Summary
How do I upgrade my software and company data to the current version of Sage 100 Contractor?
Resolution
▼Step 1: Upgrade the server
- Before installing the Sage 100 Contractor software update on the server, review the software system requirements to ensure you are using a supported operating system and meet the minimum system requirements for both server and client machines. See System Requirements for Sage 100 Contractor version 26.1
- Log all users out of Sage 100 Contractor.
- Connect to Database Administration for Sage 100 Contractor as an SQL server administrator.
- For each company in Database Administration for Sage 100 Contractor, create a current backup. See How do I back up and restore my company data in Sage 100 Contractor SQL?
- Download the latest Sage 100 Contractor installation file. See Sage 100 Contractor: Download Portal
- Copy the downloaded Sage 100 Contractor installation file to a shared network drive; you will also use it to update the workstations.
- Disable your anti-virus software.
- Locate and right-click on the Sage 100 Contractor setup.exe file (Sage100Contractor2#####_Setup.exe) and choose Run as administrator.
- The installation wizard will display. From the Select installation options window, choose Sage 100 Contractor, License Administration, Database Administration for Sage 100 Contractor, and Sage Advisor Update
- On a database server that hosts the Sage 100 Contractor SQL Server instance, you must install License Administration, Database Administration for Sage 100 Contractor, Sage Advisor Update. and Sage 100 Contractor. However, on a Terminal Server machine that is not the Sage 100 Contractor database server, be sure to install only the Sage 100 Contractor component option and not License Administration, Database Administration for Sage 100 Contractor, or Sage Advisor Update.
▼Step 2: Upgrade the Sage 100 Contractor company database(s)
- Choose to start Database Administration for Sage 100 Contractor, at the end of the Sage 100 Contractor update installation. When the Connect to SQL Server dialog appears, choose Connect.
- On the left, choose Upgrade Company Databases. The current SQL database version appears above the company list, and the current Sage 100 Contractor software version appears on the right side of the top border.
- Select the company or companies on the right. To minimize downtime, upgrade frequently used databases first. That way, your colleagues can return to work while the archived companies are upgraded. After making your selection, click Upgrade Database
- When the upgrade process is complete, test the upgrade by opening Sage 100 Contractor on the server and opening the company.
- If you disabled anti-virus software, re-activate it.
- After upgrading the company databases, the workstations will now require the latest software version to open them.
▼Step 3: Upgrade the client workstation(s)
- Log into the workstation as a local computer administrator.
- Browse to the shared folder that contains the Sage100Contractor2#####_Setup.exe file. You may copy this file onto the workstation, but that is not required.
- Temporarily disable the workstation’s anti-virus software.
- Right-click the Sage100Contractor2#####_Setup.exe file and choose Run as administrator.
- An installation wizard appears. When you see Select installation options, choose ONLY Sage 100 Contractor
- When the upgrade finishes, test it by opening Sage 100 Contractor and then opening a current company.
- When the installation finishes, users can reopen Sage 100 Contractor and log in. The new version number appears when clicking Home and Resources, About Sage 100 Contractor
- If you disabled the anti-virus software, re-activate it.
- As an alternative to Steps 1-8, see How to automatically update the client workstations to the latest version of Sage 100 Contractor
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