Sage Fixed Assets Network Installation Guide

Sage Fixed Assets
for Depreciation, Tracking, Planning, and Reporting
Network Installation 2013.1
Guide for Administrators
Sage Fixed Assets
Network Installation Guide
Version 2013.1
Contents
Chapter 1. Introduction
Supported Operating Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Security Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Chapter 2. Installing Sage Fixed Assets - Depreciation the First Time
Preparing for a New Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Overview of the Install Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Step 1: Installing the Sage Fixed Assets Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Step 2: Locating the Default Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
Step 3: Sharing the SFAServ Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12
Step 4: Setting Up the Attachments Folder for PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15
Step 5: Installing the Sage Fixed Assets - Reporting Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17
Step 6: Registering the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19
Step 7: Mapping a Drive to the SFAServ Folder (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21
Step 8: Installing the Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21
Step 9: Starting the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-27
Chapter 3. Installing Sage Fixed Assets - Depreciation: Upgrading from
a Prior Version
Previous Versions Compatible with the Latest Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Preparing for an Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Overview of the Upgrade Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Step 1: Backing Up Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Step 2: Upgrading the Sage Fixed Assets Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Step 3: Setting Up the Attachments Folder for PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Step 4: Installing the Sage Fixed Assets - Reporting Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
Step 5: Converting Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
Step 6: Upgrading the Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17
Step 7: Starting the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21
Chapter 4. Installing Sage Fixed Assets - Tracking the First Time
Preparing for a New Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Overview of the Install Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Step 1: Installing the Sage Fixed Assets Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Step 2: Locating the Default Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10
Sage Fixed Assets
Network Installation Guide
Contents-1
Contents
Step 3: Sharing the SFAServ Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Step 4: Setting Up the Attachments Folder for PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Step 5: Installing the Sage Fixed Assets - Reporting Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Step 6: Registering the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Step 7: Mapping a Drive to the SFAServ Folder (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Step 8: Attaching Your Physical Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Step 9: Installing the Client Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Step 10: Installing the Barcode Reader Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Step 11: Starting the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4-12
4-16
4-18
4-19
4-22
4-22
4-23
4-28
4-31
Chapter 5. Installing Sage Fixed Assets - Tracking: Upgrading from a
Prior Version
Previous Versions Compatible with the Latest Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Preparing for the Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Overview of the Upgrade Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Step 1: Backing Up Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Step 2: Upgrading the Sage Fixed Assets Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Step 3: Setting Up the Attachments Folder for PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
Step 4: Installing the Sage Fixed Assets - Reporting Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10
Step 5: Converting Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Step 6: Upgrading the Client Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17
Step 7: Upgrading the Reader Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22
Step 8: Starting the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-26
Chapter 6. Installing Sage Fixed Assets - Planning the First Time
Preparing for a New Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Overview of the Install Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Step 1: Installing the Sage Fixed Assets Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Step 2: Installing the Sage Fixed Assets - Reporting Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9
Step 3: Registering the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11
Step 4: Sharing the SFAServ Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13
Step 5: Mapping a Drive to the SFAServ Folder (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16
Step 6: Installing the Client Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17
Step 7: Starting the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-22
Chapter 7. Installing Sage Fixed Assets - Planning: Upgrading from a
Prior Version
Previous Versions Compatible with the Latest Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Preparing for an Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Overview of the Upgrade Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Step 1: Backing Up Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Step 2: Upgrading the Fixed Assets Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Step 3: Installing the Sage Fixed Assets - Reporting Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8
Step 4: Converting Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9
Step 5: Upgrading the Client Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-14
Step 6: Starting the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18
Chapter 8. Installing Sage Fixed Assets - Reporting
Installing the Latest Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
Contents-2
Sage Fixed Assets
Network Installation Guide
Contents
Chapter 9. Installing in a Microsoft Windows Terminal Server/Citrix
Environment
Three-tiered Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Chapter 10. Managing a Sage Fixed Assets Database Service
Appendix A. How to Contact Us
Appendix B. Troubleshooting
Moving and Reconfiguring Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1
Index
Sage Fixed Assets
Network Installation Guide
Contents-3
Contents
Contents-4
Sage Fixed Assets
Network Installation Guide
Chapter 1
Introduction
In this chapter:
Supported Operating Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
This guide provides the information necessary for installing the following programs:
• Sage Fixed Assets - Depreciation/Network
• Sage Fixed Assets - Tracking/Network
• Sage Fixed Assets - Planning/Network
• Sage Fixed Assets - Reporting.
