How to upgrade Sage 300 Construction and Real Estate (in place)?

Before you begin

This process applies if you are doing an in-place upgrade on an existing server, i.e., not moving the server to a new one.
You must upgrade the server before upgrading the workstations.
Confirm your server meets the new version system requirements. Find them at Sage 300 Construction and Real Estate Product Documents
Contact vendors of any third-party programs you use to make sure they are compatible with the 300 CRE version you are upgrading to.
Log into the server as a Sage 300CRE Accounting Administrator. Only administrators in the software can see all company folder paths.
How to tell: The Select Company dialogue is the first one you see when you open the Sage Desktop. Administrators see a Specify Folders button. If you do not see that button, you are not logged in as an administrator.
Know the location of your company data.
How to tell: The default location for data is C:\ProgramData\Sage\TIMBERLINE OFFICE. It also contains security settings, reports, and customizations. Some firms keep their company data in other locations. You can find these locations (per company) in the Select Company window.
Check the amount of available disk space you will have (after backing up). File Doctor requires disk space that is twice as large as the files you will be fixing.

Back-Up

Ask all users to leave Sage.
Stop SQL Replication if it is occurring. See How to stop Mobile Projects Replicator (SQL Replicator).
Use System Administrator to back up the Timberline Office folder and any other folders that contain your company data. See How to Back up Company data with System Administrator including SQL Replicator.

Run File Doctor

NOTE:

File Doctor finds and fixes errors before you upgrade. Data loss is possible; ensure that you have your backup files.
File Doctor can check and fix 1-2 GB of data per hour (depending on server speed). If you have large company files, we recommend running it after hours or overnight.

Open the 300CRE Desktop.
Choose Applications, Common Tasks, Tools, and then File Doctor.
In the Print Selection window, choose All data folders, Compact good files, and Fix and compact bad files.
Printer Setup should be Print to File by default (recommended).
Click Start.
The Print File Selection window lets you choose the name and location for your File Doctor report (log). Use .prn, the default format.
Click Save.
Once File Doctor finishes, review your report using File, Printouts.
You can disregard these File Doctor messages:
1. Unprintable characters value/radio/list/combo out of range
2. "Record rebuilding complete" or "fixing file complete" at the end of the file
These File Doctor messages indicate problems; contact Sage Support for help with them. In order to help troubleshoot, our support analyst will ask for a copy of your File Doctor report:
1. "Record deleted" - Review this entry; if it is important, you can re-enter it
2. "File deleted" - You may need to restore from the backup and determine why it was deleted
3. "File in use" - File Doctor did not check this file; resolve the message and then run File Doctor again on just this file; see Error File in use or Record in use

Download Software

Log into the Sage Customer Portal and search for the Sage 300 Construction and Real Estate: Download Portal. This page provides links to the latest versions of your software and their system requirements.
If you are not upgrading from the most recent prior version, see Sage 300 Construction and Real Estate and Sage Estimating (DOS Pervasive SQL) Upgrade Paths for your required update path.

NOTE: If your IT person or company is performing the upgrade and needs assistance, Sage support can assist as long as you meet one of the following conditions:

The contact person must be an authorized contact on your account with Sage.
You must call to open a support ticket and provide the contact details of the person you're authorizing to work with Sage support.

Installing Sage 300 CRE and upgrading data

Temporarily disable your anti-virus software.
Right-click on the downloaded file and choose Extract All. Check the box Show extracted files when complete and click Extract.
Click down through the folders until you see install.exe.
Right-click on install.exe and choose Run as administrator.
To complete the installation, follow the prompts. This will include rebooting the server.
Note: 300CRE version 24.2 and higher have different installation steps. See Chapter 2 of the User Guide.
Log back into the server using the same account. The installation will require a few more minutes. You may see the Sage System Verifier running.
Open the 300 CRE Desktop.
Select Applications, Common Tasks, Tools, Upgrade Files.
Choose the data you'd like to upgrade.
1. To update data for all companies, choose All data folders, then Start.
2. To update data for just one company, choose Current data folder, then click All (meaning all files in that folder), then Start.
Do not choose Force file upgrades. It upgrades all files, not just the ones that need to be upgraded.
Once you have confirmed the installation has been successful, re-activate your anti-virus software.

Your server upgrade is complete. Now, update the client software for the end users using either of these methods:

Troubleshooting

If you experience errors during this process, write down their exact wording.
Open the Knowledgebase for 300 CRE.
In the search box, enter part of the error EXACTLY as displayed.
If you find too many results, narrow them down by adding a little more of the error and running the search again.
If you are unable to find an article or are not comfortable with the steps in the article, contact Sage Support. Call 1-800-858-7095 or use the chat link below.
Other resources include manuals on the 300 CRE documentation hub. (You can reach it from Desktop, Help, Product Documents.)

Exclusions for Anti-Virus and Malware Protection Software

C:\Program Files (x86)\Aatrix Software (Taxes)
C:\Program Files (x86)\Actian (Pervasive Database Engine)
C:\Program Files (x86)\Sage
C:\Program Files (x86)\Timberline Office
C:\Program Files\Actian
C:\ProgramData\Aatrix Software
C:\ProgramData\Actian
C:\ProgramData\Sage

NOTE: If your company data is not in the default ServerName\Timberline Office folder, add the folder that contains your company data.

Need more help?

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