Installing Sage 100 Premium

Read this guide completely before installing and setting up Sage 100 Premium. A series of procedures must be completed for new installations. For more information, read the Getting Started Guide, which is available in the Documentation folder within the Sage 100 installation program.

When upgrading a system, there are additional pre- and post-installation instructions for converting to the current version. For more information, read the Customer Upgrade Guide. To access this guide, select a product from the Autorun screen, and then click Documentation on the product screen.

Run the Sage 100 Premium installation wizard to install a new instance of Sage 100 Premium or to upgrade your system from a prior version. The installation wizard guides you through the installation.

To install Sage 100 Premium

1. Log on to the server where Sage 100 will be installed using the Administrator account. Please note:

   • We strongly recommend using the Administrator account rather an account with administrator rights.

   • You must run the Setup program on the Windows server, not from a workstation connected to the server.

   • If you plan to select the Windows authentication option when running the installation wizard, the account must be a member of the sysadmin role on the server. This is necessary to ensure that the MAS_SYSTEM SQL database is created correctly.

2. Close down other programs. Do not close antivirus, antispyware, and script-blocking software unless it is actually interfering with the installation.

3. Download the Sage 100 2021.exe file from the location specified in your Download Notification e-mail from Sage.

   Note: Save the download file in a folder located directly beneath the root directory. For example: C:\temp.

   The installation program must be saved on the server where you are installing Sage 100.

4. If you aren’t automatically asked to extract the installation files, click the Sage 100 2021.exe file to extract them. The Sage 100 2021 folder, which contains the installation files, will be extracted.

5. In the Sage 100 2021 folder, right-click Autorun.exe, and then select Run as administrator. You must start the installation program using the Autorun.exe file. Starting the program by running a different file may result in installation errors.

6. On the Autorun screen, click Sage 100 Premium, and then click Install Sage 100 Premium to start the installation.

7. Follow the steps in the installation wizard to install a new instance or upgrade an existing installation.

   Note: When specifying where to install Sage 100, do not nest a destination folder in folders named MAS90 or SOA.

   If you’re installing on a computer running a 64-bit version of Windows, you’ll have the option to install either the 64-bit or 32-bit version of Sage 100.

We recommend installing the 32-bit version, migrating your data, and then running the 32-bit/64-bit Switch Utility to convert version 2021 from 32-bit to 64-bit. For more information, see the Sage 100 2021 Upgrade Guide.

When you reach the Sage 100 Integration Engine Service screen, keep the following notes in mind:

• If you’re integrating Sage 100 with Sage CRM, the user account that you enter must have access to run the Sage 100 Integration Engine service and also the server where Sage CRM is installed.

• The service is disabled by default. For more information, see Installing Sage CRM.

• The default port number is used only for the integration with Sage CRM, not for the Sage 100 Application Server.

The time required to install depends on the number of modules selected. If several modules are installed, this process may take several minutes.

If you receive a message stating that no installation of Adobe Acrobat Reader was detected, click OK to continue with the installation. To install the application, on the Sage 100 Standard screen, click Productivity Applications, and then click Install Acrobat Reader.

After the Sage 100 installation is completed, the Upgrade Checklist automatically appears if Acrobat Reader is installed. To manually access this document, click Documentation on the Sage 100 Premium screen.

Perform the following tasks after installing Sage 100 Premium.

1. Create a backup of the MAS90 folder created when you installed Sage 100. The backup will be useful in case you need to reverse any changes; you may be able to do so without reinstalling the product.

2. If you are upgrading, refer to the Customer Upgrade Guide, which is available on the Sage 100 Documents page and in the Documentation folder within the Sage 100 installation program.

   Review the changes that have been made in Sage 100, and follow instructions in the upgrade checklist to migrate and convert your data.

3. Install any Sage 100 2021 updates that are available in the Sage Knowledgebase.

4. Create a share at least one folder above the MAS90 folder. This is required before running Workstation Setup. For more information, see Sage 100 Security Permissions .

5. Set up and start the Application Server (see Using the Application Server).

6. To run Microsoft Script links, you must have the Microsoft Windows Script Host processor on your system. For information on installing the Microsoft Windows Script Host processor, refer to the Microsoft Download Center Web site.