This guide contains information that will get your application up and running as quickly
as possible. It includes information about installing these applications for the first time, as
well as upgrading from a previous version of each product.
Supported Operating Environments
You can operate the Sage Fixed Assets Network application in the following environments:
• Windows XP (Home and Professional Editions), 32-bit and 64-bit compatibility
• Windows Server 2003 (Standard or Enterprise), 32-bit and 64-bit compatibility
• Windows Server 2008, 32-bit and 64-bit compatibility
• Citrix Presentation Server
• Windows Vista,® 32-bit and 64-bit compatibility
• Windows 7, 32-bit and 64-bit compatibility
• Windows 8, 32-bit and 64-bit compatibility
System Requirements
The requirements listed here are the minimum requirements. As is true of most software
programs, enhancing your hardware and system software may improve performance.
Note: You can operate the Sage Fixed Assets Network program on either a LAN (Local
Area Network) or a WAN (Wide Area Network). We have customers who are running the
program successfully on both types of networks. However, because each WAN has many
possible configurations, the Sage Fixed Assets Customer Support department cannot
troubleshoot problems with your WAN.
Sage Fixed Assets
Network Installation Guide
1-1
1
Introduction
System Requirements
Server System Requirements
Platforms
Windows Server 2003 (Standard or Enterprise) with Service Pack 2*
Windows Server 2008 with Service Pack 2*; 32-bit and 64-bit compatibility
Processor
1.4 GHz or higher; 2 GHz or higher recommended
Memory (RAM)
1 GB or higher; (Note: For Sage Fixed Assets - Reporting 2 GB is
recommended.)
Free Disk Space
2 GB for the Sage Fixed Assets application installation
* We have tested the application with the Service Packs listed here. We will continue to test Service
Packs as they are released to ensure that you can use the latest Service Pack with the application.
Client System Requirements
Operating System
Windows XP (Professional or Home) with Service Pack 2 or 3 *; Windows
Vista with Service Pack 2*; Windows 7 with Service Pack 1*; Windows 8;
32-bit and 64-bit compatibility
Processor
1 GHz or higher recommended
Memory (RAM)
1 GB or higher; (Note: For Sage Fixed Assets - Reporting 1.5 GB is
required.)
Screen Resolution
Sage Fixed Assets is optimized for 1024 x 768 viewing resolution.
Free Disk Space
500 MB for the Sage Fixed Assets application;
2 GB required for full install with Sage Fixed Assets - Reporting (if
applicable)
* We have tested the application with the Service Packs listed here. We will continue to test Service
Packs as they are released to ensure that you can use the latest Service Pack with the application.
Remote Access Requirements
1-2
Client-Based
Solutions
Windows XP and Windows Vista with Remote Desktop Connection
enabled;
Third-party remote access solution (such as PC Anywhere)
Server- and
Network-Based
Solutions
Windows Server 2003 running Windows Terminal Services (Standard
Edition or Enterprise Edition);
Windows Server 2008 with Service Pack 3; or Windows Vista with Remote
Desktop Connection enabled, including Citrix Presentation Server;
VMware Server Edition
Note: Cannot be used across WAN subnets due to the use of the Sybase
Database Engine. Customers must use Windows Terminal Services or
Citrix.
Sage Fixed Assets
Network Installation Guide
Introduction
System Requirements
1
Security Requirements
The following rights are required to install and run the Sage Fixed Assets applications
properly.
