docs/8.0/ayanova/docs/adm-import-customer.md

@@ -21,7 +21,7 @@ Any field in the import file that is not listed on this page will be removed bef
 - Tags
 - WebAddress
 - AlertNotes
-- BillHeadOffice
+- BillHeadOffice (MUST specify a HeadOfficeViz if this is true.  This field must contain a value if supplied.)
 - TechNotes
 - AccountNumber
 - ContractExpires
@@ -47,7 +47,7 @@ Any field in the import file that is not listed on this page will be removed bef
 
 The following linked objects are supported for importing / updating:
 
-- HeadOffice via "HeadOfficeViz" field which must contain the name of an existing HeadOffice
+- HeadOffice via "HeadOfficeViz" field which must contain the name of an existing HeadOffice. BillHeadOffice must be included and set to true to use this field.
 - Contract via "ContractViz" field which must contain the name of an existing Contract. If the Contract is specified then the ContractExpires field can be used to set the expiry date of the Contract. If ContractExpires is omitted then it is set to the import date and time minus 1 minute so that it won't take effect until it's been set to a future date.
 
 ## JSON file format

docs/8.0/ayanova/docs/adm-import-part-assembly.md

@@ -136,5 +136,5 @@ The Items column **must** be:
 Name,Active,Notes,Wiki,Tags,Items
 Primary 7242,true,Corrupti et animi non soluta.,,"orange,silver,zone3,zone5","097091|1.00000,874579|3.00000,375486|1.00000,983612|15.00000"
 Lower Arm 5369,true,Voluptatum et molestiae magnam at iste similique iusto modi ea.,,"orange,zebra,zone1","734629|1.00000,048902|1.00000"
-Board 9995,true,Iure eius ut id consequatur omnis aut ut.,,"gold,mauve,violet,zone8","335219|1.00000|048902|1.00000,417318|1.00000"
+Board 9995,true,Iure eius ut id consequatur omnis aut ut.,,"gold,mauve,violet,zone8","335219|1.00000,048902|1.00000,417318|1.00000"
 ```

docs/8.0/ayanova/docs/adm-import.md

@@ -200,6 +200,16 @@ Each object type listed below links to a page showing the specific format requir
 - ##### [Unit models](adm-import-unit-model.md)
 - ##### [Vendors](adm-import-vendor.md)
 
+## Import order when starting with a new AyaNova database
+
+If you are getting started with AyaNova and importing your own data from other sources, several of the objects require other objects to already be present in the AyaNova database first.
+
+- import Vendors before importing Parts, Unit Models or Units
+- import Unit Models before importing Units
+- import Part Warehouses before importing Part Inventory Transactions
+- import Parts before importing Part Inventory Transactions or Part Assemblies
+- import Head Offices before importing Customers
+
 ## Import form
 
 #### Type

docs/8.0/ayanova/docs/ops-install-windows-iis.md

@@ -125,11 +125,11 @@ dotnet --list-runtimes
 
 Once you have ensured the three requirements above are installed and available, download and run the AyaNova network installer: [https://www.ayanova.com/download/ayanova-windows-x64-lan-setup.exe](https://www.ayanova.com/download/ayanova-windows-x64-lan-setup.exe).
 
-**IMPORTANT**: You MUST UNCHECK the option 'Start AyaNova server when Windows starts'
+**IMPORTANT**: You **MUST UNCHECK** the option 'Start AyaNova server when Windows starts'
 
 ![SCREENSHOT OF setup window un checked server start with windows](img/ops-install-windows-lan-uncheck.png)
 
-This is because IIS will be responsible for starting and stopping AyaNova. If you do select start with windows re-run the installer and uncheck it and finish the installation again.
+This is because IIS will be responsible for starting and stopping AyaNova. If you accidentally select start with windows re-run the installer and uncheck it and finish the installation again.
 
 Click next to continue to the next step:
 

docs/8.0/ayanova/docs/ops-upgrade-linux-server.md

@@ -12,6 +12,8 @@ If you do not have a fresh backup there will be no way to recover from potential
 
 ### 2\. Upgrade
 
+Ensure all other Users are logged out of AyaNova before proceeding.
+
 The following shell script will automatically stop the AyaNova server service, remove the old AyaNova files, download and unzip the latest AyaNova files then start the server service.
 
 Run the following shell commands:

docs/8.0/ayanova/docs/ops-upgrade-windows-iis.md

@@ -1,7 +1,5 @@
 # AyaNova Windows IIS hosted platform upgrade
 
-The upgrade process involves stopping the AyaNova IIS site, replacing the AyaNova program files with the latest version and restarting the AyaNova IIS site.
-
 These instructions assume the original installation steps were followed without changes, if you had to make changes adjust accordingly.
 
 ### 1\. Backup
@@ -16,6 +14,8 @@ If you do not have a fresh backup there will be no way to recover from potential
 
 ### 3\. Stop the AyaNova IIS site
 
+Ensure all other Users are logged out of AyaNova before stopping the server.
+
 Stop the AyaNova site in the IIS manager:
 
