL Server. Use an external Microsoft SQL Server : Refer to  Support for External SQL Database Install SQL Server Express : This option installs a local Microsoft SQL Server. Use an external Microsoft SQL Server : Refer to  Support for External SQL Database Click Install The Installation Progress window appears with a status bar The installation can take several minutes to complete. Mobile Printing Workflow Document Conversion Engine and External Conversion Server Licensing Information Upgrading the Conversion Server Upgrade to Xerox® Workplace Suite Software 5.0 Upgrade Guidelines from Xerox Workplace Suite Software 5.0 to 5.1 Upgrade Guidelines and Paths for Xerox Workplace Suite 5.0 Upgrade to Xerox Workplace Suite Software 5.1