| | How to perform Test Sage 100 Upgrade |
| Resolution | Before you begin - Always back up your data before proceeding
- Confirm compatibility with third-party products and other Sage components
Steps to upgrade - Have all users exist the Source (LIVE) installation.
- Copy the MAS90 folder to a different location for the test migration.
- Premium users use the LIVE installation for the test migration
- Install the new version to a different location on the existing server or a new server.
- Review the Update Checklist for pre- and post-migration instructions
- Install the latest product update.
- If applicable, Install Payroll
- If applicable, Install any required third-party enhancements pre-migration
- Make a backup of the new installation MAS90 folder.
- Review recommended practices for handling credit card data before migration
- Browse to the …\MAS90\Migration\ folder of the new installation.
- Right-click Migrate.exe and choose Run as Administrator.
- Click Next.
- Enter the new (target) installation administrator password. Click Next.
- Browse to or enter the path to the source installation MAS90 folder. Click Next.
- Enter the source installation administrator password. Click Next.
- If you don’t know the password, see the related Knowledgebase article below.
- Select Next on the Migrate System Files screen.
- If re-migrating, choose whether to re-migrate system files
(users, role security, logs, customizations). - If applicable Choose whether to migrate Visual Integrator jobs for non-business framework modules.
- Click Next.
- Select whether to migrate companies that already exist in the new installation. Click Next.
- Select companies to migrate, then click Next.
- Review migration settings then click Next to begin migration.
- Perform steps in the ‘Data Conversion Checklist’ in the Upgrade Checklist or Guide.
- To rerun the migration, go back to Step 9.
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