7. Install Sage CRM if you plan to use that product (see Installing Sage CRM).

8. Run Workstation Setup on all workstations that will access the Sage 100 Premium installation.

   For details, see Workstation Setup.

   • Workstations used to process credit card transactions or set up credit card processing require a working Internet connection.

   • Add www.sageexchange.com to the list of trusted websites for any workstations that will be using the Paya Connect Desktop to set up credit card related data.

9. If you process credit cards or ACH payments through Paya (formerly Sage Payment Solutions), you must install Paya Connect Desktop. For more information, see Setting Up Credit Card and ACH Payment Processing.

10. If you plan to use Sage Intelligence reporting, see Installing Sage Intelligence Reporting .

11. Install optional productivity applications, such as SAP Crystal Reports Designer, on each workstation as needed. Installing SAP Crystal Reports Designer is necessary only if you plan to create or modify reports.

12. If you are installing Federal and State Tax Reporting, you must install it on each Sage 100 workstation. For more information see Installing Federal and State Tax Reporting.

13. If you're using the Payroll module, to ensure that your system can communicate with the tax calculation engine, add the following URL to your browser's trusted sites list: sap.na.sage.com

    Complete this step on all workstations that will be used to process payroll, and also on the server where Sage 100 is installed if the Process Tax Calculation on the Server check box is selected in System Configuration.

If you are upgrading from an earlier version of Sage 100, you can skip the following steps.

14. Create companies and activate modules (see Creating and Activating Companies).

15. Create roles and user codes, and set up system preferences (see Setting Up Roles and Users for Security).

16. Set up the modules for your companies. If you are converting your existing business management system to Sage 100 Standard, assemble the data you need to set up each module. For more information, refer to the Getting Started Guide.

The Workstation Setup wizard installs the required software, common programs, and Help files to the workstations that will access the Sage 100 Premium installation. The workstation installation wizard copies all of the necessary Dynamic Link Libraries, ActiveX controls, and other components to the local Windows\System folder and sets up the initialization files for the workstation.

To run Workstation Setup

1. Log onto the workstation using the Administrator account.

   We strongly recommend using the Administrator account rather an account with administrator rights.

2. Close down other programs. Do not close antivirus, antispyware, and script-blocking software unless it is actually interfering with the installation.

3. Connect to the server using the UNC path to the share point where Sage 100 Advanced is installed.

4. Use Windows Explorer to attach to the server share point where Sage 100 is installed, and locate the MAS90\Wksetup folder.

5. Double-click Autorun.exe to run the program; it takes a few seconds to launch.

6. Follow the steps in the Workstation Setup wizard.

If you receive a message stating that no installation of Adobe Acrobat Reader was detected, click OK to continue with the installation. To install Acrobat Reader, start the Sage 100 installation program, and select your product from the Autorun screen. Click Productivity Applications, and then click Install Acrobat Reader.

If you are running through Remote Desktop Services or Citrix, you are prompted to indicate whether Sage 100 Premium will be accessed through the Terminal Server.

• Click Yes to copy the activation key file. This allows multiple Remote Desktop Services/Citrix sessions to access Sage 100 Advanced at the same time.

• Click No to leave the activation set for a single user.

If you typed NO ACCESS at the Server field in the Sage 100 Premium Server Path page, this message does not appear.

If you click Yes to copy the activation key file but receive a message indicating the copy was not successful, you must manually copy the file to the MAS90/Home/Lib/Keys folder.

To create a Workstation Setup DVD, copy the contents of the MAS90\WKSETUP folder to the root folder of a blank DVD. For detailed information on creating a DVD, refer to your DVD burner software.

A Sage 100 Premium workstation can attach to multiple servers. For example, if your site has three servers and Sage 100 Premium is installed on each server, you can connect to the appropriate server by clicking a single icon rather than having a separate icon for each installation.

Only one current version on a server is supported.

Adding a Server to Existing Workstation

To add a server to an existing workstation, launch the Install Sage 100 Premium Workstation program from the Sage 100 Premium server installation folder and double-click Autorun.exe to run the program. On the Program Maintenance page, click Add and enter the server name, path, and port ID associated with the server you want to add. After Workstation Setup is complete, click Finish.

