Sage Abra Suite. Installation Guide

Transcription

1 Sage Abra Suite Installation Guide

2 2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. Business Objects, the Business Objects logo, and Crystal Reports are registered trademarks of SAP France in the United States and in other countries. NetLib is a registered trademark of Communication Horizons. OrgPlus is a trademark of HumanConcepts, LLC. TextBridge is a registered trademark of ScanSoft, Inc. Microsoft, Outlook, Windows, Windows NT, Windows Server, the.net logo, Windows Vista and the Windows logo are trademarks or registered trademarks of Microsoft Corporation in the United States and /or other countries. The names of all other products and services are the property of their respective holders. Sage has made every effort to ensure this documentation is correct and accurate but reserves the right to make changes without notice at its sole discretion. Use, duplication, modification, or transfer of the product described in this publication, except as expressly permitted by the Sage License Agreement is strictly prohibited. Individuals who make any unauthorized use of this product may be subject to civil and criminal penalties. For additional assistance on this and other Sage products and services, visit our Web site at:

3 Table of Contents Overview... 1 Introduction... 1 Support and Documentation... 1 Install Sage Abra Suite for the first time... 3 Before You Begin... 3 Install Sage Abra Suite... 3 Upgrade from v9.0 to v Read the following before you begin the upgrade Upgrade to Sage Abra Suite v Upgrade from v7.8 to v Read the following before you begin the upgrade Upgrade to Sage Abra Suite v Install Crystal Reports Install Crystal Reports Hardware and Software Recommendations Sage Abra Suite Server Sage Abra Suite Client Appendix How to re-register a new module, option, or link How to uninstall Sage Abra Suite v How to change servers after v9.1 has been installed Learn about the new product installation Installation Guide i

4 Introduction ii Sage Abra Suite v9.1

5 Overview Introduction This document includes instructions for installing Sage Abra Suite version 9.1 for the first time, as well as upgrading Sage Abra Suite v7.8 or v9.0 to version 9.1. Make sure you have the following items before you begin a new installation or an upgrade: Version 9.1 Sage Abra Installer DVD Sage Abra Suite 9.1 Installation Guide (this document) Sage Abra Suite 9.1 Release Notes (to learn about the new features, enhancements, and modifications in version 9.1) Important message for customers processing payroll in Connecticut: Abra Suite Version 9.1 has been released within a few weeks of the 2011 Q3 Tax Update, and thus will not address the changes to Connecticut State Income Tax Calculations until its 3rd Quarter 2011 release. Customers upgrading to Version 9.1 are advised to upgrade only after the 2011 Q3 tax updates become available. Additional details are available on Sage Business Care Online. Support and Documentation Sage strives to provide you with the very best support in the industry. If you have a question, we provide the following methods for you to get your answer as soon as possible. Refer to the online Help for assistance. To access online Help, select Contents from Sage Abra Suite s Help menu and use the Table of Contents, Index, and Search function to find what you need. You can also click to open Help for the function you are currently using. Visit the Technical Forum and Solution Center on Sage Business Care Online at: Send an (include your Customer ID) to: abratechsupport@sage.com Call Sage Abra Customer Support, Monday through Friday from 8:00 A.M. to 8:00 P.M. (ET) at Please have your Customer ID number available. Visit Sage Business Care Online and use Sage Chat, Monday through Friday from 9:00 A.M. to 5:00 P.M. (ET) at: Please have your Customer ID number available. Installation Guide 1

6 Support and Documentation 2 Sage Abra Suite v9.1

7 Install Sage Abra Suite for the first time This section steps you through installing Sage Abra Suite v9.1 for the first time. To familiarize yourself with the installation process, be sure to read through all the steps before you start the installation. Before You Begin There are two required steps in the install process. You must first install the Sage Abra Suite (data) server and then install the Sage Abra Suite clients. If your server is Windows Server 2008, Windows 7, or Windows Vista, you must reset the View properties on the C drive so that you can see the \ProgramData folder where the program files will reside after the installation. Open Windows Explorer and do the following: 1. Go to Organize > Folder and Search Options. 2. Click the View tab. 3. Select the Show hidden files and folders button and click OK. For security purposes, the server installation does not add an Everyone security group. This means that after the server installation, you must apply the appropriate permissions for the users who will be running the Sage Abra Suite application as well as accessing the data. These instructions are included in the steps to Install the Server. If you are using Terminal Services in Windows Server 2008 or Windows Server 2003, after the Sage Abra Suite data server is installed on the terminal server, each person who will be running the Abra Suite application must run the client installation. Install Sage Abra Suite The installation of Sage Abra Suite consists of two separate installations: installing on a server and installing on a client. Follow the steps below to first install Sage Abra Suite on a server, and then install a client either on the same server machine or on a separate client machine. If you will be running Sage Abra Suite on a network, each user must do a separate client install. Installation Guide 3

