ProDon:Update-Help - from ProDon 4 to ProDon 5

PLEASE NOTE THAT THE MIGRATION ASSISTANT HAS BEEN AVAILABLE SINCE VERSION 4.7.3.6.

Introduction

The structure of the client file in ProDon 5 is very different from the one in ProDon 4. Consequently, you cannot simply carry out the update with the Web Update Utility.

Therefore, we have designed a support tool to update your ProDon from ProDon 4 to ProDon 5, in which you will have to answer some questions, before being able to update to the new version.

As a first step, this documentation will explain the impact of the update on your client files.

Then, we will explain how to start the Update Support Tool and how to use it.

CAUTION :

It is very important to fully understand the impact that the update will have on your client files before you start answering the questions of the Update Wizard.

If you are not sure you have understood the explanation correctly, we invite you to contact us so that we can explain it to you in detail.

General Warnings Concerning the Update to ProDon 5

Here are some warnings that you should consider before updating to ProDon 5.

• ProDon 5 is currently a beta version, which means that despite the fact that the version has been tested and that it is relatively stable, it is more prone to bugs. However, please be assured that if you get a blocking error message (preventing you from using a functionality), your request for support will be dealt with as a priority, so that the situation is resolved as soon as possible.
• The translation of ProDon 5 is not complete. Therefore, if ProDon is used in English, please note that some elements are still in French. However, JeDonneEnLigne/IMakeAnOnlineDonation has been fully translated.
• No help documentation (wiki) has yet been drafted for ProDon 5. But in most cases, documentation on ProDon 4 is still applicable and our technical support service is available should you have any questions.
• Due to a new structure when it comes to clients and relations in ProDon 5, you may have to review/correct/edit certain elements:
  - Some master documents (e.g.: from now on, in all master documents, fields starting with “CS_” will always have to be used instead of fields starting with “C_”, and some fields linked to the clients/contacts may have to be reviewed).
  - Some views and some filters of client management (if contact fields were used in the filter criteria).
  - Some exports with information on clients/contacts (e.g.: for an externally conducted sollicitation).
  - If you use the Automatic Import Utility (ImportAuto.exe), the call up procedure will have to be reviewed for the utility.

Interesting New Feature for Online Donations

Logilys has created LogiZone. This is a web-based service which will facilitate the use of IMakeAnOnlineDonation.

You will find a section allowing the donor to create an account or to sign in at the top of each form. This section will be activated automatically on all your forms when you update to ProDon 5 and you will be unable to deactivate it.

A LogiZone account is a profile in which the donor will be able to register his/her contact information. There are two types of accounts: the personal account and the organization account.

• Personal account: Allows the donor and his/her family members to record their complete contact information.
• Organization account: Allows the donor and his/her colleagues to record their complete contact information.

Registering for an account saves a lot of time and prevents the donor from having to enter his/her contact information each time he/she fills in an online donation form. In addition to saving time, the LogiZone account will also make it possible for the donor to keep a history of his/her transactions. Official donation receipts will also be stored there automatically. Moreover, it will also be possible to print them out at any time.

Impact of the Update on Client Files

In ProDon 4, it is possible to enter the name of individual as well as a company name in the same client file.
Therefore, you sometimes find yourself with several client files with the same company name, but with different individuals with different names.

For example:

	First Name Last Name	Title	Company Name
File 1	Pierre Brochu	President	Logilys
File 2	Christian Dubois	VP-Operations	Logilys
File 3	Mélanie Bourgeois	Sales Director	Logilys

In order to improve data structure in ProDon 5, it is no longer possible to enter the name of an individual in a corporate file.

Relations must now be used to document the name and the information of the contact person(s) for each company.

When updating from ProDon 4 to ProDon 5, client files will be edited consequently.

Here is the illustration of what will happen to corporate files containing the name of an individual.

File:Aide MAJ ProDon 4 vers 5 001.png

Therefore, if you had 3 client files for the Logilys company with 3 different individuals and different names in each file (as shown in the table above), you will end up with 6 client files after the update:

	First Name Last Name	Title	Company Name
File 1			Logilys
File 2			Logilys
File 3			Logilys
File 4	Pierre Brochu	President
File 5	Christian Dubois	VP-Operations
File 6	Mélanie Bourgeois	Sales Director

Please note that this is completely normal, the second step of the update will merge the duplicates that will have been created.

Assigning Information to the Right Client

Since a corporate client file (containing a company name and the name of an individual) in ProDon 4 will become 2 distinct files in ProDon 5, you have to choose where the file information originating from ProDon 4 must be stored in ProDon 5.

