Release Notes. Sage Master Builder CD

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1 Release Notes Sage Master Builder CD

2 2009 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks or registered trademarks are the property of their respective owners.

3 Contents Release Notes Enhancements - v Fixes - v Known Issues and Comments - v Page i

4 Enhancements - v Enhancements - v14.1 Windows Server 2008 operating system Sage Master Builder supports the 32-bit version of Windows Server 2008 operating system. NOTE: See the Known Issues and Comments section of the Release Notes for information about 64-bit operating systems. New information about Windows Fax Service component To be able to fax from Sage Master Builder, it is necessary to verify that the Windows Fax Service component has been installed to your Windows operating system. New information has been added to several Help topics that provides more information about using the Windows fax service components with Sage Master Builder. For more information, see the Help topic, Installing the Windows Fax Services component Financial Review and 13-2 Project Review After a major enhancement to the program code, inclusion of a new chart control, and extensive testing, charts in 13.1 Financial Review and 13.2 Project Review look better and work better. For example, when you hover over a bar on a bar chart or a node on a line chart, you now see popup text with specific values for that bar or that node on the line. The new chart control provides better looking graphics. In addition, the Trends graph in 13.1 Financial Review been enhanced and works as expected. Mouse wheel scrolling in grids and lookup windows Mouse wheel scrolling is available in grids, Lookup windows, and in 9-4 Part/Assembly Classes. Financial Review - Ratios Help topic New information and definitions have been added to the Help topic Financial Review - Ratios. Financial Review - Trends Help topic New information and definitions have been added to the Help topic Financial Review - Trends Minority Report A new Help topic has been added about changes to the Minority Report.

5 Enhancements - v Federal form 941 The Federal form 941 has been changed for The Federal Quarterly Report window has been updated to correspond to the changes in the Federal form. In addition, the Help topic, Preparing the Federal Quarterly 941 Report, has also been updated. Utah Workers Compensation Based on changes to Utah workers compensation rules for all policies written or renewed after June 1, 2008, overtime pay will be excluded from payroll calculations. To accommodate the changes, a new menu option has been added to the Workers Compensation window: Options > Calculation for Utah excludes extra pay for overtime. For more details see the Help topic, Utah Workers' Compensation. Additional Help topic improvements Customers comments sent through the Help feedback system have resulted in 77 enhancements, including new topics, more information added to existing topics, and fixes to topics.

6 Fixes - v Fixes - v14.1 Reports and The reports & are now printing equipment Number and Name. Reports and Subcontract Audit Report and Subcontract Audit are now printing Job, Vendor or Subcontract Amount for report 31 or Description for report 41. Reports and Reports and are now printing the Transaction Source Record number. Reports in Reports in no longer show voided records when scheduled. Project Work Center drill down After drilling down to the client, the Project Work Center no longer attempts to change the Job # to the Client # Payroll Checking Account screen prompt The Check Printing form screen prompt now displays the correct reference Financial review Trends graphs The Trends graphs in 13-1 now works as expected, and the Budget legend has been corrected. 9-7 Update Vendor Prices button The Update Vendor Prices button is no longer visible to customers who do not own the Estimating Add-on Module. 9-5 Takeoffs import file to wrong job A takeoff can no longer be imported to the wrong job and overwrite the original takeoff.

7 Fixes - v Takeoffs overwrite saved takeoff A takeoff file can no longer be imported into a takeoff and overwrite a saved takeoff if the takeoff has not been closed and re-opened. 9-5 Takeoffs variables The variables Q and P now calculate correctly after clicking Cancel to the Unable to evaluate formula message instead of OK. 9-5 Takeoffs assembly number Typing over an existing assembly number no longer enters the assembly description in the Assembly Arrow column Schedules Mode >Workday/Non-Workday now works correctly in regards to Saturdays or Sundays in Grid/Gantt view. 9-5 Takeoffs bid item After adding a new bid item the new item no longer displays twice on the bid item list. 9-5 Takeoffs deleted Bid Items Deleted Bid Items are no longer displayed on the Bid Item list 10-3 Schedules defaults The defaults for check boxes and option buttons are now saved during the File >New process Project Review The Under/Over by Code graph name matches the printed name on the graph which is Over/Under Schedules exit new schedule Now you can save a new job schedule with no task lines and exit it as expected.