Installation
The person installing the program must have Administrative rights to the local computer.
After you install the server components, make sure that you share the SFAServ directory
and not just its subdirectories. During the installation of the network client, the client
machine will need Read access to the SFAServ directory.
Sage Fixed Assets
Network Installation Guide
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1
1-4
Introduction
System Requirements
Sage Fixed Assets
Network Installation Guide
Chapter 2
Installing Sage Fixed Assets - Depreciation
the First Time
In this chapter:
Preparing for a New Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Overview of the Install Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Step 1: Installing the Sage Fixed Assets Server Components . . . . . . . . . . . . . . . . . . . . . . . 2-2
Step 2: Locating the Default Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
Step 3: Sharing the SFAServ Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12
Step 4: Setting Up the Attachments Folder for PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15
Step 5: Installing the Sage Fixed Assets - Reporting Server . . . . . . . . . . . . . . . . . . . . . . . 2-17
Step 6: Registering the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19
Step 7: Mapping a Drive to the SFAServ Folder (Optional) . . . . . . . . . . . . . . . . . . . . . . . 2-21
Step 8: Installing the Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21
Step 9: Starting the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-27
Preparing for a New Install
1___ Does each user of the application and each local system account have full control access to
the SFAServ directory?
To run the application, each network user must have full control access to the SFAServ
directory. After the application has been installed, make sure the SFAServ directory has the
correct permissions.
2___ Is the person performing the installation logged on as an Administrator? You cannot
install the program if you do not have Administrative rights.
3___ Are you running a supported operating system on the server? For more information, see
“Server System Requirements,” page 1-2.
Overview of the Install Process
The install process consists of the following steps:
1.
Installing the Sage Fixed Assets server components, page 2-2.
2.
Locating the Default database, page 2-10.
3.
Sharing the SFAServ folder, page 2-12.
4.
Setting up the attachments folder for PDFs, page 2-15.
5.
Optional: Installing the Sage Fixed Assets - Reporting server, page 2-17.
6.
Registering the program on the server, page 2-19.
Sage Fixed Assets
Network Installation Guide
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2
Installing Sage Fixed Assets - Depreciation the First Time
Step 1: Installing the Sage Fixed Assets Server Components
7.
Optional: Mapping a drive to the SFAServ folder, page 2-21.
8.
Installing the client components, page 2-21.
9.
Starting the application, page 2-27.
Step 1: Installing the Sage Fixed Assets Server Components
In this step, you install the server components on the server machine for the following
applications:
• Sage Fixed Assets - Depreciation
• Sage Fixed Assets - Tracking
• Sage Fixed Assets - Planning
Note: You must be on the server machine to install the server components. You cannot
install the server components from the client machine.
To install the Sage Fixed Assets server components
2-2
1.
Point your browser to the Sage Customer Portal at:
https://customers.sagenorthamerica.com.
2.
Click the Logon link and enter your Customer Logon information.
3.
Click the Product Downloads link. The system opens a web page with downloads for
system requirements, Sage Fixed Assets products, and their installation guides.
4.
Click the Download link for the Network Editions.
5.
Click the Run button when prompted to either Run or Save the file. The system
displays the Sage Download Manager dialog.
6.
Click OK. The system begins to download the file.
Sage Fixed Assets
Network Installation Guide
Installing Sage Fixed Assets - Depreciation the First Time
Step 1: Installing the Sage Fixed Assets Server Components
2
The system prompts you to install Sage Advisor Update.
7.
Click the Install button. The system installs Sage Advisor Update. A message
indicates that you must install Microsoft .NET Framework if it is not already installed.
8.
Click the Install button. The system installs Microsoft .NET Framework and then
displays the Welcome dialog. (You may need to restart your machine.)
Sage Fixed Assets
Network Installation Guide
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2
Installing Sage Fixed Assets - Depreciation the First Time
Step 1: Installing the Sage Fixed Assets Server Components
9.