ProDon is configured to automatically transfer information either to the corporate file, to the file of the individual, to both files or to the relation file between the company and the individual.

Then, for some information, you will have to choose where the information will be stored (either in the corporate file, in the individual file, in both files or in the relation file between the company and the individual).

NOTE : Corporate files not containing the name of an individual and individual files (with no company name) will be stored in their current formulation. The choices you make will be applied to the files containing both a company name AND the name of an individual.

In order to choose in which file(s) the information must be stored, it is mandatory to start the Update Support Tool.

To know how to start the tool, click here.

CAUTION :

In ProDon 4, the corporate file was linked to an individual file with a name identical to the main contact of the corporate file. In ProDon 5, the individual file will store all information documented in the individual file originating from ProDon 4. Then it will receive some additional information originating from the corporate file in ProDon 5.

For more information, see the notes under the table below.

Here is a table detailing where each piece of information originating from the corporate file in ProDon 4 will be stored in ProDon 5, and for which information a choice will have to be made.

Information originating from the corporate file in ProDon 4	Location Where Information Will Be Stored in ProDon 5
	Corporate File	Individual File	Relation File	Choice to be made
Tile, first name and last name		X
Title			X
Company name and company name continued	X
Address1	X	X
Means of communication2	X	X
Division and sector	X
Reference number	X
Comment	X
Picture of the client file				X
Date of birth		X
Entry date	X
Box “This client wants to remain anonymous”3	X	X
Box “This client is inactive”3	X	X
Box “This client is a beneficiary”				X
Box “This client no longer wishes to receive calls3	X	X
Box “This client never wants receipts” with date	X
Box “This client wants an annually consolidated receipt”	X
Box “This client does not want any amount to be suggested”3	X	X
Box “Exclude from mass mailing” with date and reason3	X	X
Box “Deceased” with date of the death	X
GL account for designated gifts	X
Checkbox “This client is a canvasser”				X
Default canvasser				X
Default third-party client	X
Categories				X
Characteristics of the client file				X
Custom static lists				X
Custom dynamic lists				X
Custom fields of the client file				X
Advanced analysis characteristics				X
Instant payment tokens	X
Warnings	X
Documents recorded in the client folder	X
Transactions	X
Commitments	X
Mailings	X
Invoices	X
Contacts and links (will become relations)	X
Tasks			X
Visibility (functionality of the multiorganization module)4	X	X

1	In ProDon 5, a file may contain more than one address (e.g.: default address, seasonal, work, etc). If the corporate file originating from ProDon 4 was linked to an individual file with a name identical to the main contact of the corporate file, the individual file in ProDon 5 would contain the address of the individual file originating from ProDon 4 as a default address and the address of the corporate file originating from ProDon 4 as a secondary address. If the corporate file originating from ProDon 4 was not linked to an individual file with a name identical to the main contact of the corporate file, the individual file in ProDon 5 would only contain the address of the corporate file originating from ProDon 4 as a secondary address.
2	A means of communication is either a telephone number, an email address or a website. In ProDon 5, a file may contain more than one email address, more than one cell phone number, more than one home phone number, etc. If the corporate file originating from ProDon 4 was linked to an individual file with a name identical to the main contact of the corporate file, the individual file in ProDon 5 would contain the means of communication of both the individual and corporate file originating from ProDon 4. If the corporate file originating from ProDon 4 was not linked to an individual file with a name identical to the main contact of the corporate file, the individual file in ProDon 5 would only contain the means of communication of the corporate file originating from ProDon 4.
3	If the corporate file originating from ProDon 4 was linked to an individual file with a name identical to the main contact of the corporate file, the individual file in ProDon 5 would retain the value of the individual file originating from ProDon 4. If the corporate file originating from ProDon 4 was not linked to an individual file with a name identical to the main contact of the corporate file, the individual file in ProDon 5 would retain the value of the corporate file originating from ProDon 4.
4	If the corporate file originating from ProDon 4 was linked to an individual file with a name identical to the main contact of the corporate file, both files (corporate and individual) in ProDon 5 would retain the visibility which was assigned to them in ProDon 4. If the corporate file originating from ProDon 4 was not linked to an individual file with a name identical to the main contact of the corporate file, both files (corporate and individual) in ProDon 5 would retain the visibility of the corporate file in ProDon 5.

Using the Update Support Tool

The Update Support Tool is located in the folder where ProDon is installed.