 ![image stop IIS site](img/ops-upgrade-windows-iis-stop-site.png)
@@ -24,7 +24,7 @@ Stop the AyaNova site in the IIS manager:
 
 Run the setup file downloaded in step 2 above.
 
-**IMPORTANT**: You MUST NOT CHECK the option 'Start AyaNova server when Windows starts'
+**IMPORTANT**: Make sure the option 'Start AyaNova server when Windows starts' is NOT checked
 
 ![SCREENSHOT OF setup window un checked server start with windows](img/ops-install-windows-lan-uncheck.png)
 
@@ -58,4 +58,4 @@ Start the AyaNova site in the IIS manager:
 
 ![image start IIS site](img/ops-upgrade-windows-iis-start-site.png)
 
-Open the AyaNova web app as you normally would, the login form will open in your browser and after a short delay you should see the page refresh and the new version number be displayed at the bottom of the login form.
+Open the AyaNova web app in your browser, the login form will open in your browser and after a short delay you should see the page refresh and the new version number be displayed at the bottom of the login form.

docs/8.0/ayanova/docs/ops-upgrade-windows-lan.md

@@ -1,13 +1,55 @@
-# AyaNova Windows platform upgrade
+# AyaNova Windows local network platform upgrade
 
-Follow the upgrade instructions for your installation type below.
+These instructions assume the original installation steps were followed without changes, if you had to make changes adjust accordingly.
 
-## Single user upgrade
+### 1\. Backup
 
-### Local area network upgrade
+Before proceeding, [make a backup](ops-form-backup.md) of the database **and** the attachment files and store it in a safe place.
 
-AyaNova server running alone and access directly by users within a local office network.
+If you do not have a fresh backup there will be no way to recover from potential data loss or damage.
 
-### AyaNova server hosted through IIS upgrade
+### 2\. Download setup file
 
-AyaNova hosted via Microsoft Internet Information Server that is included with most editions of Windows.
+[https://www.ayanova.com/download/ayanova-windows-x64-lan-setup.exe](https://www.ayanova.com/download/ayanova-windows-x64-lan-setup.exe)
+
+### 3\. Stop the AyaNova server
+
+Ensure all other Users are logged out of AyaNova before stopping the server.
+
+To shut down the AyaNova server cleanly use the AyaNova web app form accessed from Server Operations -> Server State and the menu item [Shut down server](ops-server-state.md#shutting-down-the-ayanova-server).
+
+Alternatively you can force close AyaNova using the ctrl-c key combination in the AyaNova launcher window.
+
+### 4\. Setup
+
+Run the setup file downloaded in step 2 above.
+
+Keep the checkmark on _Start AyaNova server when Windows starts_ and click on _next_.
+
+![SCREENSHOT OF setup window checkmarked server start with windows](img/ops-install-windows-lan-startup.png)
+
+You will be prompted to go to the asp.net core download page:
+
+![SCREENSHOT OF question about setup asp.net](img/ops-install-windows-lan-aspnetcore.png)
+
+Select No.
+
+You will next be prompted to go the PostgreSQL installer page:
+
+![SCREENSHOT OF question about setup pgsql](img/ops-install-windows-lan-postgressql.png)
+
+Select No.
+
+The files will be updated and a final prompt will appear and ask if you want to overwrite the config.json file during setup:
+
+![image prompt overwrite config.json file](img/ops-upgrade-windows-single-overwrite-config-prompt.png)
+
+Select **Keep the existing file**.
+
+If you select the overwrite option by accident you will need to re-edit the config.json file as you did during the [initial installation](ops-install-windows-lan.md#4-ayanova-server-configuration) once installation has completed before restarting the AyaNova server.
+
+### 5\. Start the AyaNova server
+
+![SCREENSHOT OF server desktop shortcut](img/ops-install-windows-lan-desktopayanovaserver.png)
+
+Open the AyaNova web app in your browser, after a short delay you should see the page refresh and the new version number be displayed at the bottom of the login form.

docs/8.0/ayanova/docs/ops-upgrade-windows-single.md

@@ -1,6 +1,5 @@
 # AyaNova Windows single user platform upgrade
 
-The upgrade process involves replacing the AyaNova program files with the latest version and restarting the AyaNova server.
 
 These instructions assume the original installation steps were followed without changes, if you had to make changes adjust accordingly.
 
@@ -32,4 +31,4 @@ Run the setup file downloaded in the last step and follow the instructions.
 
 Allow setup to _Launch AyaNova_ at the end of setup when prompted.
 
-The login form will open in your browser and after a short delay you should see the page refresh and the new version number be displayed at the bottom of the login form.
+The login form will open in your browser and after a short delay you should see the page refresh and the new version number be displayed at the bottom of the form.