8 Install Sage Abra Suite Step 1 - Install the Server 1. Close all Microsoft Windows applications. 2. At the server machine, insert the Sage Abra Installer DVD into your DVD drive. If Autorun is enabled, the Installation dialog box opens. If the Installation dialog box does not automatically open, browse to your DVD drive, and then double-click Launch.exe. The Sage Abra Installer dialog box opens. 3. Select Sage Abra Suite. 4 Sage Abra Suite v9.1

9 Install Sage Abra Suite 4. Select Install Sage Abra Suite 9.1 to open the Server Installation Welcome page. 5. Click Next to begin the server installation. When the License Agreement dialog box opens, read or print the License Agreement, select I accept the terms in the license agreement, and click Next. 6. Enter your Customer Information and click Next. 7. In the Destination Folder dialog box, click Next to install Sage Abra Suite Server in the default folder. Otherwise, click Change and select a different folder. Note: The following figure shows the default destination folder for Windows XP and Windows Server The default destination folder for Windows Server 2008, Windows Vista, and Windows 7 is C:\ProgramData\Sage\AbraSuite. Installation Guide 5

10 Install Sage Abra Suite 8. Click Next to move to the Ready to Install the Program dialog box. 9. You can review your settings by clicking <Back through the previous screens. When you are sure your settings are correct, click Install. The progress bar appears during the installation. When the server installation is complete, click Finish. 10. From Windows Explorer, go to the destination folder where you installed the server: C:\Documents and Settings\All Users\Sage\AbraSuite if you are using Windows XP or Windows Server 2003 C:\ProgramData\Sage\AbraSuite if you are using Windows Server 2008, Windows Vista, or Windows 7 6 Sage Abra Suite v9.1

11 Install Sage Abra Suite 11. Right-click the AbraSuite folder and select Sharing and Security to open the Abra Suite Properties dialog box. Note: If you are using Windows 7, select Share with > Advanced sharing to the Abra Suite Properties dialog box. 12. Click the Security tab and set the following permissions for each security group and/or user who will be installing the client and using Sage Abra Suite v9.1. Be advised that users who just need access to the data for reporting purposes need these same permissions. Modify Read & Execute List Folder contents Read Write 13. Click the Advanced button on the Security tab, and for each permission entry, select the check box shown below so that the permissions are propagated all the way down to each folder and file inside the AbraSuite folder. 14. Click the Sharing tab and share the folder. Set the permissions for users who access this folder over the network on the shared. We recommend you set the security to Modify. Depending on the version of your windows operating system, you can see different windows to define filing sharing permissions. Installation Guide 7

12 Install Sage Abra Suite If your operating system is Windows Server 2003, you will see the following and we recommend you select Change. If your operating system is Windows Server 2008 or Windows Server 2008 R2, you will see the following and we recommend you select Reader. 8 Sage Abra Suite v9.1

13 Install Sage Abra Suite If your operating system is Windows 7, you will see the following and we recommend you select Change or Read. We recommend you set these permissions as Change if you are using Windows 2003 or as Read/Write if you are using Windows (To do this, right-click the AbraSuite folder, select Properties, select the Sharing tab, click Permissions, then set the permissions for the appropriate groups or users.) Note: Make sure that the folder s Share name does not contain a space. For example, in this figure, the default share name AbraSuite does not contain a space. Installation Guide 9