This is the icon:File:Icône.jpg

To start the application, double-click on the icon.

CAUTION: All migration steps must absolutely be carried out in this order.

  Steps 1 and 2

By double-clicking on the icon, the following window will open automatically. Here is how to carry out steps 1 and 2.

File:Aide MAJ ProDon 4 vers 5 002.png

Step 1 in A tells you to read this documentation before starting the migration assistant. Please note that it is very important to fully understand the explanations of the section: Impact of the Update on Client Files, before starting the second step. In case of any further clarification or any questions, please contact Logilys, by making a request for technical support. Step 2 in B tells you that after having read and fully understood the impact of the update on your client files, you must fill out the questionnaire. To access the questionnaire, click on the “Questionnaire” tab in C. The “Delete Questionnaire” button in D allows you to delete all the values that you have already selected in the questionnaire in C in order to start over again.

Answering the Questionnaire

Earlier in the documentation, we have explained to you that for some information of the corporate file originating from ProDon 4, you will have to choose if you wish to store it either in the corporate file, in the individual file or in both files in ProDon 5.

The following questionnaire will allow you to make these choices. You will notice that some pieces of information have already been selected; these are the default choices that will be appropriate for most users.

CAUTION: Please note that choosing values in the assistant has NO impact on ProDon 4. These changes will apply once the update is carried out.

By clicking on the "Questionnaire" tab, this is what will be displayed.
File:Aide MAJ ProDon 4 vers 5 003.png
A : Each tab contains a different type of information. All elements of all tabs must be completed before being able to start step 3. The percentage in D will be 100 when all is completed. Click here to learn about choices available in the various tabs. NOTE : If one of the tabs is not visible, it is simply because you do not have any value of this type in your ProDon.	B : This button allows you to export the full questionnaire to Excel (including all tabs in A). NOTE : The Excel file is for viewing only; it will not be possible to choose a value in the Excel file and then to reimport the data into the assistant.
C : This section contains errors, which will have to be fixed before being able to start Step 3. For more information on possible errors, refer to this section.	D :The questionnaire must be 100% completed in order to be able to start Step 3.Once the percentage is 100, continue with the following steps of the assistant.

Choices Available in the Various Tabs

The choices that are available differ from one tab to another.

These are the 4 possible choices in the questionnaire:

• Individual: the value will be stored in the individual file only.
  
• Company: the value will be stored in the company file only.
  
• Both: the value will be stored in the individual file AND in the company file.
  
• Relation: the value will be stored in the relation file between the company and the individual.
  

“Characteristics (Client)” Tab

In regard to client characteristics, 4 choices will be available: individual, company, both or relation.

The “relation” choice must be used if information is assigned to the individual, but in a professional context (example: an employee number).

"Characteristics (Advanced Analysis)”, “Custom Field” and “Categories” Tabs

In regard to advanced analysis characteristics, customized fields and categories, 3 choices will be available: individual, company or both.

“Custom Static Lists” and “Custom Dynamic Lists” Tab

In In regard to custom static lists, 4 choices will be available: individual, company, both or relation.

In regard to custom dynamic lists, only 2 choices will be available: company or relation.

As for the client characteristics, the “Relation” choice must be used if the list is assigned to the individual, but in a professional context (example: solicitation list for an event).

“Other” Tab

The "Other" tab contains 4 fields:

• Check box “This client is a beneficiary”
  3 choices are available for this field: individual, company or both.
  

• Check box “This client is a canvasser”
  Only 2 choices are available for this field: individual or company.
  ** Note that if the selected choice is the individual, then the company will be selected as contact of the canvasser, moreover if the company is selected, then the individual will be selected as contact of the canvasser. Therefore, both pieces of information will always be stored.
  

• Photo
  3 choices are available for this field: individual, company or both.
  

• Default Canvasser
  3 choices are available for this field: individual, company or both.

Possible Errors (Step 2)

• X active commitments by credit card have been found with the payment method Y.
• X active commitments by bank transfer have been found with the payment method Y.
• X untransferred transactions by credit card have been found with the payment method Y.
• X untransferred transactions by bank transfer have been found with the payment method Y.
• The X form always includes a Perceptech payment method (payment method description).

All these errors are related to the Perceptech payment methods.

An error will be displayed if the assistant detects untransferred transactions, unfinished commitments or web forms using a Perceptech payment method.

In fact, from now on, it will be impossible to use the Perceptech payment methods in ProDon 5. If you are still with this supplier, please contact Logilys, by making a request for technical support.

