Installation Overview

Read this guide completely before installing or upgrading your Sage 100 system. Before installing Sage 100, your hardware must be properly configured, and the appropriate operating system software must be fully installed and operational. Incorrect configurations of protocols and services running on the server can cause major delays in the implementation of Sage 100.

The installation procedures in this document address Windows® environments. For a complete list of system requirements, refer to the Supported Platform Matrix, available in Sage Knowledgebase article 47649.

In some parts of this guide, the Sage 100 Integration Engine is referred to simply as the Integration Engine.

About Sage 100 2023

In version 2023, Sage 100 has been consolidated into a single product with three installation approaches. The former names Sage 100 Standard, Sage 100 Premium, and Sage 100 Advanced are used in this guide to describe the three installation approaches in the following table.

Former Name Architecture Database
Sage 100 Standard Stand-Alone or LAN ProvideX
Sage 100 Advanced Client/Server ProvideX
Sage 100 Premium Client/Server Microsoft SQL Server

Contents of Installation Programs

The Sage 100 installation programs are divided into two separate self-extracting executable files (Sage 100 2023.exe and Sage 100 2023 CRM file). The Sage 100 2023 file contains the following:

  • Installation program for Sage 100.
  • Installation programs for Sage Intelligence Reporting, which is automatically installed with Sage 100 Standard and when running Workstation Setup for Sage 100 Advanced and Sage 100 Premium.

  • Documentation for Sage 100 products, which includes this guide, as well as the Getting Started Guide and the Customer Upgrade Guide. To access the documentation, click Documentation on the Autorun screen.

  • Additional programs, such as SAP Crystal Reports® Designer and Acrobat Reader, available by clicking Productivity Applications on the Autorun screen.

The Sage 100 2023 CRM file contains installation programs for Sage CRM.

General Installation Tips

Keep the following in mind when installing your Sage 100 system:

  • If your serial number includes leading zeros, be sure to include all zeros when typing the number.

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

  • Installing SAP Crystal Reports Designer is optional; however, it must be installed on the workstation if you want to create new reports and modify existing ones. For more information, Installing SAP Crystal Reports Designer.

  • You can install modules that have not been purchased and access most of them for 45 days before you are required to purchase and register them. The 45-day trial period begins the first time the module is accessed. The eBusiness Manager, Custom Office, and Visual Integrator modules must be registered before they can be accessed. Modules that have been purchased are automatically selected for installation.

    Warning! Do not integrate your purchased modules with non-registered modules unless you plan to purchase those modules.

  • You have the option to install the Customer Relationship Management module and the Sage 100 Integration Engine with Sage 100 or separately.

  • If you're upgrading, all modules installed on your source system must be installed on the destination installation. After you've upgraded to the current version, you can uninstall modules that are no longer needed.