14 Install Sage Abra Suite Step 2 - Install the Clients Note: If you are using Terminal Services in Windows Server 2008 or Windows Server 2003, each person who will be running the Abra Suite application must run the client installation. For each client machine that will access Sage Abra Suite, do the following. Note that if you will be running Sage Abra Suite on the server machine, you must also install a client on that server machine. Additionally, client installs only need to be done for the first install of a v9.0 (or later) client. When a new version is installed on the server, the clients will automatically update from the server. For each client machine, verify that there are no instances of a previous version of an Abra Suite server or client installation. You can use the Add or Remove Programs control panel function to verify this. 1. Go to the shared folder on the server (either by using a UNC path or by creating a mapped drive) and from the Client folder, double-click setup.exe. (If you are installing a client on the server machine, you can start the client installation using the shortcut Sage Abra Suite Client Install that was placed on the desktop during the server installation.) The client installation begins and searches for the required components on your machine. Note: The first time the client is installed on each client machine, administrative rights are necessary to install these components and a dialog box will ask for an administrator user account and password. 2. Click Install to start installing the required components. When component installation is complete, you could be asked to restart your computer. If this is the case, restart immediately (not later). 10 Sage Abra Suite v9.1

15 Install Sage Abra Suite 3. When computer restart is complete, the client install will automatically continue. Note that the time it takes for the client install to start again depends on machine configuration and speed. If the client install does not continue after a significant amount of time and you have verified that your computer restart is complete, you can manually restart the client installation (go to the shared folder on the server and, from the Client folder, double-click setup.exe).the Application Install dialog box appears asking for final confirmation to install the client. 4. Click Install to install the Sage Abra Suite Client. The Installing Sage Abra Suite dialog box appears during installation. Installation Guide 11

16 Install Sage Abra Suite 5. When installation is complete, the Register Abra Suite dialog box appears. Note that this opens only on the first client installation. 6. Enter the Serial Number and Installation Code you obtained from Abra Customer Service. If you want to add a link or interface application, select the associated check box. 7. Click OK. 8. When registration is complete, the Sage Abra Suite Logon page opens. Note: The Use Windows Logon check box enables you to log on with your Windows user account. However, this logon method cannot be used until the proper user security authentication has been set for the user logging on. 9. Enter MASTER for Username and leave the Password blank. 12 Sage Abra Suite v9.1

17 Install Sage Abra Suite 10. Select one of the following options from the drop-down list: Select Live Data to open Sage Abra Suite and begin setting up your employer s data. Select Sample Data to open Sage Abra Suite to look at a sample employer s data. 11. Click Logon to open Sage Abra Suite. Next Step: Install Crystal Reports 2008 (page 35) Installation Guide 13

18 Install Sage Abra Suite 14 Sage Abra Suite v9.1

19 Upgrade from v9.0 to v9.1 Tip: As a maintenance precaution, do the following before installing your upgrade to version 9.1: At the Logon Page, press Ctrl +U to update the database structures. After the update database structures process completes, at the Logon page, press Ctrl + R to reform the indexes. Read the following before you begin the upgrade Upgrading Live and Sample data The upgrade process always overwrites existing Sample data with new Sample data. If you want to preserve your Sample data from v9.0, you will need to do an external backup before you do an upgrade and then restore it after the upgrade. Live data is never overwritten on an upgrade. Installation requires installing server and client There are two required steps in the upgrade process. You must first install the v9.1 Sage Abra Suite (data) server and then install the v9.1 Sage Abra Suite clients. You must install to the same directory used for Abra Suite Server v9.0 If you are upgrading to v9.1 from v9.0, you will be prompted to select a directory for installing the product. You must choose the same directory in which you installed v9.0. If you entered a directory other than the default when installing v9.0, you must enter the same directory for v9.1. If the upgrade is not installed to the same directory, the Abra Suite clients will not connect properly to the upgraded server, and you will need to uninstall and reinstall each client in order to complete the upgrade. Client installation requires restart If you are installing Abra Suite client on a computer running Windows 7 or Windows 2008 Server, you must restart Windows after the installer finishes updating components and before opening Abra Suite. You will not be prompted to do this. If you are using Windows Terminal Services If you are using Terminal Services in Windows Server 2008 or Windows Server 2003, after the v9.1 Sage Abra Suite data server is installed on the terminal server, each person who will be running the Abra Suite application must run the v9.1 client installation. Installation Guide 15