8 Fixes - v Financial Review graph formats A note added to the help topics now explains correctly that the Mean, Standard Deviation and Best Fit do not display with bar charts but only with line or area charts Project Review Gross Profit $ graph The graph for Gross Profit $ now shows the gross profit correctly instead of total income Project Review Gantt Chart by Year After page one, the Gantt Chart by Year the second month no longer overlaps the first month on every page Project Review Budget/Cost graph The graph for Budget/Cost by Code had been displaying columns for cost codes for voided job cost records with no budget. Now the void job costs are not displayed on the graph. The budget and cost amounts per cost code are correct Project Review Over/Under graph The Project Review graph Over/Under by Code had been displaying columns for cost codes with no budget or job costs. The void job costs are no longer displayed on the Over/Under by Code graph in Project Review. Subaccounts lookup windows alpha search In 4-2 Payable Invoices/Credits, the lookup window for subaccounts now allows alpha search the first time it is opened Report Writer Deleting a calculated field now removes it from the report and prevents a program malfunction Project Review The Project Review graphs for Gross Profit % by Job and $ by Job had been including void A/R invoices. Void AR invoices are no longer included in the Project Review graphs for Gross Profit % and Gross Profit $ by Job Project Review Cash Flow graph Void Job Costs had been included in the Cash Flow graph. Now void job costs are no longer included in the graph.

9 Fixes - v Scheduled report now prints Scheduled 3-5 Jobs (Accounts Receivable) reports had been failing to print to RTF on a computer running the Windows XP operating system. This problem has been fixed, and now the reports print correctly Daily Labor Reports Daily Labor Reports has been cutting off the Pay Type description incorrectly. Now the Pay Type description has been fixed in all the reports to Form/Report Page Design The System.Loan_Sheet describes the Balance on Loan amount as the Balance on Contract. The wording has been changed to Balance on Loan for the form design. 4-4 Vendors (Accounts Payable) screen prompt Under Financial Information in 4-4 Vendors (Accounts Payable), the screen prompt of the 1099 box had been displaying Select the 1099 status. The prompt for the 1099 box has now been changed from Select the 1099 status to Select the 1099 Type.

10 Known Issues and Comments - v Known Issues and Comments - v14.1 Installation and Licenses Upgrade installations and licensing compatibility Sage Master Builder Version 14 contains a new licensing system. All the computers on your network must be running version 14 licensing for workstations to be able to obtain a license use. Version 14 licensing is installed to each computer when you install the program. Licensing Version... Does Not Work With running on license server computer Any version of Sage Master Builder that has not been updated to version 14 licensing. 13 running on license server computer Any version of Sage Master Builder that has been upgraded to version 14 licensing. Install the upgrade to the license server first IMPORTANT: Install the upgrade to the Sage license server computer before you install the program upgrade to client workstation computers. You cannot run Sage Master Builder Version from a workstation computer until the Sage license server computer has been upgraded. Mapped drives and network installation You no longer need to map a drive to install Sage Master Builder to client computers from a network location. This applies to all operating systems. There are no restrictions on running the installer from a network image, and it is acceptable to have spaces contained in the path to the Setup.exe file. To install from a network location: 1 Copy the CD image to a network folder. 2 In the main image folder, locate the Setup.exe file and double-click it. NOTE: Execute the Setup.exe file in the main image folder, not the one in the SMBPrograms subfolder. Installation and AutoPlay Program installations begin immediately upon inserting the CD into the CD-ROM drive if AutoPlay is set to begin automatically. With computers running the Windows XP operating system, you can start the installation manually by using the Start > Run > Browse command to locate and select sagemasterbuilder.exe. With computers running the Vista and Server 2008 operating systems, this command path has changed.

11 Known Issues and Comments - v On Vista, click the Vista button (left circular button at lower left of the system tray) to open a window with the Start/Search text box at the bottom. Type sagemasterbuilder.exe in the text box, and press the Enter key. When the system search locates the file on the CD, double-click the file to begin the installation process. On Server 2008, click Start > Run > Browse. Locate sagemasterbuilder.exe, on the CD, and double-click the file to start the installation. About network configuration and TCP Remoting Channel Sage Master Builder uses the TCP Remoting Channel, a Microsoft.NET Framework component to enable communication among computers on a network. Certain configurations can potentially disable the communication: File sharing on computers running the Vista/Server 2008 operating system must be enabled. To enable file sharing, follow the instructions in the Vista/Server 2008 Help. TCP communication requires the selection of port numbers that are not in use by other processes on the local computer. Software firewalls running on the local computer can be configured to block processes from opening TCP ports, which will prevent communication through the TCP Remoting Channel. Configuring Sage Service Host TCP port numbers By default, the Sage Serve Host uses the TCP port numbers 8103 and These number can be configured using an XML file, Sage.SMB.xml, located under: \Documents and Settings\All Users\Applications Data\Sage\LS1 \ServiceHost\1.1\Configuration. IMPORTANT: If you need to change the default port numbers for the Sage Service Host using the Sage.SMB.xml file, you must change it on every computer on the network where Sage Master Builder is installed. In addition, after making this change, the Sage Service Host on each computer running Sage Master Builder must be restarted. NOTE: Consult with your IT administrator for alternative port number. To change the port numbers: 1 In Window Explorer, locate the Sage.SMB.xml under this path: \Documents and Settings\All Users\Applications Data\Sage\LS1 \ServiceHost\1.1\Configuration. 2 Right-click Sage.SMB.xml, and open it with a text editor, such as Notepad. 3 Near the end of the file between the <Remoting> </Remoting> tags, locate the port numbers and change them.

