How to upgrade your cloud and boxed OneBox to the new OneBox OS product

[quote] Miroshnichenko Maxim Alexandrovich OneBox CEO wrote: HOW TO ROCK BACK TO THE OLD OneBox MVP: Before moving to OneBox OS, we make a backup copy of your old OneBox with all data and as is. If you want to roll back from OneBox OS to the old version, then it will simply be deployed from the backup as is. In simple words, all the data that you enter into the OS cannot be transferred to the old version of boxing. [/quote] media will have to be backed up which means that the backup size can be > 1 TB mde))

[quote] Miroshnichenko Maxim Alexandrovich OneBox CEO wrote: The client will need: - or independently install the necessary applications from the site, reconfigure access rights for employees, configure the necessary applications (interface) - or contact partners https://crm-onebox.com/ru/partner/search/ to do it for you for an additional payment. [/quote] Something is not quite clear wording. Will the configured applications, for example, Prom.ua, where actions on it have been added in the automation application, also need to be configured again?

[quote] Sukhanitsky Andrey Integrator Premium partner Integrator CRM wrote: Something is not quite clear wording. Will the configured applications, for example, Prom.ua, where actions on it have been added in the automation application, also need to be configured again? [/quote] No

[quote] Ustimenko Igor OneBox production Premium Partner OneBox CTO wrote: [quote] Sukhanitsky Andrey Integrator Premium partner Integrator CRM wrote: Something is not quite clear wording. Will the configured applications, for example, Prom.ua, where actions on it have been added in the automation application, also need to be configured again? [/quote] No [/quote] Will all configured applications (except permissions) be automatically connected during the update?

[quote] Sukhanitsky Andrey Integrator Premium Partner Integrator CRM wrote: Will all configured applications (except permissions) be automatically connected during the update? [/quote] No only basic ones will be installed

also take into account the requirements for servers https://crm-onebox.com/ru/support/server-installation/9148-razmeshchenie-onebox-na-svoem-servere/ https://crm-onebox.com/ru/support/server-installation/8899-kakoy-nuzhen-budet-server-dlya-korobochnoy-versii-os/

[quote] Ustimenko Igor OneBox production Premium Partner OneBox CTO wrote: [quote] Sukhanitsky Andrey Integrator Premium partner Integrator CRM wrote: Will all configured applications (except permissions) be automatically connected during the update? [/quote] No only basic ones will be installed [/quote] I'm confused. Actions and settings will be registered, but applications will be disabled, right? Will those actions work in this case? Also are there actions that only appear after the app is connected? Will they disappear from the settings? What about the accesses that are registered in applications and integrations? After connecting, you need to register again?

