Install Sage Accounts Production Advanced on a network and workstation

Summary

How to install Sage Accounts Production Advanced (SAPA) on a network.

Description

Before you install it, you need to check that your computers and network meet the recommended system requirements .

Resolution

Before you start

If you're installing for the first time, go to Download your software; otherwise, follow each section for updates.

Pick a workstation to install the update from
Create a shared folder on your server and map a network drive

NOTE: All computers you want to use Sage Accounts Production Advanced, must have the same network drive. If you need any help with this, speak to your IT support.

If you're upgrading from an earlier version, you also need to check where your data is held on the server.

Open Sage Accounts Production Advanced on the workstation where you'll carry out the installation.
Click Settings, then click System Setup.
On the Folders tab, take a note of the Base Folder. You need this during the installation.
Close System Setup.

We also recommend you rebuild your data to maintain its integrity.

Ensure all other users are logged out of Sage Accounts Production Advanced.
Back upyour data.
ClickToolsthen clickCDB Rebuildand clickRebuild CDB.

Check your current version

If you're upgrading from an earlier version, you'llneed to update in stages. To check this:

On themenu bar, clickHelp then clickAbout.
In theGeneraltab, and check theversionnumber.

Download your software

How to Download Sage applications from My Sage.

Install your software

Choose your installation type to begin the interactive installation guide.

Click Install
The other options provide links to support material

Click Next

Tick the box to accept the licence agreement

Once you've accepted the licence agreement, click Next

Tick the box to acknowledge that you have read the important notice

Once you've acknowledged the important notice, click Next

Select the Fileserver installation type, then click Next

To review your advanced options, select both check boxes before you click Next
Ticking Installation folders and desktop shortcuts will allow you to review and change the installation paths

It's recommended that you tick both options on this screen before clicking Next
Select your country settings and enter a customisation code if you have one

Click Next

The default installation paths are set to the C drive, you may need to change this
Click Browse next the Base Folder

Select the correct drive letter from the drop down list
Ensure the correct base folder is contained in the field at the top
Ensure that Derive all folders from base folder is ticked

NOTE:If you can't select a mapped drive from the drop down list, you'll need to turn User Account Controls (UAC) off and start again.

You can review the settings you'll be using in the installation, then click Back to change any of your previous choices, or click Next

Select which formats you wish to install
If you have a customisation code, enter it into the field
TIP:You will only have a customisation code if you have your own customisations built into Sage Accounts Production Advanced by us.
When Overwrite account titles is available, ticking this option will update the chart of accounts in each client with any changes made by us

Click Install

NOTE:If you're upgrading from an earlier version you need to repeat the steps in this section until your software is up to date.

You're now ready to install Sage Accounts Production Advanced on each workstation.

Install on a workstation

Click Start to begin the interactive installation guide.

NOTE:Never install a new workstation or workstation update from the hc\workstation\setup.exe file. You must use the download for a workstation install.

Click Install
The other options provide links to support material

Click Next

Read and accept the software licence agreement

Click Next

Read and acknowledge the important notice

Click Next

Select the Workstation installation type, then click Next

You need to choose the server base folder, the location where the you've installed the fileserver
On workstations you've installed before, the server base folder will be populated automatically
Click Next

Choose your installation folders.

You can use the default location or to choose a new one click Browse
Select the check box to create a desktop shortcut, then click Next
Click Next

Click Install

NOTE:If you're upgrading from an earlier version you need to repeat the steps in this section until your software is up to date.