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Configure TaxCycle's automatic updates to meet your firm's needs


We recently released additional options for controlling the speed in which you receive automatic updates in TaxCycle. During the busy season, you can use these updates to control what gets installed in your office and when. And, for offices who want to manage updates internally, we also included a way for you to download the latest update files and distribute them from a server on your network or from an external folder on the web (url). 

Rush vs. Moderate Auto-update speed

If you like to receive automatic updates as soon as we make them available, choose the Rush option. (This is how auto-updates have worked until recently.) TaxCycle will check for updates each time it opens.

If you prefer to wait a few days to install updates, choose the Moderate option. You won't be prompted to update until two to four business days after we make the auto-update available. And, updates will only be installed during our regular support hours—Monday through Thursday—so we're here to help if you run into trouble.

Finally, choose Custom updates and specify a path if you want to serve up the automatic updates from a location on your network or from the web (url).  This allows you to control when the updates are made available to your organization. Learn more below, or on the page where you download the auto-update files

Where to find the new Auto-update options

  1. To open Options from the Start screen, click Options on the left side. If you have a file open, go to the File menu, then click Options.
  2. On the left side of the dialog box, click Auto-update.
  3. On the right side of the dialog box, check the box to disable or enable auto-updates (enabled by default).
  4. Below, choose the update frequency. Select Rush to check for updates every time the program starts (default).
  5. If you wish to be more conservative in the timing of updates, choose Moderate
  6. Select Custom to serve the automatic updates up from a location on your network or on the web. This allows you to control when the updates are made available to your organization. After each release, download the auto-update files and put them in the folder. 
  7. Click Apply or OK to save your changes. 

How to distribute updates in your office from your network or a web url

If you choose the Custom option and specify a folder, you download the auto-update files after we announce each release and place them in the network or web folder. The updates only occur once you place the files in this folder. This allows you to control when the updates are made available to your organization and keeps everyone on the same update path. 

Step 1 - Configure each computer to point to the custom folder (one-time setup)

  1. Go to Options. (To open Options from the Start screen, click Options on the left side. If you have a file open, go to the File menu, then click Options.)
  2. On the left side of the dialog box, click Auto-update.
  3. On the right side of the dialog box, select Custom.
  4. Browse to set the Path for custom update. This can be a location on your network (remember to enter the path as a UNC path), or a website (url). For example: \\mycomputer\sharedfolder or http://get.taxcycle.com/TaxCycleUpdate.
  5. Click OK to save the changes. 

Step 2 - Publish the auto-update file (after each software release)

  1. Download the auto-update files.
  2. Unzip the file to the shared folder. This puts the two update files in the folder: Director.Xml and 6.0.30048.0.zip (or an equivalent version number). These two files must be in the folder for the update to work. 
  3. When a new version is released, replace the Director.xml file and add the new version-number zip file. The old zip file from the previous update is not required and can be safely deleted.

 

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