1. Do all computers that will have Gorilla installed meet our system requirements? (Refer to the Hardware Specifications.) 
   
2. Does your network meet our system requirements? (Refer to the Hardware Specifications.)
   
3. Print the checklist on page 3 and fill it in as you answer the questions below. Print 1 copy of the checklist for up to 10 workstations. Print 1 copy of the SMTP settings for each computer using SMTP. If you have specialized printer settings, print that page as well. 
   
4. Is Gorilla currently running on a network?
   
5. Where is the database located? (In Gorilla, go to Tools>Options>Directories to see the location of your database and data folders. Everyone in the office should be pointing to the same database and data folder.)
   
6. Where is the Gorilla Data Folder located? 
   
7. List the version of Gorilla currently in use. In Gorilla, go to Help, About to see the   version number.  Note : All computers accessing Gorilla need to have the same version installed. If this is currently not the case, contact Software Support.
   
8. Which computers need to have Gorilla installed? List the computers in the order you will likely upgrade.  Note : Gorilla does not need to be installed on the network server if it is just hosting your database and data files. As you upgrade each workstation, mark it completed.  
   
9. Which installation type is needed for each computer?  Circle M (Master), NM (Non-Master), or S (Satellite) for each computer on your checklist.
   
   1. Master Setup  – Gorilla is installed with the full program and all of the utilities. We recommend using this installation type for the CO’s computer.
      
   2. Non-Master Setup  – Gorilla is installed with the full program, and does not include the database utilities. This installation type is recommended for other users in your office. 
      
   3. Satellite Setup  – A limited version of Gorilla is installed. You will not be able to do Messaging or Campaigns. This installation type is used if you cannot connect to the database through a network.
      
   4. Upgrade From a Previous Version –  Upgrades from an existing version of Gorilla to the latest version. This option should only be used if you already have a previous version of Gorilla installed on your computer.   
      
10. On each computer, check to see if SMTP settings are being used. To do this, in Gorilla, go to  Tools, Options, Messaging  and see if the checkbox next to  Send email using SMTP  is checked. If SMTP is used, enter  Y  in that column and fill out the SMTP Settings Checklist for that computer. 
    
11. On each computer, check to see if you have special printer settings. If so, enter  Y  in that column and fill out a Printer Settings Checklist for that computer. To check, in Gorilla, go to  Tools, Options, Printers  and record the settings. 
    

Note: If you are upgrading from a previous version of Gorilla, you will need to upgrade the database and install the new version on all computers before anyone accesses the upgraded database.

Complete this page for each user that is currently set up to send SMTP emails.

Download

1. Click here to download the installation files. 
2. Fill in your email address, first name and last name, company is optional, then click Continue.
   
3. Click on the Download button from the top right and save the file to your desktop, network drive, or USB drive.  Note : If you are installing on multiple computers, you will need to access these files from each computer. 
   
4. When the download is complete, click on the .zip file at the bottom of your browser, then right click in a blank area of the window that opened and choose “Extract All”.
   
5. Click on Browse and choose where you want to extract the files. Check the box that says “Show extracted files when complete” and click Extract.
   

• If you are upgrading from any version of Gorilla prior to Gorilla 4.0, contact Software Support to upgrade the database for you.
  
• Once you have upgraded the database, anyone with the old version of Gorilla will not be able to use Gorilla until you have installed the new version on their computer.
  
• You will need to first uninstall your current version of Gorilla before you install the new version on each computer.  
  

1. If you have any satellite computers that use the satellite import/export wizard to synchronize data, import the satellite before proceeding with the upgrade. Also, dock any laptops that are currently undocked.
   
2. If you are using Outlook Sync, run the Sync utility.
   
3. Do a backup of the Gorilla Database (mdb file), Data Folder, and Reports Folder.  The Reports Folder should be in the same location as the Database and Data Folder.  
   