Click the Next button. The Software License Agreement dialog appears.

Print Button
Click this button to send the license agreement to the default printer.
10. Read the license agreement, and then click the Yes button to accept the terms of the
agreement. (If you do not accept the terms of the license agreement, click the No
button. The system exits from the installation program.)
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Installing Sage Fixed Assets - Depreciation the First Time
Step 1: Installing the Sage Fixed Assets Server Components
2
After you click the Yes button, the Select Options dialog appears.
11. Select either the 30-day free trial option or the purchased option.
If you selected the 30-day free trial option, the following Customer Information dialog
appears.
12. Enter your name and company name, and continue to step 9.
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2
Installing Sage Fixed Assets - Depreciation the First Time
Step 1: Installing the Sage Fixed Assets Server Components
If you selected the purchased option, the following Customer Information dialog
appears.
13. Enter your name, company name, and customer number. You will need your
customer number if you call Sage Fixed Assets Customer Support with a technical
question.
Note: You can find the customer number on the packing slip. If you cannot find your
customer number, call Customer Service at 800-368-2405.
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Network Installation Guide
Installing Sage Fixed Assets - Depreciation the First Time
Step 1: Installing the Sage Fixed Assets Server Components
2
14. Click the Next button. The Choose Destination Location dialog appears.
15. Select the folder in which to install the server components, and then click the Next
button. The Sybase Server Configuration Information dialog appears.

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Database Engine Name
We recommend that you accept the default Database Engine name of
SageFAS_Engine unless you are using a different Sybase database engine name.
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Step 1: Installing the Sage Fixed Assets Server Components
Note: This field is unavailable if you have already installed a Sage Fixed Assets
network server application on this machine. You will use the same Database Engine
name that was used in the previous installation.

Protocol
We recommend that you make a note of the communication protocol information.
The selected protocol must match the communication protocol that you specify
when you establish the network Database server.
16. Click the Next button. The system begins installing the software, and the Setup Status
dialog appears.
When all of the files have been installed, a message informs you that:
• The application will launch the Database Utility, and
• You MUST specify the attachments folder for PDF files attached to images.
17. Click OK. The InstallShield Wizard Complete dialog appears.
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Step 1: Installing the Sage Fixed Assets Server Components
2
18. Click the Finish button. The system displays the Database Utility dialog.
19. The database engine must be started before you can run the network client on a local
workstation.
The installation program automatically creates a database service called Sage Fixed
Assets Service. The installation program starts this service for you.
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Step 2: Locating the Default Database
Step 2: Locating the Default Database
In this step, you use the Database Utility to add the default asset database to the system.
Once the default asset database has been added, you will not have to add it again for any
other clients.
To add the default database
1.
Click the Find button on the Database Utility. The Find Databases dialog appears.
2.
Click the Browse button. The Browse for Folder dialog appears.
3.
Use the directory tree to locate the folder containing the default database.
The installation program installed a default database in the F:\SFAServ\DATA
directory on the server, if you accepted the default directory when you installed the
database server files.
4.
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Click OK to return to the Find Databases dialog.
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Step 2: Locating the Default Database
2
5.
Click the Search button. The system lists all of the databases that it finds in the list box.
6.
Select (highlight) the database that you want to use, and then click the Add button.
The selected database disappears from the list of search results after it has been added.
7.
Click the Close button. The system returns to the Database Utility dialog. The selected
database appears in the Database Name field.
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Step 3: Sharing the SFAServ Folder
Step 3: Sharing the SFAServ Folder
The next step is to share the \SFAServ folder with full control for the following users or
groups:
• Users of the Sage Fixed Assets application
• Domain Administrators
• Local operating SYSTEM group
The procedure for sharing the SFAServ folder is slightly different depending on the
platform you are using.
Below we show the steps for sharing a folder on Windows Server 2008.
To share the SFAServ folder
1.
In Windows Explorer, right-click on the SFAServ folder.
2.
From the popup menu, select Share With. The File Sharing dialog appears.
3.
In the Choose People to Share With field, click the down arrow and select
Administrator from the drop-down list.
4.
Click the Add button. The Administrator appears in the list box.
5.
In the Permission Level column, click the down arrow and change the permission
level for the Administrator to “Co-owner.”
6.
Repeat step 3 and select the SYSTEM group.
7.
Repeat steps 4 and 5.
8.
Click the Share button.
Below we show the steps for sharing a folder on Windows Server 2003.
To share the SFAServ folder
1.
2-12
In Windows Explorer, right-click on the SFAServ folder.
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Step 3: Sharing the SFAServ Folder
2.
From the popup menu, select Sharing and Security. The SFAServ Properties dialog
appears.
3.
Click the Share This Folder option button.
4.
Select the Security tab.
5.
On the Security page, select the Advanced button. The Advanced Security Settings for
SFAServ dialog appears.
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Step 3: Sharing the SFAServ Folder
6.
Clear the “Allow Inheritable Permissions from the Parent to Propagate to this
Object . . .” check box. A security message appears.
7.
Click the Copy button to return to the Advanced Security Settings for SFAServ dialog.
8.
Select the “Replace Permission Entries on All Child Objects . . .” check box.
9.
Click OK. A second Security message appears.
10. Click Yes to return to the SFAServ Properties dialog.
11. Click the Add button. The Select Users or Groups dialog appears.
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Step 4: Setting Up the Attachments Folder for PDFs
2
12. Enter the user name or group you want to add.
13. Click Check Names.
14. Click OK.
15. Change the permissions for the user or group that was just added to have Full Control
on the share.
16. Repeat steps 11 to 15 for additional users and/or groups.
17. Repeat steps 11 to 15, but add the account named SYSTEM.
18. Click OK.
19. Click OK to close the SFAServ Properties dialog.
Step 4: Setting Up the Attachments Folder for PDFs
You can use the Images tab in Asset Detail to attach an image to an asset. The application
stores most types of image files in the asset database. However, the application stores
Adobe PDF file attachments in a separate folder.
The application creates an Attachments folder during installation. You can find it under
C:\SFAServ\COMMON on the server machine.
Note: You must specify the path to this folder or to another folder in the Attachments field
on the Database Utility.
Setting up the attachments folder
1.
On the Database Utility, click the Browse button. The Browse for Folder dialog
appears.
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Step 4: Setting Up the Attachments Folder for PDFs
2.
Select (or create) the folder that will contain the Adobe PDF file attachments. The
directory path must appear in the format \\COMPUTER NAME\SHARE
NAME\folder path. For example, if the computer name is “MYCOMPUTER” and the
share name of the SFAServ folder is “SFAServ,” then the path to the existing
attachments folder would appear as:
\\MYCOMPUTER\SFAServ\COMMON\Attachments.
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3.
Enter this path in the Folder field of the Browse for Folder dialog.
4.
Click OK to close the Browse for Folder dialog. The selected folder appears in the
Attachments Folder field.
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Step 5: Installing the Sage Fixed Assets - Reporting Server
5.
2
Click the Exit button to close the Database Utility.
Optional Step: Editing the Config File
This step is recommended in network environments in which the Sage Fixed Assets Server
and the client workstation(s) are located on different subnets.
To edit the config file
1.
Using a text editor (such as Notepad), open the INSTALL.CFG file. It is located in the
folder where the Sage Fixed Assets Server components were installed (default folder
is SFAServ) on the server machine.
2.
In the PARAMETERS line, change XXX.XXX.XXX.XXX to the IP address of the server
machine.
3.
Save the file.
Step 5: Installing the Sage Fixed Assets - Reporting Server
Sage Fixed Assets - Reporting enables you to create custom reports. It is a powerful
program that allows you to design, create, print, and distribute your custom reports.
