Upgrade RMH

Plan for the upgrade

  • Download the latest release of RMH.

  • Review the release notes and readme. Determine if there are any known issues that could potentially impact on business operations. Ensure that all store computers and registers meet or exceed the minimum system requirements.

  • If the business uses any third-party add-ins or extensions, contact the vendor to confirm they will work with the latest version of RMH. If necessary, work with the vendor to obtain a version of the add-in or extension that is compatible with the latest version of RMH.

  • Ensure you have the installation package for the store’s current version of RMH on hand in case you are unable to complete the upgrade and you need to roll back the changes.

  • Schedule the upgrade for a day when the store is closed and you have sufficient time to perform the upgrade and roll back if necessary.

  • Work with the business owners to develop test scripts that are pertinent to the store’s operations.

  • If possible, test the upgrade in a lab environment before performing the upgrade in the store.

Prepare for the upgrade

  • Perform a Z report on every register.

  • Back up any custom reports, receipt templates, purchase order templates, etc. that have been saved to store computers or registers.

  • Exit all RMH applications and any third-party add-ins or extensions.

  • Perform any required Windows updates and ensure that all store computers and registers are configured with the latest service packs and hot fixes.

  • Restart all store computers and registers.

  • Back up the store database.

Uninstall the old version

On each store computer and register:

1. Log in with Administrator privileges.
2. Open Control Panel.
3. Under Programs, click Uninstall a program.
4. Uninstall all RMH applications.
5. Uninstall any add-ins or extensions.
6. Go to C:\Program Files\Retail Hero\ and delete any files remaining in that folder.
7. Restart the computer.

Install the new version

On each store computer and register:

1. Log in with Administrator privileges.
2. Copy the installation package to a local folder, e.g., C:\RMH.

Note: Accessing the application package from a UNC network path, e.g., \xyz\RMH , is not recommended.

3. Extract all of the files from the installation package.
4. Right-click Setup.exe and select Run as Administrator.
  • If you receive a user account control prompt, click Yes.
  • Click Accept or OK for any other warnings, as required.
5. Install the RMH applications in the following order:
a. Store Manager
b. POS
c. Any add-ins or extensions
d. Loyalty
6. If necessary, enable RMH desktop shortcuts to open the applications with Administrator privileges to ensure users who do not have Administrator privileges can start and access the applicable RMH applications:
a. Right-click the RMH desktop shortcut and select Properties.
b. Click Advanced.
c. Select Run as administrator.
d. Click OK.
e. Click Apply.
f. Click OK.
7. Install any add-ins or extensions.
8. Restart the computer.

Pre-start checks

1. Start Store Administrator.
2. Click Configuration.
3. On the Database tab, confirm that Store Manager is connected to the correct store database.
4. On the Register tab, confirm that the register Number and Language are correct.
5. If you make any changes, click Save And Close.
6. Click Connect.
7. Confirm that the Database is the correct store database.
8. Enter the Password for SQL Server Authentication.
9. Click Connect.
10. Click Database.
11. Click Reindex to reindex the database. Click Yes to continue.
12. Click Change Collation and confirm that the Server and Database are correct.
13. If you make any changes, click Change. Otherwise, click Cancel.

Test the installation

1. Log in to Store Manager.
2. Perform a smoke test to ensure all key functions are accessible and functioning as expected.
3. Check that custom reports, receipt templates, purchase order templates, etc. are accessible and functioning as expected.
4. Log in to POS.
5. Enter a test transaction.
6. Refund or void the transaction.
7. Ask business owners to run additional tests as required to confirm that the system is fully functional. Run through any test scripts that the business owners have developed.
8. Confirm that the following are accessible and functioning as expected:
  • All custom POS buttons;
  • Credit card processing;
  • All add-ins and extensions; and
  • Stock Take, if the business uses it.
9. Review any known issues from the release notes and confirm they have no material impact on the store operations.
10. If this version of RMH contains enhancement requests or fixes to issues the business had reported, test these and confirm they address the needs of the business owners.
11. Provide training on new functionality, as required.