Tuesday, February 21, 2017
Tekoa Guide Installing Sage 100
Tekoa Guide Installing Sage 100
Description |
- How to manage the installment of Sage 100, locate installation and upgrade information, and find specific documents
- How to upgrade from legacy versions (3.71 and prior) to the latest version of Sage
Resolution
First off, this article provides the information necessary for installing Sage 100 and also contains information and troubleshooting tips on the configuration of the various operating systems and environments in which the Sage 100 software is supported. Note: See KB 23500 Sage 100 Download Portal and select the applicable Sage 100 ERP version to download the Installation and System Administrators Article. Note: A copy of the Installation and System Administrators Guide document can be found in the "Documents" folder, in the Sage 100 ERP installation files (from where one would install Sage 100 ERP). Second, this article provides information on the changes to be expected after changing to a new version of Sage 100 ERP. Note: See KB 23500 Sage 100 Download Portal and select the applicable Sage 100 ERP version to download the Upgrade Article Always plan to review this document prior to any changes to Sage 100 ERP or the operating system. The Matrix is revised and updated when a new version is released or when a major operating system is upgraded. Note: See KB 48274 Integrated Solutions Compatibility Matrices (ISCM) for Sage 100 ERP to select the desired Sage 100 ERP version. Note: When the option exists, a Parallel upgrade is almost always recommended rather than an In-Place upgrade. Beginning with versions 4.40 and higher, In-Place upgrades are no longer available as an option. An In-Place installation can be defined as the process of installing Sage 100 ERP directly on top of a prior version. It can be easier because it requires less disc space and requires fewer steps, but can cause more work in the case of an upgrade failure. Make a backup prior to an In-Place upgrade. A Parallel upgrade can be defined as the process of installing a new version to a different file path than the prior version, then migrating the data to the new installation. It requires much more disk space than an In-Place upgrade and requires more steps, however is much less disruptive if the upgrade fails. The data can be easily accessed and repaired on the prior version, and users can continue to work in the prior version until any issues are resolved. A Parallel upgrade also allows the new version to be tested prior to committing to the final upgrade. Due to the complexities of the data conversions, the ability to access the data in the prior level is crucial. Base version needed to upgrade to versions 4.xx or higher:
Note: If the migration data is from a version prior to 3.71, you must successfully upgrade and convert to version 3.71 first before trying to renew into any versions above the version that you already have. For those who are on older versions that cannot be upgraded or converted to version 3.71, it may be necessary to treat the process as an adoption of an entirely new accounting software package. Note: If converting data from versions 3.71 through 4.30, you must run the Pre-Migration tasks prior to running Parallel Migration. (In the new Sage 100 ERP installation, open Library Master, Utilities menu, Pre-Migration and follow the prompts). MAS 200 SQL Only: For those who run MAS 200 SQL versions 3.71, 3.72, or 3.73, you must downgrade to MAS 90 version 3.71, then upgrade to a Sage 100 version like 4.40, then upgrade to Sage 100 ERP Premium version 2013 or higher. Product Updates and Program Fixes In addition to full version releases of Sage 100, Sage also releases regular Product Updates and individual Program Fixes. Sometimes a Product Update is released on the same day as a version is initially released. Therefore, make sure to check in on the Sage Knowledgebase for Product Updates and Program Fixes, and install them prior to migrating to, or converting data in, the new installation. Example: Sage 100 versions 2015 and 2014 had a mandatory Product Update 1 that was released at the same time, however Sage 100 2016 did not.
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www.sage100spokane.com
Available link for download