12 Known Issues and Comments - v Save and close the file. 5 Repeat steps 1-4 on every computer running Sage Master Builder. Configuring third-party firewalls During installation of the Sage Service Host, the Windows Firewall is configured automatically to allow the Sage Service Host to act as a TCP server. If you use some other firewall, however, you may need to manually adjust some settings in the firewall in order to ensure proper operation. NOTE: You can use the following basic procedure to manually configure the Windows Firewall to allow the Sage Service Host to communicate with other computers. Use it as the basis for manually configuring other 3rd part firewall products. To configure the Windows Firewall: 1 Click Start > Control Panel > Security Center (XP) or Security (Vista/Server 2008). 2 Open Windows Firewall, and select the Exceptions tab. 3 If Sage Service Host is not on the list, then you can add it by selecting Add Program, then browsing to the following path: \Program Files\Common\Files\Sage\LS1\ServiceHost\1.1\Sage.LS1.ServiceHost.exe. NOTE: By default, the exception is set to allow access by any computer on the network. If desired, you can refine this setting by selecting the Change Scope button. Be aware that restricting the scope incorrectly can cause the computer to be unable to connect with some or all of the other machines on the network. 64-bit Operating Systems Vista/Server 2008 and 64-bit Operating Systems Sage Master Builder supports the Vista and Server bit operating systems only. Do not install Sage Master Builder or any of its components on a computer running the 64-bit Vista Business or 64-bit Server 2008 operating systems. Vista/Server 2008 Operating Systems Vista/Server 2008 installations and mapped drives Mapped drives are not available when installing on a computer running the Vista or Server 2008 operating systems. Following are solutions to this issue: If you need to install to a mapped drive, install the program to a computer that is running another supported operating system, such as Windows XP.

13 Known Issues and Comments - v If there are no other computers running a supported operating system on you network, refer to the Microsoft knowledgebase article to allow mapped drives to display elevated users. Vista/Server 2008 network configuration and TCP Remoting Channel Sage Master Builder uses the TCP Remoting Channel, a Microsoft.NET Framework component to enable communication among computers on a network. File sharing on computers running the Vista/Server 2008 operating system must be enabled. To enable file sharing, follow the instructions in the Vista/Server 2008 Help. Sage licensing (Sage Service Host) cannot auto-start on Vista/ Server 2008 The Sage licensing service (Sage Service Host) cannot auto-start on computers running the Vista or Server 2008 operating systems. If the service stops, the program displays a message advising you to take further action to resolve this issue. Server 2008 error unless running as Administrator If you encounter an error about opening the mb7.kpr file when launching Sage Master Builder on a computer running Windows Server 2008, right-click the Sage Master Builder icon on your desktop, and select Run as administrator. Vista Sleep Mode prevents computers from obtaining a license use If you are using a Vista computer as the Sage license server and it goes into Sleep Mode, the workstations cannot obtain a license use. Possible resolutions are: Use a different computer on your network to be the Sage license server. Any supported operating system can be used in place of Vista, for example, Windows XP or Windows Server Set Sleep Mode on your license server computer to Never. To set the Sleep Mode to Never: 1 Click Start > Control Panel > System Maintenance > Power Option. 2 Select Change when computer sleeps. 3 From the Put computer to sleep list, select Never.

14 Known Issues and Comments - v Vista, Server 2008, and changing the Sage License Server computer On a Vista or Server 2008 workstation, when you select File > Change Sage License Server > Select the computer from the list of computers on your network, the command may fail to generate a list of network computer names. To resolve this issue, click Enter the IP address or name of the computer and type the IP Address of the server computer in the box. Information regarding Vista and Server 2008 User Account Control (UAC) In Vista and Server 2008, UAC help reduce the risk of security threats to the operating system by requiring that users run in standard user mode. By default, the Vista and Server 2008 UAC is enabled. There are two possible scenarios that could develop during installation depending on whether you are running with administrator privileges or running as a standard user. Running the computer as an administrator: (1) Insert the CD into the CD-ROM drive. (2) On the AutoPlay window, choose Install or run program. (3) On the User Account Control window, select Allow to install the program and then click OK. Running the computer as a standard user: (1) Insert the CD into the CD-ROM drive. (2) On the AutoPlay window, choose Install or run program. (3) On the next User Account Control window, enter your administrator user name and password to continue. Note: If you do not have an administrator user name and password for this computer, contact your system administrator to resolve this issue. Missing shortcuts when upgrading from version 13 to version 14 When upgrading on computers running the Vista and/or Server 2008 operating systems, shortcuts may be missing after installing version 14 during an upgrade if you follow these specific steps: 1 Install version 13, and let the installer launch the program when you click Finish. 2 Create some shortcuts by dragging items from the menu tree to the program desktop. 3 Exit the program, and then upgrade to version Launch version 14, and your shortcuts are missing.

