Upgrading from Helm v1 to Helm v2

Customers using a Helm v1, the first revision of our hardware, who purchased a Helm v2 and wish to replace the older unit with the newer one, should use the following procedure to copy data and configuration from the v1 to the v2 and then to take the v1 permanently out of service.

The process from the user's perspective is very similar to restoring from a backup to another of the same model of Helm, but you need to take extra precautions to avoid having both old and new Helms powered on and able to reach the Internet at the same time, which is likely to result in corrupted backups and/or to hinder or prevent the v2 Helm's operation.  In short, you will make one last backup of the v1 Helm, disable its networking and then shut it down. Then, power up and restore from backup to the v2 Helm, and later perform a factory reset of the v1 Helm.

Before starting, please ensure that you have the latest version of the Helm mobile app installed and configured with administrative access to your existing v1 Helm.  If you need to reinstall the app and have forgotten the administrator password, please see the procedure for resetting it.

If you have replaced your phone since setting up your Helm, please be sure to start with a clean installation of the app and pair it with your Helm.

1. As the administrator of your v1 Helm, use the mobile app to trigger a backup. These run automatically overnight, and we want to ensure that anything the v1 Helm received since the previous night's backup is backed up as well.
2. Wait for backup to complete. Proceed with the next two steps ASAP after the backup completes, in order to disable networking on the old Helm and thus avoid receipt of new mail between the time of the final backup from old Helm and that of restoration to new Helm.
3. In mobile app, direct the old Helm to forget any saved Wi-Fi network. To do so, in the "Helm" menu, tap "Network Status", then tap the circled "i" in the wireless section. It will ask if you want to "Forget this WiFi network," regardless of whether one is saved or not. Tap "Forget." (This is a precaution to prevent the v1 Helm from accidentally connecting to the Internet in the future.)
4. Disconnect the Ethernet cable from the v1 Helm, if you had one connected.
5. Disconnect power from the v1 Helm.
6. Connect new v2 Helm via Ethernet cable to your router. The old Helm's cable is acceptable to use, or you can use the new one that came with the new Helm. Using the same physical port on your router is a good idea to reduce the number of changes being made at one time.
7. Connect power to the new v2 Helm. Please use the new power supply that came with the new Helm.
8. In the Helm mobile app, open the "Helm" menu, give it a few seconds to attempt to reach the Helm (which it cannot do, and will indicate status is "unavailable"), see the "restore" option at the bottom of the screen newly enabled, and tap that option.
9. Follow directions in the app to pair the app with the new Helm, confirming that you want to restore your account and start the restoration process.  Please note that you should not initiate pairing of the two through the phone's Bluetooth settings menu, but through the Helm mobile app.
10. Allow the restoration process to complete. The mobile app will notify you when it has done so.  Time to complete will depend on the amount of data backed up from your v1 Helm and your Internet connection's downstream transfer rate.
11. Confirm your ability to use new Helm as desired. Give it at least a few days--there is no need to rush to the next step.
12. Once you are comfortable with operation of the new v2 Helm, perform a factory reset of the old v1 Helm: Without a network cable connected, power it on. Wait for it to go through startup sequence and turn its LED sold white. Insert a paperclip or similar object into the pinhole next to the power cable, right of the Ethernet jack, hold for about 20 seconds, until the LED flashes red/white. It will reboot when it completes the process.  You can power it off at this time.