20 Upgrade to Sage Abra Suite v9.1 Upgrade to Sage Abra Suite v9.1 At the server machine, insert the Sage Abra Installer DVD into your DVD drive. If Autorun is enabled, the Installation dialog box opens. If the Installation dialog box does not automatically open, browse to your DVD drive, and then double-click Launch.exe. 1. Select Sage Abra Suite. 2. Select Install Sage Abra Suite to open the Server Installation Welcome page. 16 Sage Abra Suite

21 Upgrade to Sage Abra Suite v To continue the upgrade, click Yes. Note: If you are prompted to provide an installation directory, you must provide the same directory you used when installing v Click Finish. 5. Install clients as described in Install Sage Abra Suite for the first time in this manual. Note: If you are installing Abra Suite client on a computer running Windows 7 or Windows 2008 Server, you must restart Windows after the installer finishes updating components and before opening Abra Suite. You will not be prompted to do this. Installation Guide 17

22

23 Upgrade from v7.8 to v9.1 Tip: As a maintenance precaution, we recommend you do the following prior to installing your upgrade to version 9.1. At the Logon Page, press Ctrl +U to update the database structures. After the update database structures process completes, at the Logon page, press Ctrl + R to reform the indexes. This section steps you through upgrading your Sage Abra Suite v7.7 or v7.8 system to v9.1. To familiarize yourself with this process, be sure to read all the steps before you start the upgrade. Note: With version 9, the product installation or upgrade process has significantly changed (see page 42 for details). Read the following before you begin the upgrade To ensure that your upgrade from Sage Abra Suite v7.8 to Sage Abra Suite v9.1 is successful, please review this important information before you start the upgrade. Abra data moves to another location in the upgrade process The Product Installation process has changed significantly in v9.1. As a result, Abra Suite data migrates to a new location during the upgrade. This means that if you have custom or third-party applications that use Abra Suite data, after the upgrade, you must update the application so that the path to the data is redirected to the new location of the \Data folder. If you are using Windows 2003 or Windows XP, the default location for your data is now:...\documents and Settings\All Users\Sage\AbraSuite\Data If you are using Windows 2008, Windows 7, or Windows Vista, the default location for your data is now:...\programdata\sage\abrasuite\data During the upgrade, as a safety precaution, the old \Data folder is renamed to \Data_Old and the Share permissions are removed. This will eliminate the possibility of the old data being used by a custom or third-party application. Please note that renaming the folder might cause an error or other unusual response if the third-party application still points to the old data location. Installation Guide 19

24 Read the following before you begin the upgrade Note: The Data folder refers to the location where your Abra Suite data resides. If your data resides in a folder named something other than Data, the same renaming applies. For example, if your Abra Suite data folder is named Dataset, the system will rename the folder to Dataset_Old. Custom and third-party applications As part of the new product installation process, Abra Suite data migrates to a new location during the upgrade. If you are using Windows 2003 or Windows XP, your data will now be stored in: \Documents and Settings\All Users\Sage\AbraSuite\Data If you are using Windows 2008, Windows 7, or Windows Vista, your data will now be stored in: \ProgramData\Sage\AbraSuite\Data As a safety precaution, the old \Data folder is renamed to \Data_Old and the Share permissions are removed from the \Data folder. This eliminates the possibility of the old data being used by a custom or third-party application. Note that renaming the folder might cause an error or other unusual response if the third-party application still points to the old data location. Note: The Data folder refers to the location where your Abra Suite data resides. If your data resides in a folder named something other than Data, the same renaming applies. For example, if your Abra Suite data folder is named Dataset, the system will rename the folder to Dataset_Old. Do the following after you upgrade After the upgrade, you must update the custom or third-party application so that the path to the data is redirected to the new location of the \Data folder. To redirect the application to the new Data location, you can do this by using the Share name for the AbraSuite\Data folder or by using the AbraWin.ini file (now located in the \AbraSuite folder). If you had any shares above the \Data folder (for example, on the \Programs folder), you should either re-create identically named shares on the equivalent folder in the new location, or reconfigure Sage Employee Self Service (or other applications that reference Abra through a share) to use the new or changed UNC path. Prior to v9.0, custom and third-party applications were copied to the \Programs folder. With v9.0, these applications can no longer be copied to the \Programs folder. However, you can do the following procedure to use the Abrawin.ini file to locate the custom applications in any specified location. 1. On the server machine, create a folder where your custom or third-party applications will be located. 2. Install your custom or third-party applications into this folder. 20 Sage Abra Suite

