Quick Step Guide - Upgrade FAS Instructions

Upgrading the Pontem Fund Accounting Suite


  • Make sure the computer login you use has administrator rights. This is a Microsoft setting and may be controlled by your IT Department or Service.
  • If FAS is installed on a network or peer-to-peer connection, the server/host computer must be updated first.
  • Ensure other users have closed all FAS applications before continuing to prevent database corruption.

On Server / Host / Stand-Alone Computer

  1. Back up the database
  2. Open the FAS application to be updated (GL, AP, PR, or CR)
    • We recommended updating the GL program first
  3. Click the Cancel button on the login window
    • Note: You cannot be logged into the database when trying to install a program update
    • If you are logged in, click “File” on the Menu bar, then click “Close the Currently Open Pontem ... “
  4. Click Help on the Menu bar
  5. Click Check for updates on the drop-down menu
  6. You will receive several prompts. Answer each prompt with the affirmative answer to download and install the update.
  7. Possible Warnings
    • If you receive the warning from Microsoft, or your anti-virus program, that an unknown program is trying to make changes to your computer, do you want to continue? (or some similar message) Click the appropriate response to allow the program to continue. If you are unsure with how to answer this security question, please contact your IT Technician or Service.
  8. You will be prompted for a password for each application update. Check your most recent update announcement email for the current update passwords or contact the Pontem Help Desk.
  9. Click the Finish button to complete the update
  10. Log in to the program with your regular user name + password
    • If you are successfully logged in, then close the program and repeat steps 2-10 until each application on the system has been updated.
    • If you receive the following message when you login, proceed to “Update The Database” steps.
      • “Your data must be updated from revision #### patch ### to revision #### patch ### before it can be used within this application. You must log in as SYSDBA in order to update your data.”

Update The Database

  1. Click OK button on the warning message.
  2. The program will automatically open the login window and fill in the name SYSDBA.
  3. Enter the password from the upgrade announcement email and click the OK button.
  4. When you receive the confirmation dialog click the YES button to apply the database update/patch.
  5. When you are returned to the Overview workspace (blue screen), the database update/patch is complete.
  6. To return to the login window for normal program use:
    • Click File on the Menu bar
    • Click Open an Existing Pontem *…

On Client Installation Computers

  1. Double Click the icon of the program to be opened
  2. Instead of the login window, you will see the Window's program installer wizard
    • A Windows system warning message may appear asking if you want to allow the program to make changes to your computer. Click the appropriate response to allow the program to continue.
  3. Click Next button
  4. Enter update password used on the server/host and click Next button
  5. Update Pontem (program name) to (build #). Click Next button
  6. Click Install button
  7. Click the Finish button to open the program
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