Sage Timberline Office

2010 Year-End Update

Accounting 9.7.0 Update 5.1

Manual Installation

2010 Year-End

Amendment

Release Notes

Manual installation instructions

Install with Sage Installation Manager

 

Install the 2010 Year-End Update Manually

We recommend you read the 9.7.0 Update 5.1 Release Notes to determine if any changes contained in the update affect you. Download and install the year-end update if you are affected by any of the changes.

Tips :

  • Consult the year-end resources that we have provided to ensure your year-end processing goes smoothly.
  • Save time and money by eFiling this year. Find out more.

Notes:

  • You must have installed Accounting 9.7.0 in order to install the 9.7.0 Year-End Update (Update 5.1).

  • Estimating Compatibility - 9.7.0 Estimating Update 5 is compatible with Accounting 9.7.0 Update 5 and Update 5.1. If you use both Estimating and Accounting and you install Update 5.1 to Accounting, you must install Update 5 to Estimating. You do not need to re-install Estimating 9.7.0 Update 5 if you have already installed Accounting 9.7.0 Update 5 and are now installing Accounting 9.7.0 Update 5.1.

  • Document Management -If you upgrade to Accounting 9.7 Update 4.1 or later and you also use Document Management, you must upgrade to Document Management 9.7.1 to maintain compatibility.

  • During the installation of Update 5.1, the system will automatically stop and start the World Wide Web Publishing service.

Download and Install the Update

Download Accounting Update 5.1

If you install new or additional Sage Timberline Office applications after installing an update, you must reapply the update.

  1. Click the link for your software to download a self-extracting file that contains the solution.

    9.7.0 Accounting Update 5.1

  2. When the File Download window appears, click [Save].
  3. In the Save As window, select a temporary location to save the file, and then click [Save].

    Note: This location must be available to all workstations where Sage Timberline Office Accounting is installed. For example, create a folder named Update (if it does not exist) under X:\Timberline Office\Accounting\WinInst or X:\Timberline Office\Estimating. Save the file to that folder.
  4. In the Download Complete window, click [Close].

Update the Server

  1. At the server or stand-alone computer, log on with full administrative rights.
    Note: Full administrative rights are defined as write access to the Windows registry and all the folders on the computer, including rights to the root of all hard disks. If you are unsure whether you have full administrative rights, ask your network administrator for assistance. Alternately, you can ask your network administrator to log on with the network administrator ID before you start the installation.
  2. Close all Sage Timberline Office and all Microsoft Office applications at the server and on all workstations.
  3. Browse to the location where you saved the file in step 4 of the "Download the Software Update" section.
  4. Double-click 970AccUpdate51.exe only once.
  5. If a security warning appears, click [Run] or [Allow].
  6. The Ready to install window appears. Click [OK].

    7. Note: The update may take several minutes. Double-click 970AccUpdate51.exe only once. You will receive a message when the installation is complete.

  7. The message This update has been installed successfully appears. Click [OK].

Upgrade Data

For optimal performance, Sage recommends that you upgrade your data from the server. Perform the Upgrade Files process only after the update has already been applied at the server. If you prefer to upgrade your data from a workstation instead, you must apply the update at both the server and the workstation before starting the Upgrade Files process.

  1. Perform a complete backup of all Sage Timberline Office data and program files. We strongly recommend that you back up files on a regular basis.
  2. In TS-Main, select Tools > Upgrade Files.
  3. At the Do you have a current backup of your data folders window, click [Yes.]
  4. Select to upgrade the current data folder or all data folders.
    • Select Current data folder to upgrade files in the data folder in which you currently work.
    • Select All data folders to upgrade files in all data folders that display in the Open Data Folder window. This may include data folders on other drives. With this option, the upgrade process can take a long time if you have many data folders.
  5. From the Files list, select all files. Do not select the Force file upgrade check box. This ensures only files requiring an upgrade are upgraded.
  6. Click [Start]. The Print File Selection window opens. In the File name box, type a name for the upgrade report file and click [Save]. The upgrade process begins in the background.
  7. Review the report when the process is complete.

Update Each Workstation

Update each workstation where you installed Sage Timberline Office.

  1. Log on to the workstation with full administrative rights.
  2. Close all Sage Timberline Office and all Microsoft Office applications on the workstation.
  3. Browse to the location where you saved the file in step 4 of the "Download the Software Update" section.
  4. Double-click 970AccUpdate51.exe only once.
  5. If a security warning appears, click [Run] or [Allow].
  6. The Ready to install window appears. Click [OK].

    Note: The update may take several minutes. Double-click 970AccUpdate51.exe only once. You will receive a message when the installation is complete.

  7. The message This update has been installed successfully appears. Click [OK].
  8. Repeat steps 1 through 7 at each workstation where you installed this Sage Timberline Office application.

Important: If you run the workstation install on additional workstations later, you must also install the update by following the instructions in this section.

 

Additional Support

Online Support Request

If you would like assistance with a solution and your service plan provides online customer support:

  1. Log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.

  2. Click Support > Self Service.

  3. On the My Requests tab under “Create,” click Customer Support Ticket.

  4. Complete the form to submit a support ticket directly to customer support.

Phone Support

If you prefer to speak to customer support and your service plan provides telephone support assistance, call customer support at 800-551-8307. Telephone support is available Monday through Friday from 6 a.m. to 5 p.m. Pacific Time, with the following exceptions:

  • Every Thursday from 2 p.m. to 3 p.m. Pacific Time (closed for customer support staff meetings)
  • Standard United States holidays
  • Quarterly company meetings

Upgrading Your Service Plan

If your service plan does not provide online or telephone customer support and you would like to add or upgrade a service plan:

  1. Call 800-858-7098, or log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.

  2. Select Anonymous Portal Access on right.

  3. Click Support > Self Service.

  4. On the My Requests tab under “Create,” click Customer Service Request.

  5. Complete the form to submit a service request.

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