In this step, you install the Sage Fixed Assets - Reporting server on the server machine. This
step is optional. You should install the Sage Fixed Assets - Reporting server only if you have
purchased Sage Fixed Assets - Reporting, or you want to explore its features on a 30-day,
free trial basis.
Note: The Sage Fixed Assets - Reporting program uses Crystal Reports XI. Sage Fixed
Assets - Reporting may not be compatible with other versions of Crystal Reports. Before
installing Sage Fixed Assets - Reporting, we recommend that you make sure version
Crystal Reports XI is compatible with your other applications that run Crystal Reports.
To install the Sage Fixed Assets - Reporting server
1.
Point your browser to the Sage Customer Portal at:
https://customers.sagenorthamerica.com.
2.
Click the Logon link and enter your Customer Logon information.
3.
Click the Product Downloads link. The system opens a web page with downloads for
system requirements, Sage Fixed Assets products, and their installation guides.
4.
Click the Download link for the Reporting Server.
5.
Click the Run button when prompted to either Run or Save the file. The system
displays the Sage Download Manager dialog.
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Step 5: Installing the Sage Fixed Assets - Reporting Server
6.
Click OK. The system begins to download the file.
The system automatically displays the Reporting Server Welcome dialog.
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7.
Click the Next button and follow the on-screen instructions.
8.
Select the Install Sage Fixed Assets - Reporting Server option, and follow the
on-screen instructions.
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Step 6: Registering the Application
For instructions on installing the Sage Fixed Assets - Reporting client components, see
Chapter 8, “Installing Sage Fixed Assets - Reporting.”
Step 6: Registering the Application
The process of registering the application is a one-time event. After you enter your
registration codes, you won’t have to enter them again—not even when you receive your
next program update.
After you have installed the database server and the network client, follow the steps below
to register the network application.
Note: You have 30 days to register the Sage Fixed Assets application.
To register the application
Note: Before you perform the steps below, make sure the Database Engine has been
started. The installation program should have started the Database Engine automatically.
However, you must start the Database Engine if it has been stopped for any reason. The
Database Engine must be running when you register the program. For instructions on
starting the Database Engine, see “Managing a Sage Fixed Assets Database Service,” page
10-1.
1.
On the server machine, click the Start button on the Windows taskbar, and then select
Programs (or All Programs) from the Start menu.
2.
Select the Sage Fixed Assets program group.
3.
Select the Tools program group.
4.
Select the Database Utility - Network Depreciation & Tracking icon. The Database
Utility dialog appears.
5.
Click the Registration button. The Product Registration dialog appears.
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Step 6: Registering the Application
6.
Click the Register button. A dialog appears that allows you to enter your serial
number and activation code.

Serial Number
Enter your serial number. You must enter the hyphen. The system displays
XXXX-XXXXX in this field to demonstrate the required format. Replace the X’s
with your serial number.

Activation Code
Enter your activation code.
Please contact Customer Service at 800-368-2405 if you cannot find your serial number
and activation code.
7.
Click OK. The system returns to the previous registration dialog.
Note that the registered products appear in the list with a status of “Active.”
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Step 7: Mapping a Drive to the SFAServ Folder (Optional)
8.
Click the Close button to close the registration dialog.
Step 7: Mapping a Drive to the SFAServ Folder (Optional)
Now that you have shared the SFAServ folder, you can map a network drive to that
directory on each workstation.
Note: Instead of mapping a drive to the SFAServ folder, you can install the client
components by entering the UNC path (\\Servername\Foldername) in the Run dialog on
the client machine.
To map a drive to the SFAServ folder
1.
In Windows Explorer, select Tools/Map Network Drive. The Map Network Drive
dialog appears.
2.
Click the Browse button to locate the SFAServ folder on the server.
Note: Do NOT map a drive to a folder underneath the SFAServ folder, such as the
Network Setup folder.
3.
