The Experian Electronic Updates ("Electronic Updates") Windows client provides data updates over the internet for use with your Experian applications. You can use it to access all of the datasets, additional datasets and DataPlus sets that you are licensed to use, as soon as new data is available.
You can configure the Electronic Updates Windows client to download data only, or to automatically install and activate data after downloading. Downloads and new data installation can be scheduled for particular times.
Electronic Updates requires the following:
|Operating system||Microsoft Windows 7,
Microsoft Windows Server 2012,
Microsoft Windows Server 2012 R2,
Microsoft Windows 10
|Software||.NET Framework 4.6|
|Internet connection||To download data updates, the machine running Electronic Updates requires:
Minimal disk space is required for the Electronic Updates program files.
The disk space required for the data files will vary according to the datasets you are downloading. The Data Guide for each dataset provides details of the disk space required. To obtain a copy of a Data Guide, contact your local technical support.
You will need space for at least two copies of each dataset. See "Downloaded Data" in the Configuration Editor help for more information about deleting unused and expired data.
We recommend that you install your Experian applications before installing the Electronic Updates Windows client - if you add other Experian applications afterwards, you must update Electronic Updates to handle the applications' data updates. You can do this in the Configuration Editor.
If you're using additional datasets, such as United Kingdom With Names, you'll have to configure data mappings in your V6 Experian applications before you can use the additional datasets downloaded by Electronic Updates. You may prefer to install data manually to set up the default data mappings before configuring the Electronic Updates Windows client. For more information about additional datasets and data mappings, see your product documentation.
A token (a series of characters used to identify the user) is required to install the Electronic Updates Windows client. You can locate your token by logging into the Electronic Updates portal and selecting the Automatic Updates tab.
To get up and running with the Electronic Updates Windows client, follow these high-level steps, or see the step-by-step installation instructions:
From Electronic Updates 2.2 onwards it's been possible to update from a previous version of the Windows client without losing the configuration of the earlier version. The Windows client won't automatically update the client even if you've selected the option to do so in the Configuration Editor.
To upgrade your client to the latest version, download and run the installer. If an earlier version of the client is detected, you can step through the installer to upgrade to the latest version. Once upgraded, the previous version of the client will no longer be available.
If you require a fresh install, remove the old version of the Electronic Updates client before beginning the installation process.
This section describes the Electronic Updates process and shows the ways it can be set up to suit your particular data updating requirements and system or network scenarios.
The Electronic Updates client runs as a Windows service. It downloads data from a network source or over the internet using a secure connection (https) and updates your applications with the data as and when you specify. We'll go through each stage of the update process.
The options controlling the behaviour of Electronic Updates at each stage are described in detail in the online help that accompanies the client.
The Electronic Updates service must be run as a user with the appropriate permissions to perform each stage of the process.
Electronic Updates scans and classifies all data stored in the configured data download location, and any other data in use by configured Experian applications. This is done by calculating the MD5 hash of each data file. This process may take some time when Electronic Updates is first started.
Electronic Updates periodically polls the configured data source for the list of available data which you are licensed to use. This is downloaded in the form of metadata from the configured data source. You can specify the polling frequency and the data source.
The available data is compared to the results collected in the scan stage, to identify any datasets which have been updated.
If new data is available, the Electronic Updates client will start downloading it from the data source, according to your download settings. If Electronic Updates is being used as a replication server, it will normally be set to download all updated data.
Downloads can be scheduled for specific times, and the bandwidth used can be limited. The data will be downloaded to a single location specified in your configuration.
If required, the newly downloaded data can be installed automatically in configured Experian applications. If Electronic Updates is being used as a replication server, this will not normally occur, since the applications will typically only be configured on the replication client machines.
The first time you use Electronic Updates with existing Experian applications, their configuration files will be changed to use data in the new download location.
Data installed in Experian server applications, such as Pro Web, requires activation before it can be used by the server's clients. If required, this can be automatically carried out by Electronic Updates after installation. Non-server applications, such as Pro Plug&Go, cannot have new data activated by Electronic Updates and must be manually restarted before the new data can be used.
You can configure your Electronic Updates installations using the Configuration Editor.
Once the Electronic Updates service is running, you can monitor download and installation activity using the Electronic Updates Status Application.
You can configure one or more installations of Electronic Updates to operate in a variety of modes to suit your network. For example, you may need the Electronic Updates client, Experian data and Experian applications to be stored on different machines.
Electronic Updates runs as a Windows service, so can only reliably access network shares using UNC filenames, such as \\machinename\sharename. Do not use mapped drive letters, such as Z:\, when referring to network shares. For more information go to http://support.microsoft.com and search for 'redirected drives'.
The following sections explain how to set up Electronic Updates in various typical scenarios, which can be extended or combined to suit the exact requirements of your network.
In the simplest scenario, Electronic Updates is installed on the same machine that is running your Experian applications. This machine must have internet access for downloading updates to Experian data, which will be stored locally. The Electronic Updates service will update the locally installed applications to use the data it downloads.
This scenario can be extended so that Electronic Updates also updates Experian applications installed on one or more remote machines (the shaded area of the diagram). Updated data will be copied to the data folders on the remote machines.