25 Read the following before you begin the upgrade 3. Open the Abrawin.ini file (now located in the \AbraSuite folder) and add an [Abra Suite] section that designates the path to the custom applications folder. For example, the following two lines added to the Abrawin.ini file will direct Abra Suite to search the Third Party Apps folder for the custom applications installed in the folder. (Abra Suite will search only in the root path, not in sub-folders.) [Abra Suite] CustomApps = C:\Abra Suite\Third Party Apps\ Upgrading Live and Sample data The upgrade process always overwrites existing Sample data with new Sample data. For subsequent version 9.x upgrades, if you want to preserve your Sample data, you will need to do an external backup before you do an upgrade and then restore it after the upgrade. Note that Live data is never overwritten on an upgrade. Installation requires installing server and client There are two required steps in the install/upgrade process. You must first install the Sage Abra Suite (data) server and then install the Sage Abra Suite clients. If you are using Windows Terminal Services If you are using Terminal Services in Windows Server 2008 or Windows Server 2003, after the Sage Abra Suite data server is installed on the terminal server, each person who will be running the Abra Suite application must run the client installation. If you are using Windows Server 2008 If your server is Windows Server 2008, you must reset the View properties on the C drive so that you can see the \ProgramData folder where the program files will reside after the upgrade. Open Windows Explorer and do the following: 1. Go to Organize > Folder and Search Options. 2. Click the View tab. 3. Select the Show hidden files and folders button and click OK. If you have customized menu items During the upgrade process, customized menu items that were deleted from your previous version 7.x system are restored in version 9.1. If this is the case, after you upgrade, simply delete the menu items from version 9.1. Installation Guide 21

26 Upgrade to Sage Abra Suite v9.1 Upgrade to Sage Abra Suite v9.1 Step 1 - Install the Server 1. Uninstall all Abra Suite v7.x clients. That is, for each client, go to Add/Remove Programs and remove the program Abra Suite. 2. At the server machine, insert the Sage Abra Installer DVD into your DVD drive. If Autorun is enabled, the Installation dialog box opens. If the Installation dialog box does not automatically open, browse to your DVD drive, and then double-click Launch.exe. 22 Sage Abra Suite

27 Upgrade to Sage Abra Suite v Select Sage Abra Suite. 4. Select Install Sage Abra Suite to open the Server Installation Welcome page. 5. Click Next to begin the server installation. When the License Agreement dialog box opens, read or print the License Agreement, select I accept the terms in the license agreement, and click Next. 6. Enter your Customer Information and click Next. Installation Guide 23

28 Upgrade to Sage Abra Suite v In the Destination Folder dialog box, click Next to install Sage Abra Suite Server in the default folder. Otherwise, click Change and select a different folder. Note: The following figure shows the default destination folder for Windows XP and Windows Server The default destination folder for Windows Server 2008, Windows Vista, and Windows 7 is C:\ProgramData\Sage\AbraSuite. 8. Click Next to move to the Ready to Install the Program dialog box. 24 Sage Abra Suite

29 Upgrade to Sage Abra Suite v You can review your settings by clicking < Back through the previous screens. When you are sure your settings are correct, click Install. The progress bar appears during the installation. 10. When you upgrade from an older version of Abra Suite, the prompt to uninstall the older version of Abra Suite appears. Installation Guide 25

30 Upgrade to Sage Abra Suite v Click Yes. The Preparing Setup dialog box opens to prepare the uninstall process. 12. The Abra Suite Setup dialog box opens next. 26 Sage Abra Suite

31 Upgrade to Sage Abra Suite v Click Next to open the Add/Remove Components dialog box, which provides the ability to uninstall the older version. WARNING! The setup option, Update, is automatically selected when this dialog box opens. Because you need to uninstall the older version, you must change the Setup Option to Uninstall before you proceed. 14. Select Uninstall and click Next. The Confirm Uninstall dialog box opens for confirmation. Note: It is important to note that the contents of the Data folder have already been migrated to the new Data folder location. This means that when you proceed to uninstall, you will not lose your data. 15. Click Yes to proceed. Installation Guide 27

32 Upgrade to Sage Abra Suite v When uninstall is complete, the following page appears. Click Finish to complete the uninstall. 17. When the server install and the uninstall (if applicable) is complete, the following page appears. Click Finish. 18. From Windows Explorer, go to the destination folder where you installed the server: C:\Documents and Settings\All Users\Sage\AbraSuite if you are using Windows XP or Windows Server 2003 C:\ProgramData\Sage\AbraSuite if you are using Windows Server 2008, Windows Vista, or Windows Right-click the AbraSuite folder and select Sharing and Security to open the Abra Suite Properties dialog box. 28 Sage Abra Suite

33 Upgrade to Sage Abra Suite v Click the Security tab and set the following permissions for each security group and/or user who will be installing the client and using Sage Abra Suite v9.1. Be advised that users who just need access to the data for reporting purposes need these same permissions. Modify Read & Execute List Folder contents Read Write Note: We recommend setting this to Modify. 21. Click the Advanced button, and for each permission entry, select the check box shown below so that the permissions are propagated all the way down to each folder and file inside the AbraSuite folder. 22. Click the Sharing tab and share the folder. Set the permissions for users who access this folder over the network on the shared. We recommend you set these permissions as Change if you are using Windows 2003 or as Read/Write if you are using Windows (To do this, right-click the AbraSuite folder, select Properties, select the Sharing tab, click Permissions, then set the permissions for the appropriate groups or users.) Note: Make sure that the folder s Share name does not contain a space. For example, in this figure, the default share name AbraSuite does not contain a space. Step 2 - Install the Clients Note: If you are using Terminal Services in Windows Server 2008 or Windows Server 2003, each person who will be running the Abra Suite application must run the client installation. For each client machine that will access Sage Abra Suite, do the following. Note that if you will be running Abra Suite on the server machine, you must also install a client on that server machine. Additionally, client installs only need to be done for the first install of a v9.1 (or later) client. When a new version is installed on the server, the clients will automatically update from the server. Installation Guide 29

34 Upgrade to Sage Abra Suite v9.1 For each client machine, verify that there are no instances of a previous version of an Abra Suite server or client installation. You can use the Add or Remove Programs control panel function to verify this. 1. Go to the shared folder on the server (either by using a UNC path or by creating a mapped drive) and from the Client folder, double-click setup.exe. (If you are installing a client on the server machine, you can start the client installation using the shortcut Sage Abra Suite Client Install that was placed on the desktop during the server installation.) The client installation begins and searches for the required components on your machine. Note: The first time the client is installed on each client machine, administrative rights are necessary to install these components and a dialog box asks for an administrator user account and password. 2. Click Install to start installing the required components. When component installation is complete, you may be asked to restart your computer. If this is the case, restart immediately (not later). 30 Sage Abra Suite

35 Upgrade to Sage Abra Suite v When computer restart is complete, the client install will automatically continue. Note that the time it takes for the client install to start again depends on machine configuration and speed. If the client install does not continue after a significant amount of time and you have verified that your computer restart is complete, you can manually restart the client installation (go to the shared folder on the server and, from the Client folder, double-click setup.exe).the Application Install dialog box appears asking for final confirmation to install the client. 4. Click Install to install the Abra Suite Client. The Installing Progress dialog box appears during installation. 5. When client installation is complete, the following dialog box appears. Note that this dialog box appears only for the first client that is installed. That is, when subsequent clients are installed, this message does not appear and you are taken directly to the logon page shown in the next step. Installation Guide 31

36 Upgrade to Sage Abra Suite v Click OK to update files and open the logon page for Sage Abra Suite. Note: The Use Windows Logon check box enables you to log on with your Windows user account. However, this logon method cannot be used until the proper user security authentication has been set for the user logging on. 7. Enter your user name and password, and select Live Data or Sample Data and click Logon to open Abra Suite. If Abra Link is installed, you can open it directly from the logon page. Select Abra Link from the drop-down list and click Logon to open the Abra Link logon page. If you obtained a new serial number and installation code to add a new module, option, or link to your existing Abra Suite system, you can now register from within Abra Suite. Refer to page 39 for register instructions. Otherwise, continue with the following steps. 8. If you had customized menu items that had been deleted in the previous version, delete them now as they are restored during the upgrade. Next Step: Install Crystal Reports 2008 (page 35) Optional tasks after the upgrade If there were any share permissions set above the \Data folder (for example, on the \Programs folder) before the upgrade, you should remove those shares and do one of the following: Re-create identically named shares on the equivalent folders in the new location. Redirect Sage Employee Self Service (or other applications that reference Abra through a share) to use the new or changed UNC path (see below). 32 Sage Abra Suite

