2010 Year-End

Accounting 9.7.0 Update 5.1

Sage Installation Manager

2010 Year-End

Amendment

Release Notes

Install the 2010 Year-End Update with Sage Installation Manager

Important: Before you use Sage Installation Manager to install 9.7.0 Accounting Update 5.1, you must install Sage Installation Manager Update 1 on your server. If you have already installed Update 1, you can disregard this step.

Download instructions for Sage Installation Manager Update 1

Tips :

• We recommend you read the 9.7.0 Update 5.1 Release Notes to determine if any changes contained in the update affect you.
• 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.
• Manual Installation - You have the option to install this update on your server and each workstation manually.
  

Download and Install the Update

Beginning with 9.7.0, you can use Sage Installation Manager to streamline the installation of updates on your Accounting server and workstations, or download and install the update manually. Sage Installation Manager enables you to install software updates on numerous workstations from your Accounting server.

Learn more about Sage Installation Manager

Free Sage University demo of Sage Installation Manager

Things to know before you begin:

• All workstations and servers must be on the same domain.
  
• The account logon you use for Sage Installation Manager must have administrator privilege on the Accounting server and all workstations which will receive updates from it.
  
• All servers and workstations on your system must have the same version of Sage Timberline Office (including updates). If you install an update on your server, workstations will not be able to connect to Sage Timberline Office until they have installed the same update.
  
• We recommend that you restart your workstations before you install updates on them. You can use Sage Installation Manager to restart workstations from the server.
  
• You can use the notification feature to let workstation users know that an update is pending.
  
• Typical installations may take several minutes.
  
• If an update does not install on a particular workstation, Sage Installation Manager sends a notice to subscribers of Installation Error and logs the error on the Check workstation status pane. The system will then attempt to install the update on the next workstation.
  
• You can review a detailed log for each workstation installation on the Check Workstation Status pane.
  
• You can learn about the content of an update by clicking it in Manage updates, then clicking [Details]. The Description lists the items and features that are included in the update.

Download the Update to the Server

Updates will be automatically downloaded to your server if you enabled automatic downloads in Change Settings > Downloads.

If you have not enabled automatic downloads, you can manually download an update to your server:

1. From the Start menu, click Programs > Sage > Installation Manager.
2. In the Manage Updates window, select the new update and click [Download].
2. The system sends a message on completion of the download if you set up email notification in Change settings > Email Notifications tab > [Settings].

Notify Workstation Users

After an update has been installed on the server, workstation use is not permitted until the same update has also been installed to the workstations. Send a message to workstation users notifying them that an update is pending, and that they should restart their workstations at a scheduled time.

1. Click Manage updates > [Send Message]. [Send Message] becomes available when you have selected an update or a workstation.
2. Type a message; for example, “A new update will be installed on your workstation tonight. Please close all Sage Timberline Office applications before leaving for the day.”

Note: Messages have a 100 character limit.

3. Select the workstations that you want to receive the message. All available workstations are selected by default.
4. Click [Send].

Install an Update on the Server

1. In the Manage updates pane, select the update.
2. Click [Install Server].
   Note: Several minutes may pass before you receive a prompt to continue. Click [Install Server] only once. You will receive a prompt to begin the installation.
3. Follow the prompts to install the update.
4. View the status of the installation in the Updates pane. Select Show Completed to view the status of updates that have been installed on the server and all workstations.
5. The system sends a message that the installation was successful to subscribers when the update has been installed on the server and workstations.

Restart a Workstation

You can restart a workstation remotely using Sage Installation Manager. We recommend that you communicate with the workstation user prior to restarting their computer.

1. Select a workstation in the Manage updates pane.
2. Click [Restart].
3. Click [OK] when prompted to restart the workstation.
4. A message is displayed on the selected workstation advising the user to save their work.
5. After a 30-second delay, the workstation is restarted.

Install an Update on Workstations

We recommend that you check the status of all workstations before installing an update. Open Check workstation status to verify that all available workstations are online.

1. In the Manage updates pane, select the update.
2. Click [Install Workstations].
3. View the status of the installation in the Updates pane.Select Show Completed to view the status of updates that have been installed on the server and all workstations.
4. The system sends a message to subscribers of Installation Successful when the update has been installed on all available workstations.

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. The Upgrade Files process needs to be run only once for each company folder and not each time a workstation is updated.

1. In TS-Main, select Tools > Upgrade Files.
2. At the Do you have a current backup of your data folders window, click [Yes].
3. 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.
4. 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.
5. Click [Start]. The Print File Selection window opens.
6. 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.

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