How do I upgrade to Daylite 6 Self-Serve?

This article is for those using Daylite 4 or 5 looking to upgrade to Daylite 6 Self-Serve.

If you are using Daylite 3 and wish to upgrade to Daylite 6 Self-Serve check out How do I upgrade from Daylite 3

If you want to move to Daylite Cloud check out How to upgrade to Daylite Cloud

Getting Prepared

Installing Daylite 6, Daylite Mail Assistant 6 and Daylite Server 6 will overwrite your existing Daylite 5 applications. Once you have upgraded to Daylite 6, you will also need to install Daylite 6 for iOS in order to connect to your database on iPhone / iPad.

Note: Ensure that Daylite on iOS has been synchronized with Daylite Server prior to performing the upgrade steps highlighted below. Failure to do so will result in the loss of data as you will not be able to sync or recover any changes from Daylite on the iOS device once Daylite Server has been upgraded.

Upgrading Steps

Warning: Prior to upgrading, sync with your sever on all Mac computers and iPhones and iPads. Also, if you have Daylite Server set to backup your database to an external hard drive, ensure that the drive is accessible.

  1. Log out of Daylite on the Mac (File -> Log Out) and quit Apple Mail.
  2. Log out of Daylite on your iOS device (Settings -> General -> Wipe Database).
  3. In Daylite Server Admin
    • Turn Daylite Server switch OFF. Note: To make changes, click the lock icon and enter the credentials of a Mac OS X administrator.
    • Make a backup of your database in Daylite Server Admin. To do this select Database, click 'Backup Now' and then click 'Backup'. This process will create a backup of your current Daylite 5 database in the event that you would like to return to Daylite 5.
    • When the backup has completed, quit Daylite Server Admin.
  4. While logged in as a Mac OS X administrator on the server computer, download and install Daylite Server 6 by mounting the DMG and running the installer.
  5. When Daylite Server 6 is first launched, you will be prompted to update the database. Click "Update" to proceed ensuring that the two corresponding boxes have been checked.
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  6. When the database updates have been applied, the Daylite Server application window will appear. If the OFF/ON toggle switch is set to OFF, toggle the switch to ON.

  7. Install Daylite 6/Daylite Mail Assistant 6 by mounting the DMG and running the unified installer.
  8. Daylite 6 should automatically launch when the installation has completed. At the "Welcome to Daylite" screen, click the drop-down list located just beneath Log In.
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  9. If you're logging into your database on the local network, select your database name.
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    • Enter your Username and Password. (remember all fields are space and case sensitive).
    • Click on 'Log In'.
    • If you're logging into your database remotely, select "Add Self-Serve Login...".
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    • In the 'Server Address' field, enter your static public IP address or Dynamic DNS Domain name that you have set up.
    • Select your database name from the drop-down and click 'Choose'.
    • Enter your Username and Password. (remember all fields are space and case sensitive).
    • Click on 'Log In'.
    • Daylite will download a copy of the database to your Mac. For local users, Daylite will connect to Daylite Server directly. You can now continue working.
    • Launch Apple Mail. Daylite Mail Assistant will resume operation.
    • Launch Daylite for iOS. A prompt will appear advising you that Daylite 6 is required. Tap Download to install Daylite 6 for iOS. (Alternatively, you can download Daylite 6 for iOS directly from the App Store)
    • When the application has downloaded, launch it and log into your database.

Note: If you used DAV (Calendar and/or Contact Sharing) with Daylite 5, please ensure that you remove those accounts - How do I remove CardDAV and CalDAV accounts?

To add DAV to Daylite 6, please read the following articles:

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