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HOW TO: Update 6-in-1 Standalone Edition for FileMaker 19 on Windows 10/11

Step-by-step instructions to update 6-in-1 Standalone Edition running on FileMaker 19 for Windows.


Every year we release updates to 6-in-1 to support the latest tax forms, changes in tax law, and to enhance the product.  This article includes step-by-step instructions to install these updates for Standalone users running the FileMaker 19 version of our product on Windows 10 or 11.  Screen shots for these instructions are based on Windows 10, but can easily be adapted for users running Windows 11.


NOTES & WARNINGS: 

  • This is for Standalone installations only.  Multi-user / server client instructions
    are available here.
  • You will need local administrative privileges in order to complete this process.
  • You should close all programs and save your work prior to proceeding.  
  • In some cases, especially with older machines and operating systems,
    you may be forced to restart your computer without warning.

 

Table of Contents

 

1) Overview

Every year we release updates to 6-in-1 to support the latest tax forms, changes in tax law, and to enhance the product.  This article includes step-by-step instructions to install these updates for Standalone users running the FileMaker 19 version of our product on Windows 10 or 11.  Screen shots for these instructions are based on Windows 10, but can easily be adapted for users running Windows 11.

6-in-1 Standalone is comprised to 2 primary components:  

  1. FileMaker Pro 19:  This is the ‘engine’ that 6-in-1 runs on top of and includes some plug-ins and other support files that we add to help 6-in-1 run.
  2. 6-in-1 Database Files:  These files hold your client data as well as all of    6-in-1’s various screens and functionality.  
     

This document assumes that you have already installed 6-in-1 on FileMaker 19, and are simply looking to update.  In our step-by-step example, we’ll be updating from 6-in-1 2022-280 (October 7, 2022) running on FileMaker 19.5.4 to 6-in-1 2023-024 (January 24, 2023) running on FileMaker 19.6.1, although you might be updating from an even earlier version, and will be relevant for updates after v2023-024.

 

2) System Requirements

If you have successfully installed FileMaker 19 and 6-in-1 Standalone on this machine, then we can assume that your machine meets the requirements, and you should not have any issues installing the update.  If you need more information about the technical specifications, please refer to Claris’ documentation:

https://support.claris.com/s/answerview?anum=000035714&language=en_US 

 

3) Download the latest installation package

Before you start, let’s make sure you’re working from the latest version available on our downloads page:  

https://support.lacknergroup.com/Products/6-in-1/Downloads/Standalone/Windows

Note the version and date on the website.


 

4) Make note of your Customer ID

NOTE:  If you have not updated 6-in-1 recently, you may need to re-enter your customer ID at the end of this process.  Your Customer ID is a 7 digit code (4 alpha followed by 3 numeric characters), and is available on your invoice, or right in 6-in-1.

Inside 6-in-1, you can capture your Customer ID from the opening License screen, or on the bottom-right corner of the Hub & Spokes menu.

 

5) Run the installer as administrator

NOTE:  Please close 6-in-1 and FileMaker Pro before proceeding.

  1. Locate the downloaded installer.  

  2. Right-Click on the installer and select Run as Administrator.


     

  3. If prompted by UAC (User account control), please choose Yes to allow changes on your device.


     

  4. When the installer loads the welcome screen, click Next.


     

  5. You will next be prompted for a password.  Please enter the password, showtime, and then press Next.


     

  6. Next, since you are updating your existing 6-in-1 database, choose Update EXISTING, and then press Next.


     

  7. You will then be asked if you would like to customize this installation.  Most users do not need to, so simply choose No, and then press Next.  



    NOTE:  The ‘Standard’ option updates your 6-in-1 files as well as your FileMaker 19 software components.  Users who choose to customize will be prompted to confirm the location of the Estate19 folder and will be asked to confirm additional settings and actions.  This option is generally only used when problems require overriding standard settings, or in the rare case when users have multiple databases.  
     

  8. If you are running the latest version of FileMaker 19, you will not see the following prompts, and can skip to Step 6 now to continue following this guide. However, if you are running an older version of FileMaker 19, the installer will now attempt to run a patch updater.  Press Next to continue.


     

  9. When the FileMaker updater launches, you may be presented with the following wizard to update some prerequisite runtime libraries.  If so, press Next to continue.  Otherwise, skip to Step 5.10.




     

  10. If the prerequisite runtime libraries are up to date, you’ll next be presented with the following wizard step.  Press Update to continue.


     

  11. The update process will take a minute or two.


     

  12. When the update completes, press Finish.


     

  13. Then, you’ll be brought back to the 6-in-1 update wizard.  Because FileMaker required updating, this installer will have to re-start now.  Press Next to restart the installer, and then go back to Step 5.4 earlier in this guide.  If, for any reason, the installer doesn’t restart, go back to Step 5.1.

 

6) Ready to Install

This step begins at the end of the installation wizard, on the summary screen, “Ready to Install!”. 

  1. Press Next to begin extraction.



     
  2. Extraction will take a minute or so.



     
  3. When extraction is complete, press Close to launch FileMaker and initiate the update sequence in 6-in-1.



    NOTE:  When the option, “Launch 6-in-1 now?” is checked (as is default), 6-in-1 will be launched immediately upon closing the installer.  If you wish to initiate that process later, you can un-check the option and press close.  6-in-1 will automatically initiate the final sequence the next time it is launched as described in Step 7.

 

7) Launch 6-in-1 to initialize the update sequence

As discussed, the final process of updating involves launching 6-in-1 to initialize the update sequence.  During this process, your data is backed up, and installation of the new files is finalized.  Depending on the size of your databases, this process can take from a 3 to 35 minutes or more.

  1. If the installation wizard didn’t do it for you automatically, Launch 6-in-1 as you normally would.
     
  2. You’ll see our progress bar.



     
  3. Next, you’ll a screen that looks like the following.  This process can take several minutes, so please do not touch your keyboard and just let it run.  If the screen freezes and you do not see changes, just leave it be – it will complete in as little as 3 minutes… or more than 30-35, depending on the size of your databases.



     
  4. When the process completes, you’ll see a screen that looks like the following.  Make sure that your Customer ID is populated in the space provided.



     
  5. You’re done!  You can quit by pressing the Close 6-in-1 button.

 

 

 

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