Before you begin

• This process applies if you're doing an in-place upgrade on an existing server (don't use these steps for a server migration)
• Upgrade the server before upgrading the workstations
• Confirm your server meets the new version system requirements
• Contact vendors of any third-party programs you use to make sure they're compatible with the 300 CRE version you're upgrading to
• Know the location of your company data

Back-Up

1. Have all users exit leave Sage.
2. Stop the SQL Replicator, if you're using it.
3. Use System Administrator to back up the Timberline Office folder and any other folders that contain your company data.
4. Check the amount of available disk space you'll have before continuing with the upgrade. File Doctor requires disk space that is twice as large as the files you'll be fixing.

Run File Doctor

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. 

1. Open the 300CRE Desktop as an Application Administrator.
2. Choose Applications, Common Tasks, Tools, File Doctor.
3. In the Print Selection window, choose All data folders, Compact good files, and Fix and compact bad files.
4. Select Print to File. 
5. Click Start.
6. The Print File Selection window lets you choose the name and location for your File Doctor report (log). Use .prn, the default format.
7. Click Save.
8. When File Doctor finishes, review your report using File, Printouts.
9. You can disregard these File Doctor messages:
   
   • Unprintable characters value/radio/list/combo out of range
   • "Record rebuilding complete" or "fixing file complete" at the end of the file
10. These File Doctor messages indicate problems.
    • "Record deleted" - Review this entry; if it's important, you can re-enter it
    • "File deleted" - You may need to restore from the backup and determine why it was deleted
    • "File in use" - File Doctor didn't check this file; see steps to unlock the file and then run File Doctor again

If you need assistance with File Doctor errors, contact Sage Support. Provide the support analyst with a copy of your File Doctor report for review.

Download Software

Log in to 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're not upgrading from the most recent prior version, see information about your required upgrade paths for Sage 300 CRE.

Install Sage 300 CRE

If your IT person is performing the upgrade and needs assistance, Sage Support can help if you meet one of the following conditions:

• The contact person is an authorized contact on your account with Sage
• You contact Sage and open a support ticket and include the contact details of the person you're authorizing to work with Sage support

Versions 24.2 and later

Versions 24.2 and higher have different installation steps than earlier versions. See Chapter 2 of the User Guide for the install process.

Versions 24.1 and earlier

1. Temporarily disable your antivirus software.
2. Right-click on the downloaded file and choose Extract All.
3. Check the box Show extracted files when complete and click Extract.
4. Click down through the folders until you see install.exe.
5. Right-click on install.exe and choose Run as administrator.
6. To complete the installation, follow the prompts. This includes rebooting the server.
7. Log back into the server using the same account.
8. The installation requires a few more minutes. You may see the Sage System Verifier running.

Upgrade data files

1. Open the 300 CRE Desktop as an Application Administrator.
2. Select Applications, Common Tasks, Tools, Upgrade Files.
3. Choose the data you want to upgrade.
   • To update data for all companies:
     1. Choose the All data folders option.
     2. Click Start.
   • To update data for just one company:
     1. Choose the Current data folder option.
     2. Click All (meaning all files in that folder).
     3. Click Start. 
4. Don't choose Force file upgrades. It upgrades all files, not just the ones that you need to upgrade.
5. Once you've confirmed the installation was successful, re-activate your antivirus software.

Upgrade workstations

Update the client software for the end users with one of the following methods.

• Sage 300 CRE client install for workstation or Citrix/terminal server (24.2 and later)
• Sage 300 CRE client install for workstation or Citrix/terminal server (24.1 and earlier)
• How to install Sage 300 CRE client using a script (Silent Install)

Troubleshooting 

1. If you experience errors during this process, write down their exact wording.
2. Open the Knowledgebase for 300 CRE.
3. In the search box, enter part of the error EXACTLY as displayed.
4. If you find too many results, narrow them down by adding a little more of the error and running the search again.
5. Other resources include manuals on the 300 CRE documentation hub. You can also reach it from Desktop, Help, Product Documents.
6. Contact Sage Support if you still need assistance. Call 1-800-858-7095 or use the chat link below. 

Exclusions for Antivirus and Malware Protection Software

See information about required exclusions. If you don't store your company data in the default ServerName\Timberline Office folder, include your company folder in the exclusions.

How to use the Migration Tool for Sage 300 Construction and Real Estate

My customization is missing after migrating to a new Server/Host.

How do I manually migrate/move Sage 300 CRE products 9.5 and later to a Windows 2008 server, Windows 7 or later? (Manual Migration)

How do I update File Locations after moving to a new server?

What are the Sage 300 Construction and Real Estate recommended backup procedures?

What files and folders do I need to back up for Sage 300 CRE Accounting Products 9.5 and later?

How do I install MyAssistant?

How do I upgrade custom crystal reports using the Upgrade Crystal Reports Tool?