Performing a test upgrade allows you to resolve issues that may occur during the LIVE upgrade, reducing downtime and allows you to get a rough estimate of how long the upgrade process will take.

NOTE: If upgrading from Sage 100 2017 or older review KB article DocLink: Error: "Unable to cast COM object of type" when printing in Sage 100 2017 and earlier versions after installing Sage 100 2018 or later versions, regarding Printing issue when Sage 100 2018 or 2019 are installed on the same system as version 2017 or older. We recommend using a separate machine for testing.

 

1. Get everyone out of the Source (LIVE) installation
2. Copy the ‘MAS90’ folder to a different location to be used for the Test Migration
   NOTE: If you’re on Premium, you’ll use the LIVE installation for the Test migration
3. Install New Version to a different location on the existing Server or a new Server
   NOTE: Review Update Checklist at the end of the Installation for Pre and Post (Conversion) Migration instructions
4. Install Latest Product Update
5. (If Applicable) Install Payroll
6. (If Applicable) Install any 3^rd Party Enhancements that are required pre-migration
7. Make a copy\backup of New Installation ‘MAS90’ folder
8. (If Applicable) If you own the Credit Card module review Knowledgebase Article Best Practice for handing customer data with credit card information before starting migration
9. Browse to the …\MAS90\Migration\ folder of the New Installation
10. Right-click Migrate.exe and choose ‘Run as Administrator’
11. Click Next
12. Enter New (Target) Installation Administrator Password. Click Next
13. Browse to or Enter path to the Source installation ‘MAS90’ folder. Click Next
14. Enter Source Installation Administrator Password. Click Next
    Note: If you don’t know the Source Installation Administrator account password, review Knowledgebase Article ‘How to request Administrator user password reset assistance for Sage 100’ (See Related Resource below)
15. Select Next on Migrate System Files screen.
    Note: If re-migrating, choose whether to re-migrate System Files (includes, Users and Role Security, Paperless Office logs, user-defined fields, and customizations)
16. (If Applicable) Choose whether to migrate Visual Integrator jobs for non-business framework modules. Click Next
17. Select whether to migrate companies that already exist in the New Installation on Migrate Companies screen. Click Next
18. Select Companies you want to migrate then click Next
19. Review Migration Settings then click Next to begin Migration
20. Perform Steps in ‘Data Conversion Checklist’ in the Upgrade Checklist (or Upgrade Guide)
21. To rerun migration, go back to Step 6