Sage Timberline Office Upgrade to 9.5 Best Practices

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Transcript Sage Timberline Office Upgrade to 9.5 Best Practices

Welcome to Aktion’s Sage Timberline
Upgrade Web Cast
Sage Timberline Office Upgrade
to 9.5 Best Practices
Technical Presentation
Sage Timberline Office Upgrade
Server Requirements and
Recommendations
Server Hardware Requirements
• Processor = Pentium 4, 2GHz or higher.
• Recommended = Intel Xeon, 3GHz or higher
• RAM = 2GB or higher.
• Recommended = 4GB
• Server grade ECC memory is strongly
recommended. The faster the speed of the
memory and the server’s FSB (Front Side Bus) the
better.
• More server roles will increase the minimum
amount of memory.
Server Supported Operating Systems
• Windows Server 2008 32 bit
• Windows Server 2003 Enterprise Edition with
Service Pack 2 32 bit
• Windows Server 2003 Standard Edition with
Service Pack 2 32 bit
• Windows Small Business Server 2003 with
Service Pack 2 32 bit
• Windows 2000 Server with Service Pack 4 32
bit
SAGE Disk Capacity Requirements
• Accounting and Management Products on a server or
stand-alone computer: 600 MB available disk space plus 25
MB per accounting and management application
• Accounting and Management Products on a workstation:
295 MB available disk space (This assumes a server hosts
accounting and management data.)
• Estimating Products on a server, workstation, or standalone computer: 260 MB available disk space
• Residential Management on a server, workstation, or
stand-alone computer: 580 MB
• Required third-party components, which Sage Timberline
Office installs as necessary during the upgrade: 400 MB
Sage Timberline Office Upgrade
Workstation Requirements and
Recommendations
Workstation Hardware Requirements
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Processor = Pentium 4, 2GHz or higher.
RAM = 2GB or higher.
CD-ROM drive
High-quality network interface card
Sound card
SVGA monitor
Printer
Workstation Supported Operating Systems
• Windows 2000 Professional Service Pack 4 32 bit
• Windows XP Professional Service Pack 2 32 bit
• Windows Vista Business or Ultimate with Service
Pack 1 32 bit (SP1 must be installed prior to installing
STO 9.5 on Vista.)
Note: 9.5 will be the last version to support
Windows 2000 Server or Workstation
Sage Timberline Office Upgrade
Upgrading your Software
UAC Changes in Timberline 9.5
Due to modifications by Microsoft for 2008 Server and Vista called UAC
(User Access Control) relating to the filing system and permissions there
are certain modifications that make 9.5 a major upgrade as opposed to a
minor maintenance release.
Depending upon the Server and Workstation operating systems being
used there may or may not need to be permission modifications made to
either the filing system, shares, registry, or some combination of the
above.
Please refer to the documentation accompanying your 9.5 CD to
understand how this relates to your specific environment. Sage technical
support or your Aktion consultant will gladly assist you with any concerns
or questions you may have relating to these changes.
Pre-installation Considerations
• Estimating (if used) MUST be uninstalled prior to upgrading
Estimating on the Server and Workstations
• Estimating must be removed and installed after accounting
• No 64 bit Operating Systems are supported
• Database Editor is not supported on Terminal Services
• Cypress DocuVault is not supported on Windows Server 2008
• Windows Server 2008 or Vista requires Windows Installer 4.5 prior
to installation
• When installing on Vista you must elevate your privileges when
prompted
• STO 9.5 will be the last release to support the Windows 2000
Operating System
STO Upgrade Migration Path to 9.5:
The following is the appropriate upgrade process dependant
upon your current version:
• 9.4.X:
• 8.3.X:
• 7.5.0–8.2.3:
• 7.0.0–7.4.0:
• 5.4.X or earlier:
Upgrade directly to 9.5.
Upgrade to 9.4.X then upgrade to 9.5.
Upgrade to 8.3.X then 9.1.X. Next, upgrade to
9.4.X. Then, upgrade to 9.5.
Upgrade to 7.5.X then 7.6.X. Next, upgrade to 8.3.X
then 9.1.X. Next, upgrade to 9.4.X. Then, upgrade
to 9.5.
Contact Sage Support or your Aktion Consultant
Important Post Upgrade Steps for 9.5:
• After upgrading your STO to version 9.5 you must upgrade the data
files from the server prior to any workstation attempting to access
the data. If you do not, ODBC DSNs will not be created properly and
users will receive data access errors. In order to upgrade your data
files from the server use either:
• TS Main > Tools > Upgrade files
- or –
• Sage Timberline Office > Desktop > Tasks > Common Tasks > Tools
> Upgrade files
• Note: For PO, IV, and SM, you MUST open these modules at the
server for the first time for proper ODBC DSN creation. Additionally
if you use Estimating it is important to upgrade your Accounting
data files prior to upgrading your Estimating data for Address Book
compatibility.
Applying Updates
At this point in time the most current version of Sage
Timberline Office 9.5 is Update 6. It is always important to
make sure that you are reading notices regarding available
updates for your Sage products as these being installed are
vital to insuring the stability and functionality of the product.
