Update to Unite 24.1 from earlier Unite versions

12/04/2024

Updating from version older than Unite 23.1

It's not possible to update directly to Unite 24.1 from version older than Unite 23.1, as this version is an important pre-requisite for updating to Unite 24.1.

See this article for full information on how to update from earlier versions to Untie 23.1:

Upgrading from Unite 21.1 / 21.2 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.

Updating from Unite 23.1

About Unite 24.1 - This version of Unite is the workflow software that brings you fully up to date with the latest technology in our workflow software. It brings you cloud storage, a cloud-based app and web portal, and the ability to work from anywhere.

Important: the most important thing before upgrading is to make sure that a User with a 3Shape Account Administrator role performs the upgrade as they will invite other Account users to join the Company.

What will happen during the update?

Local data from your device is backed up.
Licenses are transferred from your dongle to the cloud.
Your Data (patients, cases, files and settings) is uploaded to the cloud - if the administrator of your 3Shape Account Company consents to using cloud storage.

Changes you will see after the update

Data handling in the cloud

Local data is mirrored to the cloud immediately after login into the updated 3Shape Unite. If there are several devices registered in your 3Shape Account company, all data from all devices will be stored in the cloud. This caters for a disaster recovery scenario. Any data handling (downloading, uploading), state (‘downloaded’ or ‘in progress’) and change (new version of the case), as well as Cloud status for a device is visualized with new icons in 3Shape Unite.

New Licenses page in 3Shape Unite Store

3Shape Unite Store introduces a new page, where you can see all your 3Shaoe app licenses and subscriptions they are included in. Only licenses that are in the cloud (i.e., licenses for 3Shape apps in 3Shape Unite) will be visible on that page. The licenses that remained on the dongle will not be visible.
In 3Shape Unite Store it’s possible to transfer more dongles or retry transferring a dongle that had an issue during the initial transfer. In 3Shape Unite Store it is also possible to activate new cloud-based subscription via activation code.

Important Notes

Just like other cloud-based solutions, 3Shape Unite 24.1 always needs a stable internet connection to fully utilize the benefits of cloud storage and have uninterrupted access to app licenses in the cloud.
Starting from 3Shape Unite 24.1, country setting will be taken from your 3Shape Account company, and it will be not possible to select your country manually upon installation of a new device. If your current country selection in Unite doesn’t match with the country in your 3Shape Account company, you will be blocked from updating to 3Shape Unite 24.1 and need to contact Support for further assistance.
Make sure to have Windows updated before starting the upgrade progress.

Preparation checklist

Have you:

Set aside 1.5 hours?
Decided on who is the Administrator of all Accounts?
Checked if you need client server or standalone installation?
Checked that you have stable internet and meet minimum system requirements?
Made sure that you perform this during Customer Support hours?

Update steps

1. Once 3Shape Unite 24.1 is available for your system, we will automatically start downloading the update files in the background. Once the download has finished, click on a pop-up message in the lower-left corner of your screen, informing that a new update is available:

2. You will be redirected to the Unite Store, where you will see that the files for updating your 3Shape Unite and other apps have been downloaded. You can proceed with clicking “Update all”.

3. A pre-update warning that indicates the estimated time this process will take (more than 1 hour) and that user interaction is required throughout the update. Press "Update now” if you are ready to proceed or choose to update later if the time is not convenient or if you have patients scheduled shortly. shortly.

4. The update process will start, you will see a progress bar where you can check the progress.

5. After the update process has finished, 3Shape Unite 24.1 will open automatically and show an information screen about the new cloud features in addition to the existing functionality of 3Shape Unite. It will be shown only once per device after the update. Press “Next” to continue.

6. Once the update process is completed, the administrator of your 3Shape Account Company needs to log in.

IMPORTANT NOTE

When migrating information to Unite 24.1, please keep in mind that a user can belong to multiple companies. When you reach the step shown in the image, make sure to select the correct company where you want to migrate the information and its licenses.

Although a user may belong to several companies, the primary company will always appear by default.

7. After logging in, the Administrator will have to choose the storage type (cloud or local) on behalf of the whole company. The software will show as pre-selected the option to “Enable cloud storage” but if you would like to refrain from using it, you can select the option "Disable cloud storage" and store your data locally.

After choosing the storage type, the Administrator will have to accept several more agreements and terms & conditions.

8. Once you have signed the required agreements, 3Shape Unite will finalize setting up after the update.

9. The next step is to move your licenses from the dongle to the cloud. You will see a window showing the dongle(s) detected in your device and you should press “Move” to start transferring your dongle into cloud.

10. After the licenses have been successfully moved into the cloud, 3Shape Unite will need a bit more time to finalize the update and prepare the cases to be used in the new software architecture. During this process it's not possible to work in Unite, and it will happen for all users regardless of their choice of storage type - cloud or local. If there is a critical need to scan a patient, it's possible to pause this process to make a scan, and after that the process will resume automatically.

11. Finally, you will be welcomed by the updated 3Shape Unite Help Center where you will have access to the documentation of what's new with Unite 24.1 and other options to get the latest information of your Unite solution.

That’s it! You have now upgraded your system to the latest in our suite, which ensures you are supported and secured and can benefit from recent innovations in digital dentistry.

Update to Unite 24.1 from earlier Unite versions