Your Experian applications may be running on a machine (or several machines) without internet access, perhaps for security reasons. In this case, you need Electronic Updates to run on a different machine.
One installation of Electronic Updates should be set up as a replication server on a machine with internet access. This will create a locally stored data folder with all the Experian data you are licensed to use, which can then be accessed by one or more replication clients. You must indicate that this machine is being used as a replication server by enabling the Data directory is replication source setting. You can locate this setting in the Configuration Editor by navigating to Downloaded Data > Data Download and Installation > Replication Source Setup.
Any of the replication clients can be extended to update Experian applications on one or more remote machines (the shaded area of the diagram). Updated data will be copied to the data folders on the remote machines.
The Electronic Updates client runs as a Windows service. The specific user account it runs as depends on your service settings. By default, the user account will be the Local System user. You can check the user account the service is running as by opening the Electronic Updates Status Application.
The user account must have appropriate permissions to download over a secure connection (https) to the internet, store datasets and access network shares or remote machines depending on your Electronic Updates set up. It must also have read access (and, to use the Full Install mode, write access) to the configuration files of all Experian products that will receive updates.
You can change the account used by Electronic Updates from the Windows Services dialog in the Configuration Editor. The Windows Service can then be started from there.
If you have difficulty starting or restarting the service, you should check that the user account has "run as service" permissions.
Certain datasets may be restricted to a specific geographical location.
Electronic Updates creates detailed log files of the service's activity, which may be useful for monitoring or troubleshooting purposes. The logs are stored as text files in the Logs subfolder in the location selected during installation.
You can control the information logged by Electronic Updates with the Configuration Editor.
Configuration options for Electronic Updates are set during installation. To change the default settings and configure advanced options, you can use the Configuration Editor. This can be started by navigating to Start menu > Electronic Updates program group > Configuration Editor.
For detailed information about configuration options, in the Configuration Editor, click the Help button. Alternatively, you can view the help system by navigating to Start menu > Electronic Updates program group > Documentation.
The Electronic Updates Status application can be used to monitor the performance of Electronic Updates, to get information about downloads currently available, which software versions are left to update, and general information about the client.
You can access the Electronic Updates Status application can be accessed from the Configuration Complete screen of the Configuration Pages.
Status tray icon
When closed, the Electronic Updates Status Application is minimized into your computer's system tray.
The status tray icon will be one of the following two colours:
|Status tray colour||Description|
|Blue||The client is running correctly.|
The client is not running. Check your internet connection or the Errors
You can re-start the client service from the Configuration Editor > Client Service page.
Electronic Updates can be used to update all available datasets for a wide range of Experian on premise applications (V4 and above only) on Windows or Unix/Linux. These products include: Pro, Pro Web, Batch, NameTracer, Authenticate and our QAS for solutions.
No. The Electronic Updates service applies new data updates without interruption to users. Customers with standalone or Plug&Go installations can easily configure the solution to apply updates at certain times of the day, for example outside of office hours.
For more information on setting this up, see "Installation Times Restrictions" in the Configuration Editor help.
The Electronic Updates client can be configured to automatically activate data for server-based products such as Pro server and Pro Web, and no down time will be experienced by users of the products. The Electronic Updates Windows client can also update the configuration files for standalone products such as Batch and Pro. Once the configuration files have been updated, you must restart the Experian application for the new data to come into effect.
For more information, see "Data Applications To Update" in the Configuration Editor Help.
No - Electronic Updates can easily be configured to throttle bandwidth at a desired level and restrict downloading to specific times (e.g. evenings and weekends).
For more information, see "Download Restrictions" in the Configuration Editor Help.
The easiest way to be notified of data updates is to set up email notifications. Electronic Updates Windows client can be configured to send emails via your local SMTP server to multiple internal contacts or email groups.
For more information, see "Email Notification Preferences" in the Configuration Editor Help.
Yes - you can set these up in the Configuration Editor (Windows client only). Multiple email addresses can entered into the ‘To Email address‘ field under ‘Server and notification preferences’ in the Configuration Editor, and they must be separated with a comma. You can test the email notification settings by clicking the ‘Send Test Email’ button.
For more information, see "Email Notification Preferences" in the Configuration Editor Help.
No. Electronic Updates should not negatively impact any other applications on the same machine. It is important to ensure that you have adequate disk space to house the downloaded data. The Electronic Updates Configuration Editor can be configured to purge expired data files to free up disk space.
Full Install – This will download all available updates, make amendments to the specified products configurations files, and, in the case of Pro Web/Pro Server, will “Activate” the data. This method requires no Manual input.
Download and update – This will download all available updates and make amendments to the specified products configuration files, (users will need to use the “Administrator Console” to “Activate” the latest data for Pro Web/Pro Server).
Download only – This will download all available updates, however in order for the products to use these files they will need to be manually moved to the products current “Data Directory” replacing the older files, alternatively you can update the products configuration files to point to the new location thereby making this your new “Data Directory”.
For more information about setting up Experian applications, see “Data Applications To Update” in the Configuration Editor Help.
There are a couple things to check here: