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Install Sage Accounts Production Advanced on a laptop

Created on  | Last modified on 

Summary

To install Sage Accounts Production Advanced on a laptop, please follow the steps in this article.

Description

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

NOTE: If you are installing Sage Accounts Production Advanced on one or more laptops you must complete the network installation

Resolution

If you are installing a new laptop install then ensure you have:

You must ensure all computers you want to use Sage Accounts Production Advanced on, use the same network drive. If you need any help with this, please speak to your IT support.

If your have completed the above steps then continue to the Download your software

Upgrading

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

      1. Open Sage Accounts Production Advanced on the workstation you are going to perform the installation from.
      2. Click Settings, then click System Setup.
      3. On the Folders tab, take a note of the Base Folder, you will need this during the installation. Close System Setup.

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

      1. Click Tools, then CDB Rebuild.
      2. Click Rebuild CDB.
 
Check your current version

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

  1. On the menu bar, click Help.
  2. Click About.
  3. In the General tab, and check the version number.
 
Install your software

To install your software:

  1. Double-click the file you downloaded and click Install and click Next.

    The other options provide links to support material.

  2. Read and accept the software licence agreement and click Next.
  3. Read and acknowledge the important notice and click Next.
  4. Select the Laptop installation type, then click Next.
  5. Select the server base folder. This is the location where you have installed the fileserver.
  6. To review your advanced options, select both check boxes.

    • Installation folders and desktop shortcuts - allows you to review and change the installation paths.
    • Country, account title preservation, and customisation settings - allows you to select which master formats you wish to install, and enter a customisation code if you have one.

  7. Click Next.
  8. Choose your installation folders. You can use the default location or choose a new one by clicking Browse.
  9. Select the check box to create a desktop shortcut, then click Next.
  10. Select your country settings and enter a customisation code if you have one, then click Next.

    TIP: You will only have a customisation code if you have your own customisations built into Sage Accounts Production Advanced by us.

    When override account titles is available, ticking this option will update the chart of accounts in each client with any changes made by us.

  11. Review the settings that will be used in the installation. Click Back to change any of your previous choices or 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.

 

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