Access and start installation

1. From the server, open the downloaded Sage 100 image.
2. Run Autorun.exe if the automatic start doesn’t open.
3. Right-click Autorun.exe, then select Run as Administrator.
4. Select the Sage 100 product to install.

• TIP:

  The product key determines the installed edition, not the selected edition option.

   

Select existing installation

1. When the InstallShield Wizard opens, review the "Existing Installed Instances Detected" window.
2. Select Maintain or update the instance of this application selected below.
3. Select the correct instance under Display Name, then click Next.

• If the window doesn’t appear, InstallShield doesn’t recognize the original install location.
• Locate the original machine and follow the process to move the installation, then upgrade.

Add or reinstall modules

1. In the Modify Installation window, select Add or Reinstall, then click Next.
2. If prompted, click Yes to enter a new product key.
3. Select No to install non-registered modules for 45 days.

• • CAUTION:

    Don’t integrate existing modules with non-registered modules if you don't plan to purchase them.

     
  • Some modules, including Visual Integrator, Customizer, and eBusiness Manager, don’t support the trial period.

     4. Select the modules to add or reinstall, then click Next.

• NOTE:

  If the module doesn’t appear but your keys support it, run Repair Reinstall with the new keys.

   

Complete installation

1. Review the settings in the Start Installation window:
   • Target Directory
   • Estimated Required Disk Space
   • Estimated Available Disk Space
   • Selected components
2. Click Install to begin.
3. When the process finishes, review the InstallShield Wizard message.
4. Click OK when prompted about reinstalling updates.

Final steps

1. Install the latest Sage 100 updates.
2. Open Sage 100 and test system functionality.
3. Convert company data if required.

Additional upgrade guidance

• Perform incremental upgrades if the current version upgrade fails.
• Upgrade from version 3.2x to 3.31, then to 3.71.
• Upgrade earlier versions in a test environment to identify data issues.
• Ensure version 3.71 as the minimum upgrade level for version 4.30 or higher.

Maintenance cleanup tasks

• Remove unused or inactive modules.
• Delete *.old or *.bad files from the MAS90 directory.

• Remove non-standard files and folders from the MAS90 directory.
• Rebuild all key files for every module.

EES and Sage CRM licensing

1. Insert the EES installation disk.
2. Select Install CRM Server, then New Installation.
3. Select Change existing install of CRM.
4. Select only the License Key component.
5. Enter the new license key.

MSI installer note for newer versions

• Versions 2013 and later use MSI installation options:
  • Add Module installs new features or modules.
  • Reinstall repairs installation issues and reinstalls all modules.
• Tip: Reinstall doesn’t allow module-specific selection and reinstalls all demo data.