Update Manager ensures you have the latest updates in security for both Federal and State tax preparation.


Scheduled Updates


Scheduled updates may be set to run overnight when there will be no conflict with normal office operations.


To set up Scheduled updates


    1. Select the button to the left of Schedule software updates to occur at.
    2. Set the time to run updates by clicking on the hour, minute, second, and AM/PM fields, then clicking the up or down arrows to the right
    3. Click Exit to leave the Update Manager.


Updates will now run at the scheduled time. Be sure to configure Sleep and Hibernation settings so they don't interrupt your updates.



Notes

• Drake Software must be closed for Scheduled Updates to run.

• When using a network, Drake Software must be closed on all workstations and the server for Scheduled Updates to run.



Manual Updates


Manual updates require you to update any available updates at any time during the day.


To install manual updates


    1. Attempt to log into the software
    2. At the prompt, either allow the updates to run or cancel the operation
      • If the updates are allowed to run, they will be applied
      • If the updates are not allowed to run, the software will close


When updates are applied, the software will automatically restart


View Release Notes


Release notes may be found in the bottom pane of the window. This section tells you what was changed in each update. Release notes are organized by program packages, each with its own tab. State packages share a tab. Each tab can be sorted by the column headers in ascending or descending order.


To view release notes, double-click the description. The note opens in the Report Viewer.



Notes

• Your computer needs to be on and a user needs to be logged into the computer.

• If your computer is not on and a user is not logged in, you will not receive scheduled updates.

• See the instructions for Installing State Program files for states and cities installations.