Xerox SmartSend Support & Software Guia Da Instalação

Upgrade SMARTsend

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Xerox recommends backing up the current SMARTsend database before upgrading the 

application. See Schedule a Backup on page 4-28 for more information.

SMARTsend provides the capability to upgrade previous versions of the application to the latest version 
while maintaining important configuration data. The installer automatically migrates the following data to 
the new version:

„

Number of device licenses purchased

„

Backup data

„

Device configurations

„

Workflows

„

PaperWare cover sheet publications

„

Device scan template publications

„

Custom document attribute profiles

„

Destinations

„

User and administrator preferences

„

Credentials

„

Service settings

„

Job history data

Some SMARTsend versions or upgrade combinations may not support automatic upgrades. The following  
guidelines apply to upgrades:

„

All licensed versions of general public releases can be upgraded to the latest version of SMARTsend.

„

Trial Versions can only be upgraded when the Trial Version release number matches the current version 
release number. 

„

Professional Versions (trial or full license) cannot be upgraded to the basic version of SMARTsend. A 
Professional Version can only be upgraded to another Professional Version.

„

Basic Versions can be upgraded to the Professional Version. 

Template attribute settings that are set differently from a previous version of SMARTsend, are not 

updated automatically when an upgrade is performed. Template attributes can be updated by using the 
Restore Tool to restore a previous backup, or by using the Repair option on the Manage Xerox Devices 
page.

The SMARTsend Backup and Restore features provide an alternative method for migrating 

existing SMARTsend configuration data (including Trial versions of SMARTsend) to newer versions of 
SMARTsend. This method requires you to backup and uninstall the existing SMARTsend installation 
prior to installing a newer version. After completing these tasks, you can then use the Restore feature to 
migrate the backup data to the newly installed version of SMARTsend. See Migrate SMARTsend to a 
Replacement Computer on page 3-14 for more information.