Once you have either installed or updated your Sage
Timberline to version 9.5, and the data has been converted
you will want to download and apply Update 6 to the server
and workstations. The update can be obtained from:
http://cdn.updates.timberline.com/SoftwareAlerts/950Update6.exe
STO Upgrade Quick Checklist
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Thoroughly review the Technical System Reference 9.5 and Getting Started 9.5 documents
located on your upgrade CD prior to starting the upgrade
Assure all hardware and operating systems are at or above requirements listed
Make a full back-up of your Timberline folder(s) prior to upgrading
Follow the upgrade path appropriate for your environment
Upgrade data files for all folders
Apply any 3rd party updates that may be necessary
Perform the workstation installations on ALL workstations accessing Timberline
Verify data integrity and upgrade process completed successfully in all applications and
modules
Verify ALL reports are performing properly
Verify 3rd party products are functioning properly
Make a full backup of your Timberline folder(s) after completion of upgrade
Review the new enhancements with your Timberline consultants
3rd Party Product Compatibility
• Timberscan
• Office Connector
• BuilderMT
• My Assistant
• Piracle
• DM
You will need to request the update that is 9.5
compatible.
Office Connector 2.02 with Excel updates is 9.5
compatible .
Version 4.6.3.14 and higher are now 9.5
compatible.
My Assistant version 3.2 is now 9.5 compatible.
All products are 9.5 compatible
Document Management is 9.5 compatible.
This list is a demonstration of the many third party vendor products that are 9.5 compatible
already. Vendors of other third party products also have 9.5 compatible offerings in
development and quality control testing prior to their release. If you have a third party
product not listed above please let us know and we will work with the vendor to provide you
with a status update as it becomes available.
Sage Timberline Office Upgrade
Software Enhancements
Security – Desktop only
Security Administration
Security Settings
User Setup
Role Setup
Security Permissions - Tasks
Security Permissions - Company
Security Permissions - Files
Security Permissions - Records
PJ – Field Reports
PJ Field Reports – (Cont’d)
PJ – Field Reports (Cont’d)
PM – Archive Leases
PM – Archive Leases (Cont’d)
PM – Archive Leases (Cont’d)
Additional Items
• Audit Setup Activity – Instead of a journal that prints
you’ll now go to a Log Viewer.
• System Log – Moved from Help menu to Tools menu.
• File Locations – May need to be modified (depending
on file structure).
• PR Tax File Location – may need to be modified.
• Data Folder Settings – now “Company Settings”.
• Desktop – custom configurations need to be
reselected.
Additional Items – (Cont’d)
• ODBC Changes – due to new security.
• PJ – If you use MS Office 2003 you need to have
Service Pack 3 (or later) installed to use
Correspondence Log features. There is also an MS
KB update that must be installed.
• DM – Enhanced Security & additional classification
fields are available.
• Paper Sizes – You can now access larger paper sizes
(36” x 48”).
Additional Items (Cont’d)
• Custom Reports – May need to be upgraded.
• Crystal V11 – NOT required for Timberline V9.5.
Crystal V10 is compatible. However, dynamic ranges
only available if print report directly in Crystal 11.
• Report Refresh Release – available for download
(TB08-14). If you have any questions or problems
with the download, contact us.
STO 9.6.0 Available Soon
• Sage has announced they will begin shipping
STO 9.6.0 in March.
• The following enhancements can be found in
this release:
– 64-Bit Compatibility - Accounting, Estimating, and
Document Management are now compatible with
64-bit operating systems in addition to 32-bit
operating systems. Note: Residential Management
is not compatible with 64-bit operating systems.
9.6 Enhancements Cont’d
– New Fields for General Ledger Reports and
Financial Statements - The Activity Balance and
Debit Activity for both accrual and cash for the
previous 11 years are now available fields for
reports and financial statements.
– Move General Ledger Transactions from New to
New - You can now move new transaction files to
another new transaction file in addition to moving
transaction files from current to current, current
to history, and history to history.
9.6 Enhancements Cont’d
– New Estimating Features & Integration with PJ
• Estimating now supports multiple currencies
• Allows you to upgrade individual Estimating files on the
fly
• Contains a new copy assembly feature and saves
dimensions when copying assemblies.
• The estimate spreadsheet now includes a material
vendor column and automatically displays totals in the
status bar.
• In addition, you can import estimates into Project
Management Change Requests and you can create PJ
RFI’s in Estimating.
9.6 Enhancements Cont’d
– Project Management Wizard to Move Jobs - You
can now move Project Management jobs to an
archive folder or move archived PJ jobs to a
current folder. The Move Jobs feature is securable
through the Security Administration tool.
– Custom Report Designs Can Include Ranges - You
can now add range values to custom Crystal
Report designs that you use in Sage Timberline
Office applications. You can select the range
values from a database list.
9.6 Enhancements Cont’d
– Address Book Integration with Sage CRM - You
can now integrate Address Book with Sage CRM
6.2.
Contact Information
Patty Toth (Professional Services Manager)
[email protected]
517-420-2513
Cameron Sexton
cs[email protected]
614-840-9880 ext. 403
Technology Consultant
Chris Bardy
[email protected]
248-880-8663
Technology Consultant
If you do NOT know who your consultant is, please call or email Patty Toth (see above). We STRONGLY
recommend you engage us for both your upgrade and “post” upgrade to ensure a smooth transition.
Aktion Hotline
800.234.7001