Click the Finish button to close the Map Network Drive dialog.
Step 8: Installing the Client
Follow the steps below on each workstation on which you will run the network application.
You can also install the client application on the server for testing purposes.
To install a client on a workstation
1.
Do one of the following:
• Go to My Computer, and browse to the network drive that you mapped in the
previous step. Locate the folder in which you installed the server components
(SFAServ is the default), and double-click the SETUP.EXE file in the Network
Setup subfolder.
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Step 8: Installing the Client
• Select Start/Run from the Windows taskbar. The Run dialog appears. In the Run
dialog, enter the UNC path (\\Servername\Foldername) to the folder containing
the server components.
• In the Run dialog, enter the mapped drive path to the folder (for example,
Z:\SFAServ\Network Setup\SETUP.EXE.
(Substitute your network drive letter for “Z” if it is different.)
Note: If you mapped the Z: drive to \SFAServ, then the path would be:
Z:\Network Setup\SETUP.EXE.
Note: The SETUP.EXE file is located on the machine on which you installed the server
components.
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2.
Click OK. The Client Installation dialog appears.
3.
Select the Install Sage Fixed Assets - Depreciation/Network option. A message
indicates that you must install Microsoft .NET Framework if it is not already installed
before you can install the application.
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Installing Sage Fixed Assets - Depreciation the First Time
Step 8: Installing the Client
4.
Click the Install button. The system installs Microsoft .NET Framework and then
displays the Welcome dialog. (You may need to restart your machine.)
5.
Click the Next button. The Software License Agreement dialog appears.
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Step 8: Installing the Client
6.
Read the license agreement, and then click the Yes button to accept the terms of the
agreement. (If you do not accept the terms of the license agreement, click the No
button. The system exits from the installation program.)
After you click the Yes button, the Customer Information dialog appears.
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Step 8: Installing the Client
7.
Enter your name, company name, and customer number. You will need your
customer number if you call Sage Fixed Assets Customer Support with a technical
question.
Note: You can find the customer number on the packing slip. If you cannot find your
customer number, call Customer Service at 800-368-2405.
8.
Click the Next button. The Choose Destination Location dialog appears.
9.
Click the Next button. The system begins installing the software, and the Setup Status
dialog appears.
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Step 8: Installing the Client
When all of the files have been installed, the InstallShield Wizard Complete dialog
appears.
If the installation program determines that you need to restart your computer before
you use the program, it displays two options on the InstallShield Wizard Complete
dialog. You can either allow the system to restart your computer immediately, or you
can restart your computer at a later time.
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Step 9: Starting the Application
2
Tip: We recommend that you allow the system to restart your computer at this time if
you are prompted to do so.
10. Click the Finish button. The system returns to the Client Installation dialog.
11. Click Exit to close the Client Installation dialog.
Note: The Client Installation dialog will not close immediately after the installation is
completed because of background processes that continue to run.
Step 9: Starting the Application
Follow the steps below to start the network application from a workstation.
Note: You can start the program by double-clicking the icon on your desktop.
To start the application from a workstation
1.
Select Start/Programs (or All Programs) from the Windows taskbar.
2.
Select the Sage Fixed Assets program group.
3.
Select the Depreciation - Network icon. The Update User Information dialog appears.
4.
Complete the Update User Information dialog, and then click OK.
To view your customer number
When you call Customer Support with a question, you will need your customer number.
Follow the steps below to view your customer number.
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Step 9: Starting the Application
1.
2-28
Select Help/About Depreciation from the menu bar. A dialog appears that provides
information about your application, including your customer number.