37 Upgrade to Sage Abra Suite v9.1 If you have custom applications (including Employee Self Service) that use Abra Suite data, you must now update the custom application so that the path to the data is redirected to the new location of the \Data folder. To redirect the application to the new Data location, we suggest doing this by using the Share name for the AbraSuite\Data folder or by using the AbraWin.ini file. If you use the AbraWin.ini file, please note that its location is also changed after the upgrade. It is located in the \AbraSuite folder. If you have custom applications, you must designate their location. Do the following procedure to use the Abrawin.ini file to locate the custom applications in any specified location. On the server machine, create a folder where your custom or third-party applications will be located. 1. Install your custom or third-party applications into this folder. 2. Open the Abrawin.ini file (now located in the \AbraSuite folder) and add an [Abra Suite] section that designates the path to the custom applications folder. For example, the following two lines added to the Abrawin.ini file will direct Abra Suite to search the Third Party Apps folder for the custom applications installed in the folder. (Abra Suite will search only in the root path, not in sub-folders.) [Abra Suite] CustomApps = C:\Abra Suite\Third Party Apps\ Installation Guide 33

38 34 Sage Abra Suite Upgrade to Sage Abra Suite v9.1

39 Install Crystal Reports Install Crystal Reports You must install Crystal Reports version 2008 separately on each workstation that will be used to create custom reports. Before you install Crystal Reports 2008, we recommend that you first remove any other versions of Crystal that you may have installed on your system. Follow the installation instructions for Crystal Reports on the Version 9.1 Sage Abra Installer DVD. Installation Guide 35

40 36 Sage Abra Suite Install Crystal Reports

41 Hardware and Software Recommendations This section provides the recommended hardware and software that you will need to install and run the Sage Abra Suite server and clients. Sage Abra Suite Server Processor Intel XEON 2.4GHz or higher, specifically: Operating System Windows XP SP3 Intel XEON 3.0 GHz for >500 but <1000 employees Dual Intel XEON IV 3.0 GHz for >1000 but <3000 employees Quad Intel XEON IV 3.0 GHz for >3000 employees Windows Vista SP3 Windows 7 SP2 Windows Server 2003 R2 Windows Server 2008 R2 Notes: Both 32 and 64-bit versions of these operating systems are supported. Terminal Services are supported (Terminal Server 2003, Terminal Server 2008 TCP/IP6 Database Visual FoxPro v9.0 This is the embedded database installed with Sage Abra Suite. Software Sage Abra Suite v9.1 If you are installing Abra Alerts and Employee Self Service on the same server, you must install Abra Alerts before installing Employee Self Service. Netware is not supported. RAM 4 GB Hard Drive 2 GB for the first 1000 employees Additional 1 GB for each additional 1000 employees Drive DVD-ROM drive Monitor SVGA 1024x768 resolution or higher Installation Guide 37

42 Sage Abra Suite Client Sage Abra Suite Client Computer/Processor Intel Pentium IV or higher Operating System Windows XP SP3 Windows Vista SP1 or higher Windows 7 SP2 RAM Windows XP: 1 GB or higher Windows Vista: 1 GB or higher Windows 7: 1 GB or higher Hard Drive Monitor Graphics Program 2 GB or higher SVGA (1024 x 768) resolution or higher MS Paint (required for display of logos) Printers Sage Abra Suite supports all HP 3 or higher compatible laser printers. When the printer driver provides the option to select fonts, try to deselect the Print True Type as Graphics option. If the font looks odd, make sure the proper True Type fonts are loaded: open the Printers option in the Windows Control Panel, select the printer, click File, click Properties, and then select the Fonts tab. Generally, the most frequently used font is an Arial True Type font that you can load from the Windows installation disk (refer to your Windows documentation for loading printer drivers and fonts). To insure the fonts are printing in the correct proportion, refer to your Windows documentation to enable or download True Type fonts. Also, set your printer to print at no more than 300 dpi. 38 Sage Abra Suite

