Upgrade Content Manager for EERP

Looking to upgrade Content Manager to fix attachment or code issues, or to get updated to the current release version needed for integration with other programs.

• Enterprise ERP

• Enterprise Resource Planning

• CM

• Content Manager

• Version retired

• Upgrade

• Attachment issues

• Tyler Deploy

CM Upgrade is required to fix reported issue or site is requesting upgrade to take advantage of new features or added security.

1. Upgrade CM using Tyler Deploy

   1. Site IT Admin can upgrade CM via Tyler Deploy if they have Deploy permissions

      1. Reach out to Tyler Systems Management for access to Tyler Deploy and/or Training

      2. Follow Upgrade Content Manager using Tyler Deploy

   2. If a CM version does not display for Content Manager in the Deployment Overview page in Tyler Deploy, create a case for the Tyler Systems Management (TSM) Team to complete the upgrade

2. Reach out to TSM Support to schedule the upgrade via Tyler Deploy

   1. If site has not been previously upgraded successfully with Tyler Deploy

   2. If site wishes to have Tyler upgrade CM

   3. If new web features are not available after an upgrade: CM Deployment to Include Web Features or Onboarding

NOTE:

• Users should be aware that the CM Web Viewer relies heavily on cached information. It is recommended that users clear their browser cache prior to attempting to view or save a new attachment after CM has been updated: Clearing Web Browser Cache - Internet Explorer Microsoft Edge and Google Chrome

• Users that use a scanner to directly scan and save attachments into CM will be prompted to install and/or upgrade the Dynamsoft Service software.
  Users new to scanning will need to install the software: How to install Dynamsoft Service on workstation for use with TCM scanning from Munis

  • Periodically the software will need to be updated with a new CM version release and a user may need to uninstall/reinstall the software to the right version: Prompted for Dynamsoft service to be installed when scanning to TCM when it has already been installed
    It is recommended to test the upgrade on a test machine for non production upgrades before upgrading Production on the user's workstation.
    Users with Install permissions will be required to click through an install wizard before being able to scan. If local security is blocking users from updating the driver software, your site’s local IT may need to assist with this. There is an MSI available for sites that will be pushing the update to users. Please contact Support if this is needed.
    Once updated, make sure the scanner's default setting is set to TWAIN or PaperPort,  and not WIA, or users may get errors when scanning and will not be able to scan directly into CM.

• If users are having issues launching the CM Web Viewer after upgrade, please see: Clicking on the paperclip from any EERP program screen does not launch the Content Manager HTML viewer window