This guide walks you through installing Sage 100 and offers helpful tips for configuring supported operating systems and environments.

1. Go to the Sage 100: Download Portal.
2. Choose your Sage 100 version.
3. Download the Installation and System Administrator's Guide.
4. Find another copy in the Documents folder.
5. Look in the Sage 100 installation files.

1. Go to the Sage 100 Download Portal and choose your version to get the Upgrade Guide.
2. Find the Upgrade Guide and Checklist in the Documents folder of the Sage 100 installation files.
3. If told to run the Parallel Migration Wizard (migrate.exe), you must run it from the new install location. Don't run from within the previous installed location.

System compatibility and requirements for the supported versions of Sage 100 Standard, Sage 100 Advanced, and Sage 100 Premium.

• Review this document before changing Sage 100 or your operating system
• It lists system requirements for supported Sage 100 versions and updates with each release
• Refer to Supported Platform Matrices (SPM) for Sage 100; System requirements and specifications. Select the desired Sage 100 version

Refer to Integrated Solutions Compatibility Matrices (ISCM) for Sage 100 and select the desired Sage 100 version. 

• Install the new Sage 100 version in a different location and move your data there
• It needs more disk space and steps but causes fewer problems if the upgrade fails
• You can still use the old version and fix issues easily
• Test the new version before switching fully
• Access to the old data is important because data conversion is complex

• Install Sage 100 over the old version
• It uses less space and fewer steps but will cause issues if the upgrade fails
• Always back up your data first
• You can’t use this method for version 4.40 or higher

• Run the Parallel Migration Wizard from the new install folder
• Never migrate from the same folder—you’ll lose data and need to restore from backup

 

Product Registration and Modules

The Product Key you enter during installation decides which modules or applications you can install.

Product Registration Keys include

• Serial Number
• Customer Account Number (10 digits, starts with "400")
• User or Unlock Key
• Product Key (five sets of five characters)

To learn more, see:

• How to register Sage 100

If You Don’t Select a Module

• Some modules still install even if your keys don’t support them
• These modules will run in trial mode for a limited time
• If you use a trial module with a purchased one, it will cause issues when the trial ends

Migration Warning

If a module was in the old version but not in the new, you’ll get a migration error. Remove the unused module before upgrading.

Payroll Module

To use Payroll, you need a current Payroll Subscription Plan.
Your registration keys must match your Payroll Tier and employee count.

For help, see

• How to register Sage 100

You can install sample companies, also called demonstration data. Sage recommends using them for testing and training.

Sage releases full versions, Product Updates, and Program Fixes

• Sometimes, a Product Update comes out the same day as the full version
• Always check the Sage Knowledgebase before installing
• Install Product Updates and Program Fixes first before migrating or converting data
• Some versions require updates before migration
• If you skip them, migration will fail. You'll need to uninstall and reinstall everything correctly

• If you use third-party tools or custom programming, check for compatibility
• Install updates to work with Sage Product Updates or Fixes

• Payroll is now a separate download and install
• Install Sage 100 Full Product and Product Update first
• Then download and install Sage 100 Payroll
• If you skip Payroll, it won’t install
• You won’t be able to migrate or convert Payroll data

• Sage 100 2019 and higher use TLS 1.2
• Many providers stopped supporting TLS 1.0 and 1.1 in 2020
• This affects email services and Payroll tax calculations
• Use Payroll version 2.19.0 or higher

• Work Order and some modules aren’t available in Sage 100 Premium
• Check module compatibility before upgrading

• You can only install one Sage 100 version per server
• Use a dedicated server if possible
• You can’t install two of the same Sage 100 versions on the same server
• Install each version in a separate location
• Install Workstation Setup in different folders for each version
• Crystal Reports engines will conflict between versions
• This will break report printing in older versions