Upgrading from Unite 21.1 to Unite 23.1

Upgrading from Unite 21.1 to Unite 23.1

About Unite 23.1 - this version introduces a new concept that allows you to use the same login for all 3Shape services. It is called 3Shape Account and it is available to all users who work with 3Shape software. All users must have their own 3Shape Account. We advise you to create your accounts and decide on your Administrator role before you initiate any of the upgrading steps. Only a User with a 3Shape Account Administrator role can perform the upgrade and invite other Account users to join the Company.

Create 3Shape Account now

Preparation checklist

Have you:

• Backed up your data?
• Set aside 1.5 hours?
• Identified the owner of your active license?
• Made sure all users have 3Shape Accounts?
• Decided on who is the Administrator of all Accounts and ensured they belong to the company?
• Checked if you need Client/Server or standalone installation?
• Checked that you have stable internet and met minimum system requirements?
• Made sure that you are performing this during Customer Support hours?
   

Upgrade steps

1. Prepare the device for the update: delete users that should no longer be there after the update by going to More -> General -> Users -> select user -> Delete.

2. Check that the selected administrator is on the device, if not, create their user and link with the 3Shape Account (can be known as the Communicate account). Administrators should be added to all devices prior to the upgrade. 

3. Check for updates by clicking More>Store and then you can see if there are upgrades available.

4. A User with an Administrator role (could be Company Owner) should click on get started. 

5. Click on “Sign-in with an existing account” and enter your 3shape account credentials.

6. Review your company data and click on “my company data is correct”.

7. Review your personal information and click on “my personal data is correct”.

8. Click on “I have read and understood” and click on “register” to link Unite to your 3Shape Account.

9. Create a personal PIN code and click on “Next”.

10. Now the system is ready to use. 

11. After the update, all Users who created Accounts and were invited and/or accepted by the Admin User will see their Avatars on the screen.

12. If a user cannot see their avatar, then they can click Add user to join the company.