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Update the Portal

Modified: 6 Jun 2026 Viewpoint Financial Controls Administration Help

Update your employee portal to the latest version.

Important: Be sure to review portal prerequisites before proceeding. See Server Requirements / Pre-Installation for more details.
  1. Access the server where the portal is installed.
  2. On the desktop, locate and select the shortcut to the portal updater.
    A window describing new features opens.
  3. Select Next to launch the Setup Wizard.
    Note: If the Setup Wizard does not launch, you may already be using the most recent version of the portal.
  4. In the first screen of the Setup Wizard, enter the name of the server where the KDS-HRIM database is installed.
    1. If you are unsure of the server name, open SQL Server Management Studio to navigate to the database and determine the server name.
    2. If you cannot connect to the server with Windows credentials, select Windows Trusted Connection in the Setup Wizard screen. Otherwise, select SQL Server Login.
      Note: The credentials you use must have System Admin Roles for the SQL server where the KDS-HRIM database is installed.
    3. Select Next.


  5. In the next screen of the Setup Wizard, enter the name of the server where your Vista database resides. This is often the same server where the KDS-HRIM database is installed.
    1. If you are unsure of the server name, open SQL Server Management Studio to navigate to the database and determine the server name.
    2. If you cannot connect to the server with Windows credentials, select Windows Trusted Connection in the Setup Wizard screen. Otherwise, select SQL Server Login.
    3. Select Next.
  6. In the Setup Wizard, the Select installation folder screen opens. You can install to the directory shown, or navigate to a different directory.
  7. Select Next.
  8. Select Install.
If you have any issues updating the portal, see Troubleshooting Portal Updates for help.
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