15 Known Issues and Comments - v If you launch version 13 at a later time by not choosing to launch from the installation Finish button and follow the same procedure, your shortcuts will not be missing. Enterprise Edition Enterprise Edition discontinued in version 14 After interviews with a portion of our customer base, we have determined many customers are using Citrix or Windows Terminal Services for wide area network (WAN) access. Consequently, they are not using the WAN services in Enterprise Edition. After much research and careful consideration, we have decided to discontinue future development for the Enterprise Edition of Sage Master Builder. This will allow us to allocate additional development efforts on the standard version of Sage Master Builder. Your Enterprise Edition will continue to work with Sage Master Builder Version 13, but not version 14. However, customer support will continue to be available for all service plan subscribers through September 30, As a service plan subscriber you will receive future enhancement releases of the standard version of Sage Master Builder. Digitizer Digitizer integration with Sage Master Builder Digitizer integration with Sage Master Builder has been discontinued. You can still use a digitizer and work with the program, but you have to manually enter number into the 9-5 Takeoffs grid. Reports Version 13 reports are not backward compatible with version 14 WARNING: Opening a report created in any version Sage Master Builder 13 in version 14, makes the report unusable in version v13. To avoid loss of data, we strongly recommend that you upgrade all computers on your network at the same time to version 14. Then never go back to use version 13. If you open a report that was created in v13 in version 14, the report cannot be opened again in version 13. For example, if someone provides you a report created in version 14 and you try to open it in version 13, you will not be able to open the report. You can, however, open version 13 reports in version 14.

16 Known Issues and Comments - v Faxing and Adobe Reader Upgrade to Adobe Reader version or later for faxing Customers have reported problems faxing from Sage Master Builder with versions earlier than Note that Adobe Reader Version and later support faxing from Windows and from Sage Master Builder. IMPORTANT: To fax from Sage Master Builder, the Windows Fax Service component must be installed with your Window operating system. For more information about installing the Fax Service component, see the Help topic, Installing the Windows Fax Service component. Other Changes to window and task bar icon behavior In version 13: When you minimize the Sage Master Builder window with any number of open subwindows open, the main window minimizes to one task bar icon leaving all the other subwindows open. Each window can be minimized or maximized individually. Any open window can be in front of or in back of other windows, including the main window. In version 14: When you minimize the Sage Master Builder window with any number of open subwindows open, all windows minimize to one task bar icon. When the main window is open, all open sub-windows appear as an individual task bar icon along with the main window icon. When you maximize the single Sage Master Builder window using the task bar icon, all the windows open with the main window active and the sub-windows in front. The main window does not come to the front and cover a sub-window even when it is the active window. Sage System Verifier has been moved The Sage System Verifier utility assists with troubleshooting hardware issues related to the Sage licensing component. To locate the Sage System Verifier: Start > All Programs > Sage > Sage System Verifier.

17 Known Issues and Comments - v Avoid setting display properties to ClearType smooth fonts If your screen display properties are set for using ClearType smooth fonts, text on Sage Master Builder window may appear to be smudged or blurry. If this condition exists, use the following instructions to change the setting. 1 Right-click the Desktop, and select Properties. 2 On the Display Properties window, click the Appearance tab, and then click [Effects...]. 3 On the Effects window, clear the check box, Use the following method to smooth edges of screen fonts. 4 Click [OK], and then click [Apply] and then [OK] again. You may have to minimize then maximized Sage Master Builder for the changes to take effect. Program executable file renamed The name of the program executable file has changed from MB7.exe to SageMasterBuilder.exe. Possible missing shortcuts when upgrading from version 13 to version 14 on Vista Under these circumstances, shortcuts could be missing during an upgrade: 1 Install version 13 and let the installer launch the program when you click Finish. 2 Create some shortcuts by dragging items from the menu tree to the program desktop. 3 Exit the program, and then upgrade to version Launch version 14, and your shortcuts are missing. I you launch version 13 at a later time by not chosing to launch from the Install Finish button, and follow the same procedure, your shortcuts will not be mssing.

Technical System Reference Residential Management

Technical System Reference Residential Management This product has been retired NOTICE This document and the Sage Timberline Office software may be used only in accordance with the accompanying Sage Timberline