Steps 3 to 6

After completing steps 1 and 2, you must return to the “Migration Steps” tab, in order to take note of the following steps.

File:Aide MAJ ProDon 4 vers 5 004.png

STEP 3 : Some warnings can be generated according to the choices made in the questionnaire. By clicking on the “Generate Report” button, an Excel file containing the list of errors in step 2 and the warnings of step 3 will be displayed. CAUTION: Errors must be COMPLETELY fixed before being able to start step 4. Warnings will not block you from moving on to step 4. However, it is very important to take note of them. For more information on possible warnings, refer to this section. STEP 4 : If you did not have any error or you have now fixed them and taken note of the warnings, you can now start step 4 in order to perform a backup and create the file. Note that the 2 buttons of this step will not be accessible as long as the errors are not fixed and the report in step 3 will not have been generated. STEP 5 : If the file was not created in stage 4, the “WizardUpdateProDon5.7z” file will not be available and the sentence “the file has not been created” will be displayed in red. Otherwise, you only have to send in the “WizardUpdateProDon5.7z” file by following the steps detailed in the image above. STEP 6 : We will contact you within a week after receipt of the file in order to further assist you with the continuation of the update process.

Possible Warnings (Step 3)

If an importation module is active in ProDon, you may you find this warning in the report.

• Vous aurez # importations à vérifier suite à la mise à jour afin de vous assurer que les associations sont conformes à la nouvelle structure.
  Cet avertissement vous informe qu'en raison des changements apportés à la fiche client, il faudra probablement refaire certaines associations dans vos importations, une fois que la mise à jour aura été effectuée.

Pour les prochains avertissements, veuillez noter que vous retrouverez, dans le rapport, un avertissement par fiche client pour lesquelles la situation s'applique.

• Impossible de décocher l'option « Ce client est un solliciteur » dans la compagnie X (NUC).
  Cet avertissement vous informe que si vous avez sélectionné le choix « Individu » pour le champ « Ce client est un solliciteur » (onglet autre) et que la fiche d'une compagnie avait déjà été utilisée comme solliciteur dans une transaction, la case « Ce client est un solliciteur » restera cochée dans la fiche corporative et se cochera également dans la fiche de l'individu.
  
  
• Impossible de décocher l'option « Ce client est un solliciteur » dans l'individu Y (NUC).
  Cet avertissement vous informe que si vous avez sélectionné le choix « Compagnie » pour le champ « Ce client est un solliciteur » (onglet autre) et que la fiche d'un individu avait déjà été utilisée comme solliciteur dans une transaction, la case « Ce client est un solliciteur » restera cochée dans la fiche de l'individu et se cochera également dans la fiche corporative.
  **Possible seulement si une fiche individu était liée à une fiche corporative dans ProDon 4.
  
  
• La compagnie et l'individu sont tous les 2 des solliciteurs. Les informations de l'individu Y (NUC) ne seront pas remplacées par ceux de la compagnie X (NUC).
  Cet avertissement vous informe que peu importe le choix sélectionné pour le champ « Ce client est un solliciteur» (onglet autre), si les deux fiches client en relation (compagnie et individu) avaient déjà été sélectionnées comme solliciteurs dans une transaction, la case « Ce client est un solliciteur » restera cochée dans les deux fiches.
  **Possible seulement si une fiche individu était liée à une fiche corporative dans ProDon 4.
  
  
• L'individu Y (NUC) a déjà une photo. La photo de la compagnie X (NUC) sera ignorée.
  Cet avertissement vous informe que si vous avez sélectionné le choix « Individu » ou « Les deux » pour la photo (onglet autre) et que la fiche d'un individu contenait déjà une photo, la photo de la fiche de l'individu sera conservée.
  **Possible seulement si une fiche individu était liée à une fiche corporative dans ProDon 4.
  
  
• L'individu Y (NUC) a déjà un solliciteur par défaut. Le solliciteur par défaut de la compagnie X (NUC) sera ignorée.
  Cet avertissement vous informe que si vous avez sélectionné le choix « Individu » ou « Les deux » pour le champ « Solliciteur par défaut » (onglet autre) et que la fiche d'un individu contenait déjà un solliciteur par défaut, le solliciteur par défaut de la fiche de l'individu sera conservé.
  **Possible seulement si une fiche individu était liée à une fiche corporative dans ProDon 4.
  