43 Appendix This appendix contains information on the following: How to re-register a new module, option, or link How to uninstall the product How to change servers The new and improved product installation How to re-register a new module, option, or link If you have an existing Sage Abra Suite system and want to add another module, option, or link/interface application, simply re-register Sage Abra Suite. 1. Obtain a serial number and installation code for the new items you are adding to your system. You can obtain this information by calling Sage Customer Service Monday through Friday from 8:30 a.m. to 5:30 p.m. (ET) at Launch Sage Abra Suite. 3. Select Register Abra Suite from the Help menu. Installation Guide 39

44 4. The Register Abra Suite dialog box appears. This dialog box shows your current serial number and installation code. If you are re-registering to add another module, option, or link, enter your new serial number and installation code. If you want to add a link or interface application, select the associated check box. 5. Click OK to complete the registration, update your system, and return to your Sage Abra Suite Desktop. The Main Menu and Navigation Pane will reflect the new options and modules you registered. If you added link or interface applications, they are accessible from the Quick Launch Toolbar. 6. Review your user and group security and make any necessary changes for the new products or options you installed to keep your system secure. 7. If you have previously applied any patches or Payroll (tax) updates, you must re-apply them after installing the new items. 40 Sage Abra Suite

45 How to uninstall Sage Abra Suite v9.1 During Sage Abra Suite installation, there are three separate elements installed. They will appear in the Add or Remove Programs list as: Sage Abra Suite is the client and resides on the client machine. Sage Abra Suite Components are the required files, libraries, and drivers that reside on the client machine. The figure below appears during client installation if the required components are not found on the client machine. Sage Abra Suite Server is the data server and resides on the server machine. To Uninstall Sage Abra Suite v9.1 Go to Control Panel > Add or Remove Programs and remove each element separately in the same order as they are listed above: 1. Remove Client 2. Remove Components 3. Remove Server Installation Guide 41

46 How to change servers after v9.1 has been installed If you need to change servers after the application has been installed, follow these steps: 1. On the server, do an external backup of your data. 2. Using Add or Remove Programs, uninstall all clients. 3. Using Add or Remove Programs, uninstall the server. 4. Re-install v9.1 on the new server. 5. Restore the data to the new server. 6. Re-install all clients. Learn about the new product installation Beginning with version9.0, the product installation for Sage Abra Suite was completely rewritten to leverage new technologies in order to simplify the install process and to provide seamless support for all versions of Microsoft Windows. By using the latest Windows Installer technologies as well as Microsoft s ClickOnce deployment technology, the new install inherits some very useful capabilities including the following. Shared data files are no longer stored in the Program Files folder by default. Instead, they are stored in C:\ProgramData\Sage\AbraSuite (on Windows Server 2008, Vista, and Windows 7) or C:\Documents and Settings\All Users\Sage\AbraSuite (on Windows XP and Windows Server 2003). The AbraWin.ini file is now stored on the server so that all Abra clients use the same set of shared data. The server install now only installs the shared data files and the Abra client install. If you run the application on the server, you must also install the client on the server. When the client is launched, it automatically checks for application updates stored on the server. If new updates are detected, they are copied down to the client when each client is started for the first time after the update has been applied. The registration process has been simplified so that when you purchase a new module, you enter the new install code from inside the application (from the Menu, select Help > Register Sage Abra Suite), instead of re-running the install. For security purposes, the server installation does not set up any permissions to the Abra Suite data. This means that after installation, permissions to the AbraSuite folder must be explicitly configured before you can run Sage Abra Suite or access the data in another capacity (such as creating Crystal Reports). 42 Sage Abra Suite

47 User Account Control (UAC) is now supported. To achieve this, each user account that accesses a workstation must install the Abra client separately so that the application is now stored under each user s profile. As a result, the application folder is concealed and very difficult to locate. The name of the folder changes whenever updates are applied. Business partners should take note that if an application depends on finding the Abra program files, it should be altered or redesigned to remove this dependency. Only one version of Abra Suite can be supported per client machine. If you are upgrading from a previous version and are currently running a side-by-side installation, please contact Customer Support for assistance before you begin the installation. Installation Guide 43