IMPORTANT!

• These steps apply to versions 24.1 and earlier. For versions 24.2 and later, see the User's Guide for Sage 300 CRE 24.
• 300CRE is only compatible with the 32bit version of Microsoft Office. Install the 32bit version of Microsoft Office prior to installing the Sage 300CRE Accounting Client.
• Navigate to the installer on the server using the UNC path (\\[SERVERNAME]\Timberline Office) for the application to install correctly. Using mapped drives or IP addresses results in incomplete installations.
• After restarting during the installation, log in to the workstation under the same account you installed with to ensure the installation is complete.
• Even if you log into the client workstation with an Administrator account, right click and run as administrator to ensure all registry entries and dependency paths create.
• If possible, disable your antivirus software. If the initial installation fails, you will need to disable your antivirus and reinstall the client.

CLIENT INSTALL

1. From the client’s computer, log in as an Administrator.
2. Open File Explorer.
3. Navigate to \\[SERVERNAME]\Timberline Office.
4. Right-click Sage300CRE ACCT Client Install. Select Run as administrator.
   1. If the Sage300CRE ACCT Client Install Shortcut isn’t available in the Timberline Office folder, navigate to \\[SERVERNAME]\Timberline Office\9.5\ACCOUNTING\WinInst.
   2. Right click on Install.exe.
   3. Select Run as administrator.
5. Follow the prompts to complete the installation.
6. When the workstation restarts, log back in with the account used to install the client to ensure a complete installation.

ADDITIONAL STEPS FOR TERMINAL\RDS\CITRIX SERVERS ONLY

1. Once the installation completes and the machine restarts, uninstall the Actian client engine.
2. Install the Actian Server engine components located in \\[SERVERNAME]\Timberline Office\9.5\ACCOUNTING\WinInst\Prerequisites (Note: Right-click and select Run as Administrator)
   1. Pre PSQL Install\PrePSQLInstall.exe (Runs silently, you will not be able to see when it completes but you can monitor in Task Manager).
   2. Pervasive PSQL v12 SP1 Server Edition (x64)\SetupServer64_x64.exe
   3. Pervasive PSQL v12 Server Patch SP1 (x64)\PSQLv12Patch_Server64_x64.msp
   4. Post PSQL64 Install\PostPSQL64Install.exe (Runs silently, you will not be able to see when it completes but you can monitor in Task Manager).
   5. Pervasive License Monitoring Service\ PSQLLMInst (Runs silently, you will not be able to see when it completes but you can monitor in Task Manager).
   6. Go to services.msc (Windows Key+R and then type in services.msc), Sage Pervasive License Service L2 – highlight it and click start.
   7. Go to the Sage Administration folder off All Programs and do right-click run as admin on Sage System Verifier, scan, and make sure it completes without errors.

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