Selecting a Server

If the Workstation Setup wizard has been run for only one server, your system is configured automatically for that server. Running the Workstation Setup wizard again (from a different server path) allows you to select from multiple servers using the same workstation files.

If multiple servers are found in your local configuration file, a dialog box opens and lists both the server name and the socket number on which the program is running. Select the server and socket number pair to attach to and then click OK. If you do not want to start Sage 100, click Cancel to close the program.

You cannot have multiple installations for the same version of the Sage 100 Premium server component on the same server.

Editing, Adding, and Removing Servers

Use the Select Server window to edit, add, or remove entries in the window by clicking the appropriate button.

Click Add to open a window in which you can enter a server name, alias, and socket number. After all the information is entered, click Accept to save the entry.

The Edit feature functions similarly to the Add feature, except that the window contains all of the current information about the server and port ID. The Edit Server window can be used to modify existing data or change the socket number, if necessary. To remove the server entry from the configuration file, click Remove in the Select Server window.

Aliasing a Server

It may be practical to assign an alias to the server and socket number pairs. For example, you can label one installation as “Accounting” and a second installation as “Payroll.” You can assign an alias to any server and socket number pair in the list of installed servers by clicking Alias in the Select Server window.

Select the server and socket number pair to alias by selecting the line and clicking Alias. Type the name of the alias to use for this server and socket number, and click Accept. If you do not want to alias this server, click Cancel.

The aliases associated with servers are local to each individual workstation. The configuration information is stored in the SOTA.INI file located in the \MAS90\Launcher folder. To use the same configuration files on multiple workstations, copy the SOTA.INI file to each workstation's \MAS90\Launcher folder.

Setting a Default Server

When multiple servers are present, you may want to set a default server and port ID to start up. Even if the server and port are set to Default, the Select Server window always appears; however, the selected server is the one chosen as the default. To start Sage 100 on the default server, click OK.

To set a server and socket number as the default, select the server and socket number pair by clicking the line, and selecting the Default check box. When Sage 100 is started from this workstation, the server and socket number selected as the defaults are highlighted.

Sage 100 Payroll

If you plan to use the Sage 100 Payroll module, it must be installed separately. The Sage 100 Payroll Installation and Upgrade Guide is available on the Sage 100 Documents page.

To install Sage Intelligence Reporting

1. Make sure that Microsoft Excel is installed and activated, and then close Excel.

2. Start the Workstation Setup wizard.

   For details, see Running Workstation Setup.

3. Proceed through the wizard to the Setup Type screen.

4. Select the Custom option and then click Next.

5. Select the Sage Intelligence Reporting option and proceed through the rest of the wizard.

Before using Sage Intelligence Reporting, follow the steps below to set up a repository and register the product.

The repository will be used to store Sage Intelligence Reporting data, reporting trees, report templates and other settings. Centralizing this information in one folder has the following advantages:

• Using a single folder makes it easier to back up and restore the information.

• Multiple users can access the information.

To set up Sage Intelligence Reporting

1. Create a shared folder to serve as the repository. The folder can be created locally or on a network; however, you must use a UNC format when entering the repository path: \\server\share name\repository folder name

   If you are upgrading from a previous version of Sage 100, you must create a new repository. If you have custom reports that you want to use in version 2021, export them from your preexisting repository and import them into the new one.

   For more information, see the Upgrading Sage Intelligence Reporting section in the Sage 100 Customer Upgrade Guide.

2. Grant Sage Intelligence Reporting users read and write permissions to the folder.

3. Open the Report Manager from within Sage 100. Select Sage Intelligence Reporting > Reports > Report Manager.

4. When the window appears asking for the path to the repository, enter the UNC path to the shared folder that you created, and click OK.

5. When a window appears asking you to run the license manager, click Yes.

6. In the License Manager window, enter your Sage customer account number and serial number, and then click Apply.

7. Click Perform Registration.

Click the Help button on any Sage Intelligence Reporting window for detailed information about the product’s features.

For instructions on running Sage Intelligence Reporting outside of Sage 100, see Running Sage Intelligence Reporting outside of Sage 100.