Installing Sage 100 Standard

Read this guide completely before installing and setting up Sage 100 Standard. 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, click Documentation on the Autorun screen.

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

To install Sage 100 Standard

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

   • You must use the Administrator account rather than an account with administrator rights.

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

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 2023.exe file from the location specified in your Download Notification email 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're installing Sage 100.

4. If you aren’t automatically asked to extract the installation files, click the Sage 100 2023.exe file to extract them. The Sage 100 2023 folder, which contains the installation files, will be extracted.

5. In the Sage 100 2023 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 2023 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.

   1. 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. If you're installing on a system that has an earlier version of Sage 100, we recommend matching the 32-bit or 64-bit of the earlier version.

      Important: 

      • If you’re installing on a computer with an earlier 32-bit version of Sage 100 installed, the 32-bit version will no longer work if you install the 64-bit version.

      • If you install the 64-bit version of Sage 100 then only workstations with the 64-bit version of Windows will be able to run Sage 100.

   2. On the Architecture screen, select the Stand-Alone or LAN option.

   3. 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.

      • If you're not using Sage CRM, you can click Skip to bypass configuring the Sage 100 Integration Engine.

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 2023 Autorun 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 2023 Autorun screen.

Perform the following tasks after installing Sage 100 Standard.

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're 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 2023 updates that are available in the Sage Knowledgebase.

4. 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 website.

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

6. Run Workstation Setup on all workstations that will access the Sage 100 Standard 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.

7. 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.

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

9. 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.

10. If you're 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.

11. 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: spa.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're upgrading from an earlier version of Sage 100, you can skip the following steps.

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

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

14. Set up the modules for your companies. If you're 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 Standard 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.

   You must use the Administrator account rather than 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. Map a drive letter to a share at least one folder above the MAS90 folder where the Sage 100 server component 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. In the Sage 100 2023 Autorun screen, click Productivity Applications, and then click Install Acrobat Reader.

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.

If you select the Custom setup type, Sage Intelligence Reporting is installed unless you change the default options on the Custom Setup screen.

Installing Sage Intelligence Reporting

If you change the default installation options so that Sage Intelligence Reporting is not included when you first install Sage 100 or run Workstation Setup, you can install it later by running Workstation Setup.

After the installation is complete, follow the steps under Setting Up Sage Intelligence Reporting .

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're 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 2023, 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.