4. Run the Database fixer and Compact Database Utilities
   

1. Close Gorilla.
   
2. Open the Gorilla 4.3 folder you downloaded and unzipped.
   
3. Double click  Setup.exe .
   
4. Follow the prompts to install Gorilla 4.3. On the Setup Type page, select the appropriate option for this workstation. If this the first computer you are upgrading, choose the “Upgrade From” option that matches which version are you upgrading from. For all other screens, you will select the defaults.
   
5. Once the installation is complete, click Finish to exit out of the install shield wizard.
   

• Verify that your upgraded database (B43.mdb) is in the location listed on your Installation Checklist. If not, move it there.
  
• Verify that your data and reports folders are in the location listed on your Installation Checklist.
  

Now that you have your database upgraded, you will need to uninstall your old version of Gorilla and install the new version on each remaining computer.

1. Close Gorilla.
   
2. Uninstall Gorilla.
   
   1. From the Start menu, open the Control Panel.
      
   2. Go to Add/Remove Programs or Program Features.
      
   3. Highlight “Gorilla CRM System for Financial Services” and click on Uninstall.
      
   4. Follow the prompts to uninstall Gorilla.
      
3. Open the Gorilla 4.3 folder you downloaded and unzipped.
   
4. Double click setup.exe.
   
5. Follow the prompts to install Gorilla 4.3. Refer to your Installation Checklist as you proceed. In most cases, you will select the defaults.
   
6. Follow all steps below.  
   

Set Gorilla Directories

1. Double Click on the Gorilla Icon. The following message may pop up:
   
   
   
2. Click “Yes.” Navigate to the location where the Gorilla database is located, and double click on the database file. It should be named B43.mdb.
   
   1. If you continue getting this error, call Software Support at 801-553-9888.
      
3. Gorilla will open. Log In.
   
4. Click Tools, Options, then select the Directories tab.
   
5. Change the first 5 directories to the location of your database and data files. Unless you are using a satellite version of Gorilla do not change the Satellite Directory.
   
6. Click “Close,” then Close and Re-Open Gorilla as directed.  
   

Set Up Microsoft Word

1. Close Gorilla, Outlook, and all Word documents.
   
2. Open a blank Word document.
   
3. Click File > Options.
   
4. On the General tab make sure the Username is filled in and there are two or three capital letters in Initials.
   
   • If you are you using  Office 2013 and higher , scroll down to the bottom and uncheck the box “Open Email attachments and other uneditable files in Read Only view.”
     
5. On the left, select “Advanced.”
   
6. Scroll down to the bottom under General--click “File Locations.”
   
7. Double click on “User Templates.”
   
8. Update the path so that it points to C:\Program Files (x86)\Bill Good Marketing\Gorilla CRM FS 4.3\Word Templates
   
9. Click “OK.”
   
10. On the left, select “Trust Center.”
    
11. Click on “Trust Center Settings.”
    
12. Click on “Macro Settings.”
    
13. Select “Enable all macros.”
    
14. Click “OK.”
    
15. Close out of MS Word.
    
16. Make sure Outlook is also set to Enable all Macros using the same steps listed above.  
    

Set Up Email Sync

If you are using the Email Sync, you will need to set it up.

1. Open Gorilla.
   
2. Go to  Tools, Options , and the  Other Window Options  tab.
   
3. On the left side of the screen, click on  Email Synchronization .
   
4. On the right, check the box for  Outlook .
   
5. Input the email address you’d like to sync with.
   
6. Enable automatic sync if you would like to turn on auto sync.  
   

Reset the SMTP Email Settings

1. In Gorilla, go to  Tools, Options, Messaging , and check the box next to Send email using SMTP.
   
2. Click on  Yes  to open the SMTP Options.
   
3. Enter the settings you recorded on the SMTP Settings Checklist for this computer.  
   

Reset the Printer Settings

1. In Gorilla, go to  Tools, Options, Printers .
   
2. Enter the settings you recorded on the Printer Settings Checklist for this computer.  
   

Repeat from “On Each Workstation” until all computers are installed and set up.