  
• Impossible de décocher l'option « Ce client est un bénéficiaire » dans la compagnie X (NUC).
  Cet avertissement vous informe que si vous avez sélectionné le choix « Individu » pour le champ « Ce client est un bénéficiaire » (onglet autre) et que la fiche d'une compagnie avait déjà été bénéficiaire, la case « Ce client est un bénéficiaire » restera cochée dans la fiche corporative et se cochera également dans la fiche de l'individu.
  
  
• Impossible de décocher l'option « Ce client est un bénéficiaire » dans l'individu Y (NUC).
  Cet avertissement vous informe que si vous avez sélectionné le choix « Compagnie » pour le champ « Ce client est un bénéficiaire » (onglet autre) et que la fiche d'un individu avait déjà été bénéficiaire, la case « Ce client est un bénéficiaire » restera cochée dans la fiche de l'individu et se cochera également dans la fiche corporative.
  **Possible seulement si une fiche individu était liée à une fiche corporative dans ProDon 4.
  
  
• L'individu Y (NUC) a déjà une valeur pour le champ personnalisé Z. La valeur de la compagnie X (NUC) remplacera la valeur de l'individu.
  Cet avertissement vous informe que si vous avez sélectionné le choix « Individu » ou « Les deux » pour un champ personnalisé et que la fiche d'un individu contenait déjà une valeur pour le champ personnalisé en question, la valeur de la fiche de la compagnie en relation avec l'individu remplacera celle qui était dans la fiche de l'individu.
  **Possible seulement si une fiche individu était liée à une fiche corporative dans ProDon 4.
  
  
• L'individu Y (NUC) a déjà une valeur pour la caractéristique unique Z. La valeur de la compagnie X (NUC) remplacera la valeur de l'individu.
  Cet avertissement vous informe que si vous avez sélectionné le choix « Individu » ou « Les deux » pour une caractéristique et que la fiche d'un individu contenait déjà une valeur pour la caractéristique en question, la valeur de la fiche de la compagnie en relation avec l'individu remplacera celle qui était dans la fiche de l'individu.
  **Possible seulement si une fiche individu était liée à une fiche corporative dans ProDon 4.
  
  
• L'individu Y (NUC) a déjà la même valeur pour la caractéristique à valeurs multiples Z que la compagnie X (NUC). La note et le groupe de la compagnie seront copiés dans la caractéristique de l'individu.
  Cet avertissement vous informe que si vous avez sélectionné le choix « Individu » ou « Les deux » pour une caractéristique et que la fiche d'un individu contenait la même valeur que la fiche corporative avec laquelle elle est en relation pour la caractéristique en question, les valeurs de la note et du groupe de la caractéristique de la fiche corporative seront copiés dans la caractéristique de la fiche de l'individu.
  **Possible seulement si une fiche individu était liée à une fiche corporative dans ProDon 4.
  
  
• L'individu Y (NUC) a déjà une valeur pour la caractéristique unique Z pour l'occasion ABC. La valeur de la compagnie X (NUC) remplacera la valeur de l'individu.
  Cet avertissement vous informe que si vous avez sélectionné le choix « Individu » ou « Les deux » pour une caractéristique d'analyse avancée et que la fiche d'un individu contenait déjà une valeur pour la caractéristique en question, la valeur de la fiche de la compagnie en relation avec l'individu remplacera celle qui était dans la fiche de l'individu.
  **Possible seulement si une fiche individu était liée à une fiche corporative dans ProDon 4.
  
  
• L'individu Y (NUC) a déjà la même valeur pour la caractéristique à valeurs multiples Z pour l'occasion ABC que la compagnie X (NUC). La note et le groupe de la compagnie seront copiés dans la caractéristique de l'individu.
  Cet avertissement vous informe que si vous avez sélectionné le choix « Individu » ou « Les deux » pour une caractéristique d'analyse avancée et que la fiche d'un individu contenait la même valeur que la fiche corporative avec laquelle elle est en relation pour la caractéristique en question, les valeurs de la note et du groupe de la caractéristique de la fiche corporative seront copiés dans la caractéristique de la fiche de l'individu.
  **Possible seulement si une fiche individu était liée à une fiche corporative dans ProDon 4.
  

After the Update

As explained earlier in the "Impact of the Update on Client Files", it will be mandatory to proceed with a mass merge of clients.

Refer to "Searching and Eliminating Duplicates" to learn about the detection and mass merge procedure of duplicates.

Moreover, if you have an importation module, do not forget to check the associations of all imports that you are going to use in the future.

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Document name: ProDon:Update-Help - from ProDon 4 to ProDon 5

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