Downloading and installing the Version 14 Update

Transcription

1 Downloading and installing the Version 14 Update Multi user sites, take note! Please run this update on your server first. Failing to do so will lead to a problematic update experience. 1. When you open up Sage Pastel Partner / Xpress Version 12, you will be presented with the following screen:

2 2. Click on the Download button to start the download. 3. Once the file has been downloaded to your PC, click the Run Update button. (If the download fails for whatever reason, please download the upgrade from our FTP site. If not, please continue with the installation and data migration as outlined in the steps below). 4. This will start the update installation: 5. Click the Next button to continue.

3 6. Please read through the Licence Agreement, and select I accept the terms in the licence agreement to continue with the installation. Click the Next button. 7. On the Setup Type screen, you will have the option to do a Typical or Custom installation. If you select the Typical option, the companies and registration will automatically migrate to Version 14. If you select the Custom option, you have the option not to migrate companies and to select additional features. After making your selection, click the Next button to continue.

4 8. If you do not want to migrate to Version 14 select the option Install Sage Pastel Accounting Version 14 without migrating Version 12 and click the Next button to continue.

5 9. You will receive the following screen if you are migrating the Version 12 companies and registration to Version 14: 10. Once you have read through the migration tips, click the Next button to continue.

6 11. If the computer that you are on is the server computer, the following screen is displayed: 12. Select the Share the Pastel folder option if you would like to give full access to all users on the network. If you are unsure about this option, please contact your network administrator.

7 13. If you have Pervasive Workgroup installed and the Registration Server is not the computer you are busy installing on, click on the Change button next to the Partner Version 14 Registration Folder option and browse to the Registration folder on the server (mapped drive required).

8 14. The Change Registration Folder screen is displayed. Browse for the Version 14 Registration folder on an existing mapped drives or create a new map drive to the Version 14 share on the server.

9 15. If you have Pervasive Client installed, click on the Change button next to the Partner Version 14 Registration Folder option and browse to the Registration folder on the server (mapped drive required). Confirm that the Partner Version 12 Mapped Drive letter is correct and click the Next button. 16. If the Partner Version 14 Registration Folder is invalid, you will get the following error message:

10 17. The following screen is displayed if proxy authentication is required to retrieve the registration information. Select the Don t register Sage Pastel Accounting Version 14 automatically. Only migrate data option. Accounting Version 14 will not be registered but all the companies (data) will still be migrated.

11 18. If you do not have an internet connection, you will not be able to do the automatic registration of Version 14. Only the companies will be migrated. Select the Don t register Sage Pastel Accounting Version 14 automatically. Only migrate data. option and then click the Next button to continue.

12 19. The following screen will be displayed if: The Version 12 Base Serial Number used in the package is not found or does not match our records (incorrectly entered) The migration to Version 14 was done before and the Registration folder was removed. Restore the folder to its original location and run the install again. Version 12 does not qualify for the upgrade. 20. Enter the correct serial number and click the Validate button. Select Don t register Sage Pastel Accounting Version 14 automatically. Only migrate data. Accounting Version 14 will not be registered but all the companies (data) will still be migrated. Click the Next button to continue.

13 21. If your Version 12 registration details are not confirmed on the Sage Pastel database, you will receive the following error message and you will need to contact the Sage Pastel Client Services Department. 22. Confirm that the information is correct on the Registration Information screen and click the Next button to continue.

14 23. A list of all current companies will be displayed. If there are multiple tabs, there are companies in other folders than the default company folder that can be migrated. You can deselect a company if you wish not to migrate the company to Sage Pastel Version 14. A tab will display for each Version 12 location. Select the tab to view or change the location for all the companies. The Change button will change the location for all the companies to the New Location for the tab you are on. Once you have made your selections, click the Next button to continue with the installation and to migrate all your selected companies to Sage Pastel Accounting Version 14.