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Smooth Sailing:How to Upgrade Sage 300
IntroductionsKyle ZeiglerCertified Sage Consultant
PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | # 3
Overview of System Enhancements
The evolution of Sage Timberline Office 9.5 (2009) – no longer supported
Security is centralized and enhanced New field reports added to Project Management Archive leases added to Property Management
9.6 (2010) -- no longer supported 64-bit operating system compatibility New fields in GL: 5 additional year-end balances and 9 years
of additional activity balances Archive jobs added to Project Management Ranges feature added to Crystal Report designs Address Book integration with Sage CRM
PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | # 4
Overview of System Enhancements
9.7 (2011) – no longer supported Sage Installation Manager Electronic payroll reporting and efiling with Aatrix Excel-based reporting with Office Connector Estimating quantity takeoff integration
9.8 (2012) – supported for year-end 2013 Credit Card Management New Aatrix reports: WH-347 and Human Resources Forms PJ Change Request task security Pervasive database upgrade (possible 150% increase in data size)
PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | # 5
Versions Overview
Introducing Sage 300 Construction and Real Estate 12.1 (March, 2013)
Product rebranded Electronic payments in Accounts Payable Enhanced inquiry reporting Export to Excel Subcontractor Compliance Management
Lien waiver records moved from AP to JC Custom lien waivers no longer work
13.1 (July, 2013) Support for Windows 8 and Server 2012 User interface improvements in AR, GL, JC
The Evolution in SecurityKyle ZeiglerCertified Sage Consultant
PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | # 7
Updates in Security
How does it work? Desktop > Tools > Security Administration User Setup
First User ID should be Security & Application Admin Define User IDs and password rules
Add Roles and Company folders to User ID Defining Roles
Task security – user limitations by menu items Example: Roles by job description
Record security – user limitations by data Example: Roles by prefix name
Setup User > Select the Roles for the user
DesktopJeannie FloresSr. Enterprise Certified Sage Consultant
PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | # 9
Desktop vs. Ts Main
A productivity tool! The evolution of desktop (speed and security) Launch tasks and reports without using a licensed module Dashboards
PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | # 10
Desktop Demystified
Where it is Icon in Sage Program list
What it is Centralized task map Dashboard display Security container
Backups and File ToolsGary JacobsonSr. Enterprise Managing Sage Consultant
PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | # 13
Backup Methods
Full Data Folder Backups using Windows copy or backup software (tape, CD, external drive). Do NOT use Incremental File Backups!
Full Data Folder Backups using File Tools Individual File Backups using File Tools
PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | # 14
When to Backup?
Regular Scheduled Backups (Daily, Weekly, Monthly – TEST them!)
In preparation for an upgrade Before performing critical tasks (closing the month,
archiving data, etc.)
PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | # 15
What to Backup?
“Timberline Office” Shared Folder Company Data Folders Additional File Locations – Custom Reports, PR Tax
file (check your data folder File Locations).
For Daily Backups and when doing an upgrade:
PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | # 16
Pervasive Data File Structure
For individual files, use File Tools. The NEW.PRT file is just the tip of the iceberg!
Upgrade PreparationKathy BlakesleySr. Enterprise Certified Sage Consultant
PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | # 18
Why might you need to upgrade?
Government changes in Payroll or Accounts Payable reporting requirements.
Increased Functionality. Current version is no longer supported by Sage.
PRIVATE & CONFIDENTIAL INFORMATION of LEDGERWOOD ASSOCIATES, INC. NOT TO BE REPRODUCED WITHOUT PERMISSION | 2012 | # 19
Use the Checklist!
Where do I find the checklist? Upgrade email received from Sage – provides links to each document If you have downloaded the executable file, check the “Documents” folder:
User’s Guide – provides hyperlinks by document Docs_web_page.pdf – provides hyperlink to all documents
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