DIY Tips for Applying Sage 100 Product Updates

Posted by James on October 2, 2018 at 11:27 AM
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DIY Sage Product Update InstallationEach time Sage Software releases a new product update for Sage 100 - which happens frequently - we receive a bevy of calls from clients asking if they can just install it themselves. The simple answer is, "Yes, of course you can." However, we also get numerous cries for help of varying severity from customers who began the update the process only to realize that it can be a little more complicated than clicking a button or two. If you're considering updating your Sage installation, here are a few things that our Technicians recommend you keep in mind.

You need a backup!

We can't stress this enough. Data gets corrupted, power sources fail, installation files stop installing for no good reason, users interrupt processes, sequences of steps get done in the wrong order. All of these scenarios are generally repairable if you have backed up your data. There is no substitute for a backup, and we never proceed without taking this precaution. So before you begin installing a Sage product update - or any upgrade for that matter - make sure you have a good backup of your MAS90 directory and all the data it contains. You'll find that you've rarely been as grateful if you end up restoring from it.

Custom modifications complicate the process.

Have you enhanced your installation of Sage 100 with third-party modifications that are intended to make your processes easier? That's great! Unfortunately, the two things they certainly don't make easier are updates and upgrades. Depending on the modifications you have installed on your system, you may need to take additional steps during the update process to ensure that those enhancements continue to function afterwards. And be aware of compatibility scenarios. Some versions of some modifications just plain won't work with some versions of Sage 100.

Know the update requirements specific to your version of Sage 100.

Speaking of versions of Sage 100, it makes a difference to the update process whether you're using the Standard, Advanced, or Premium version of the software. Know which variety of Sage 100 you're working with, and make sure you have all the correct steps to apply the product update to it.

Schedule your update to minimize interruption.

It's best if you can apply your update when users won't be logged into the software trying to perform their routine tasks. Installing an update while people are working can create conflicts within the application, causing changes to be wiped out or infusing the data with corruption and making it inaccessible later on (when you'll need to use that all-important backup). In some situations, the update won't even be allowed to proceed while the software is actively in use. So choose a time when people are already out - and will be staying out - of the application.

Where is Sage 100 installed?

Many of our Sage 100 customers have their installations hosted off-site in Bennett/Porter's secure, backed-up cloud. Because they access their instances of Sage software virtually on cloud servers, they don't have access authority to install software on those computers. This keeps the environment controlled and optimized for everyone using it. Before attempting to update your software, make sure you know exactly where it resides and that you have the necessary operating system permissions to access the directories that will need to be updated.

Did you start a product update and need help? Or would you just like us to take it from start to finish? We're here and happy to assist. Get in contact anytime.

Topics: Sage 100

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