Can I go directly to the newest Sage Estimating version? (upgrade path)
Description
Cause
Resolution
[BCB:5:Third-party support:ECB]


There are currently two versions of Sage Estimating:

  • A Pervasive/Actian version (i.e. versions such as 17.1)
  • A Microsoft SQL version (i.e. versions such as 17.12, 17.13, 20.1, and 21.1)

Each version has a different upgrade path requirement. Below are some possible upgrade scenarios.

  1. DOS version to DOS version - This version is known as Precision, and has since been discontinued. If you are on DOS Precision versions 1.0 through 5.0, you must upgrade to DOS Precision 6.0 prior to upgrading to DOS Precision 10.0.
  2. DOS version to Windows Pervasive version. If you need to upgrade DOS Estimating data (versions 6.0 through 10.0) to Windows Pervasive/Actian data, after installing the Windows-based Pervasive/Actian Estimating software, launch Estimating Tools and during the file upgrade process, check the radio button for Convert - For users of Precision for DOS. See help topics in Estimating Tools under Index: DOS files for more information.
  3. Windows-based Pervasive version to a newer Pervasive version. An example would be 9.2.1 to 13.1. You can upgrade any Microsoft Windows-based, Pervasive/Actian version of Sage Estimating to the newest Pervasive version of Sage Estimating. See the InstallationGuide.pdf or GetStarted.pdf located in the Documents or \Documents\Documents\ folder of the download image for more information.
  4. Pervasive/Actian version to Microsoft SQL version. (Sage Estimating 9.6 (Pervasive) or later Sage Estimating 20.1 (SQL) and earlier and then upgrade Sage Estimating SQL to 21.1 or greater.) If you are on a Pervasive/Actian version and wish to upgrade the data to the Microsoft SQL version (SQL Estimating), you must have Sage Estimating version 9.6 or later installed on the computer where your Pervasive/Actian SQL data is stored to perform data migration. You must also have a copy of Sage Estimating version 9.6 and later installed on the local computer where you are performing your data migration. See the Sage Estimating Installation and Administration Guide.pdf on the SQL Estimating download image (located under \Install\Documents\) for more information.
    • Note: Both Pervasive/Actian and SQL versions of Estimating can be installed on the same computer and will continue to function. However, the data format is different between the two and SQL Estimating can access Pervasive/Actian data files by performing the data migration, but Pervasive/Actian Estimating cannot access SQL data files.
  5. SQL version to SQL version. You can upgrade from any SQL version of Estimating to another SQL version, such as version 11.1 to 14.11. See the Sage Estimating Installation and Administration Guide.pdf on the SQL Estimating download image (located under \Install\Documents\) for more information.

Tip: Product documentation can also be found here.

Note: Beginning with the release of version 17.1 of Sage Estimating you will not be able to upgrade data from v4.0 (pre-Pervasive) Estimating. You will need to upgrade these older data files with v16.1 or earlier.


[BCB:164:Chat Estimating US:ECB]


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