Upgrade paths for Sage Estimating

Summary

Follow the correct upgrade path for Sage Estimating. Upgrade steps depend on your current version.

Description

Released versions

View the product documentation for more details.

Current versions

Microsoft SQL-based: Versions 17.12 and later

Prior versions

Pervasive/Actian-based: Sage Estimating versions 9.6 to 17.1 Rev 8 (last Australian version 18.1)
DOS-based: Sage Precision versions 1.0 to 10.0

Resolution

CAUTION: Sage support can't assist with third-party products, hardware, report customizations, or state and federal tax questions. Refer to our Scope of Support for more info. Contact your Sage business partner, network administrator, or accountant for assistance.

Upgrade paths

Each version has a different upgrade path requirement.

Beginning with version 17.1, you can’t upgrade data from v4.0 (pre-Pervasive). Upgrade these files using the v16.1 or earlier.

SQL version to SQL version

Upgrade from any SQL version of Estimating to another SQL version, such as version 23.1 to 25.1.
See the Sage Estimating Installation and Administration Guide.pdf on the download image in \Install\Documents\ for more information.

Pervasive/Actian version to SQL version

Upgrade Estimating 9.6 (Pervasive) or later to Estimating 20.1 (SQL), then upgrade Estimating SQL to 21.1 or greater.
See the Sage Estimating Installation and Administration Guide.pdf on the download image in \Install\Documents\) for more information.

Data formats

You can install both Pervasive/Actian and SQL versions of Estimating on the same computer. They'll continue to function. However, the data format is different between the two.
SQL Estimating can access Pervasive/Actian data files by performing the data migration. Pervasive/Actian Estimating can't access SQL data files.

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