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Sage 300 CRE client install for workstation/Citrix/terminal server (24.1 and earlier)

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Summary

Steps to install the Sage 300 CRE accounting client on a workstation or Citrix/terminal server environment. These steps apply to versions 24.1 and earlier.

Resolution

 CAUTION: This solution requires advanced knowledge of Windows security and network settings. Sage isn't responsible for any issues that arise from changes to these settings. Ensure you back up all system and application databases necessary for a complete restoration. It's advisable to contact a certified consultant or your system administrator for assistance.

 

Important Notes

  • These steps apply to versions 24.1 and earlier. See steps to install for versions 24.2 and later.
  • 300CRE is only compatible with the 32-bit version of Microsoft Office. Install the 32-bit version of Microsoft Office before installing the Sage 300CRE Accounting Client.
  • Even if you log on as an Administrator, still right-click files and select Run as Administrator. This ensures that registry entries and dependency paths get created.

Installation

  1. Log in as an Administrator on the client machine.
  2. If possible, disable your antivirus software. If the initial installation fails, disable your antivirus and reinstall the client.
  3. Open File Explorer.
  4. Browse to \\[SERVERNAME]\Timberline Office.
    Note: Use the UNC path above to locate the file for the application to install correctly. Using mapped drives or IP addresses results in incomplete installations.
  5. Locate the Sage300CRE ACCT Client Install file.
    • Right-click Sage300CRE ACCT Client Install and select Run as administrator.
    • If the Sage300CRE ACCT Client Install shortcut isn’t available:
      1. Browse to \\[SERVERNAME]\Timberline Office\9.5\ACCOUNTING\WinInst.
      2. Right-click on Install.exe.
      3. Select Run as administrator.
  6. Follow the prompts to complete the installation.
  7. When the workstation restarts, log back in with the same Administrator account to ensure a complete installation.

More 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.
  3. Right-click and select Run as Administrator on each of the following files:
    1. Pre PSQL Install\PrePSQLInstall.exe: Runs silently, you won't see when it completes but you can monitor it 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 won't see when it completes but you can monitor it in Task Manager.
    5. Pervasive License Monitoring Service\PSQLLMInst: Runs silently, you won't see when it completes, but you can monitor it in Task Manager.
  4. Go to services.msc (Windows Key+R and then type in services.msc).
  5. Select Sage Pervasive License Service L2 and click Start.
  6. Go to Windows Start, All Programs, Sage Administration folder.
  7. Right-click Sage System Verifier and select Run as administrator.
  8. Allow the scan to run. Confirm it completes without errors.

 

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