[quote] Miroshnichenko Maxim Alexandrovich OneBox CEO wrote: HOW TO APPLY FOR RENEWAL: There is a button Upgrade to OneBox OS on the website in the client's cabinet (see screenshots). Approximately from 5-10.07.2021, users will gradually unlock this button and there it will be possible to apply to move to the OS. No need to write on the forum, create topics or write to partners in support, call someone, etc. The client needs to press this button personally. No OneBox partner or employee can do this for the customer. ------------------------------ WHAT TO DO BEFORE APPLYING FOR A RENEWAL: For cloud users - nothing. For boxed users (who are on their servers) - buy activation keys for OneBox OS + make sure that the server is suitable for the OS. Server system requirements: https://crm-onebox.com/ru/support/server-installation/8899-kakoy-nuzhen-budet-server-dlya-korobochnoy-versii-os/ https://crm-onebox.com/ru/support/server-installation/9148-razmeshchenie-onebox-na-svoem-servere/ ------------------------------ HOW TO BUY ACTIVATION KEYS FOR BOXED VERSIONS OF OneBox OS: What are activation keys and how it works - described here https://crm-onebox.com/ru/prices/#box There is a promotion for existing box customers: we take your old OneBox licenses from you and issue activation keys for OneBox OS in a ratio of 1 to 1. You can change old licenses for activation keys directly from OneBox (+380935680616 or l.losik@crm-onebox.com) or from distributors - https://crm-onebox.com/ru/partner/search/ From 07/01/2021, the exchange of licenses for keys costs $199/key/year. Distributor prices may vary slightly. Related forum topic - https://crm-onebox.com/en/support/onebox-official-news/8990-predstavlen-onebox-os-beta-zapishites-na-obnovlenie-do-01072021/ New keys can only be purchased through distributors. Estimated price $1200/key in the first year, $199/key in subsequent years. Yes, the activation key for the boxed version of OneBox OS is not eternal, and it must be renewed every year. There is also a secondary market for keys. Forum topic - https://crm-onebox.com/ru/support/prodazha-korobochnykh-onebox/9125-vtorichnie-prodazhi-korobochnih-litsenziy/ ------------------------------ HOW DOES THE TRANSITION TO OneBox OS FOR CLOUD USERS WORK: After you click on the Upgrade to OS button and accept the agreement, you will select the desired date-time interval for the upgrade. During this interval, your box will be updated to the new OneBox OS. ------------------------------ HOW THE PROCEDURE OF TRANSITION TO OneBox OS HAPPENS FOR IN-BOX USERS: Moving to OneBox OS occurs manually through partners OR automatically through the site. In automatic mode: - Apply through the website - In the application, provide full root access to your server that meets the system requirements https://crm-onebox.com/ru/support/server-installation/8899-kakoy-nuzhen-budet-server-dlya-korobochnoy-versii- os/ - Select the desired date range to update - After updating the box, write activation keys in it. Through partners: - Contact any partner who is certified to upgrade to OS https://crm-onebox.com/ru/partner/search/ (the list will be updated within a week), - tell him that you already have activation keys for the boxed version of the OS, - give him full access to your server - agree on the time and conditions of the update individually. ------------------------------ WHAT YOU NEED TO KNOW BEFORE APPLYING FOR A RENEWAL: Moving to OneBox OS is automatic. After the move, the OneBox employee will manually check: - to open your box, - so that all background scripts work out, - so that all installed applications open. - and that's it, nothing more. The client will need: - or independently install the necessary applications from the site, reconfigure access rights for employees, configure the necessary applications (interface) - or contact partners https://crm-onebox.com/ru/partner/search/ to do it for you for an additional payment. We are ready to help customers in this forum, but OneBox's responsibility for moving to OneBox OS is limited to providing the software as is (AS IS). ------------------------------ HOW TO ROCK BACK TO THE OLD OneBox MVP: Before moving to OneBox OS, we make a backup copy of your old OneBox with all data and as is. If you want to roll back from OneBox OS to the old version, then it will simply be deployed from the backup as is. In simple words, all the data that you enter into the OS cannot be transferred to the old version of boxing. [/quote] I don't understand how can I see my boxed version on OS? not just to see the functionality of the OS, which differs little from the existing one, but to see how the existing integrations will work? we cannot call ourselves to risk and pass all the licenses, tk. the work of 3 offices will be stopped in case of problems Question: Have you provided such a demo version?

Inna, hello! You can view OneBox OS on our website by clicking on the Try a new clean OneBox button. The procedure "upgrade my OneBox to OneBox OS, then we'll see how everything works and make a decision" is possible, but it is provided by partners for money. Officially, OneBox itself does not provide such a service. List of partners here: https://crm-onebox.com/en/partner/search/

[quote] I'm confused. Actions and settings will be registered, but applications will be disabled, right? Will those actions work in this case? Also are there actions that only appear after the app is connected? Will they disappear from the settings? What about the accesses that are registered in applications and integrations? After connecting, you need to register again? [/quote] The OS has a special updater-tool, which, after switching to OneBox OS, installs the necessary applications itself. In some case, he may make a mistake, we are not 100% sure of anything until we switch everyone. How this thing works: we look at all minute automations, we look at all automations on statuses. By the automation itself, we know what application it is from - and we install this application. The structure of the application settings is very similar and we just transfer them. If there is no automation, then the application will not be installed. What is guaranteed to crash and need to be configured again: 1. permissions 2. global search settings (it is gone now, local search is different in each application) 3. setting the displayed processes in the "copied applications". If the application has the mark "Can be installed several times", for example, as here https://crm-onebox.com/ru/app/crm/ - then in this application you will need to specify which PSUs to show.