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Chapter 3
Installing Sage Fixed Assets - Depreciation:
Upgrading from a Prior Version
In this chapter:
Previous Versions Compatible with the Latest Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Preparing for an Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Overview of the Upgrade Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Step 1: Backing Up Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Step 2: Upgrading the Sage Fixed Assets Server Components . . . . . . . . . . . . . . . . . . . . . . 3-3
Step 3: Setting Up the Attachments Folder for PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Step 4: Installing the Sage Fixed Assets - Reporting Server . . . . . . . . . . . . . . . . . . . . . . . 3-10
Step 5: Converting Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
Step 6: Upgrading the Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17
Step 7: Starting the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21
This chapter provides instructions for upgrading from a previous version of Sage Fixed
Assets - Depreciation.
Previous Versions Compatible with the Latest Version
The table below shows the version you must be currently using of Sage Fixed Assets Depreciation to follow the steps in this chapter. If you are not running the version shown
in the table, you will need to install prior releases in sequential order through the
compatible version before you upgrade.
Product
Compatible Versions
Sage Fixed Assets
2012.1 and later
Sage Fixed Assets Canadian Edition
2012.1 and later
Sage Fixed Assets Government or
Nonprofit Edition
2013.0
Note: Sage Fixed Assets - Reporting uses Crystal Reports XI, which was shipped with
Sage Fixed Assets versions 2008.2 and later. If you installed Sage Fixed Assets - Reporting
with Sage Fixed Assets version 2008.2 or later, you do not need to install it again.
Preparing for an Upgrade
1___ Is the person performing the installation logged on as an Administrator? You cannot
install the application unless you have Administrative privileges.
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Overview of the Upgrade Process
Overview of the Upgrade Process
The upgrade process consists of the following steps:
1.
Backing up your current data, page 3-2.
2.
Upgrading the Sage Fixed Assets server components, page 3-3.
3.
Setting up the attachments folder for PDFs, page 3-9.
4.
Optional: Installing the Sage Fixed Assets - Reporting server, page 3-10.
Note: Sage Fixed Assets - Reporting uses Crystal Reports XI, which was shipped with
Sage Fixed Assets version 2008.2 or higher. If you installed Sage Fixed Assets Reporting with version 2008.2, you do not need to reinstall it.
5.
Converting your current data, page 3-12.
6.
Upgrading the client components, page 3-17.
7.
Starting the application, page 3-21.
Step 1: Backing Up Your Data
To back up your data
1.
Select File/Company Utilities/Backup Company from the menu bar. The Backup
Companies dialog appears.
2.
Select the database containing the company or companies you want to back up.
Note: You can repeat these steps and select a different database if you have multiple
databases.
3.
Select the company or companies that you want to back up.
Note: Click the Select All button to select all of the companies listed in the Companies
field.
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Step 2: Upgrading the Sage Fixed Assets Server Components
3
4.
Designate the destination directory, enter a file name for the backup file, and then
click the Backup button.
5.
After the backup is complete, click the Cancel button to close the Backup Companies
dialog, or select another company to back up.
Step 2: Upgrading the Sage Fixed Assets Server Components
In this step, you install the server components on the server machine for the following
applications:
• Sage Fixed Assets - Depreciation
• Sage Fixed Assets - Tracking
• Sage Fixed Assets - Planning
Note: You must be on the server machine where the previous server components were
installed to upgrade the server components. You cannot install the server components
from the client machine.
To upgrade the Sage Fixed Assets server components
1.
Point your browser to the Sage Customer Portal at:
https://customers.sagenorthamerica.com.
2.
Click the Logon link and enter your Customer Logon information.
3.
Click the Product Downloads link. The system opens a web page with downloads for
system requirements, Sage Fixed Assets products, and their installation guides.
4.
Click the Download link for the Network Editions.
5.
Click the Run button when prompted to either Run or Save the file. The system
displays the Sage Download Manager dialog.
6.
Click OK. The system begins to download the file.
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Step 2: Upgrading the Sage Fixed Assets Server Components
The system prompts you to install Sage Advisor Update if it is not already installed.
3-4
7.
Click the Install button. The system installs Sage Advisor Update. A message
indicates that you must install Microsoft .NET Framework if it is not already installed.
8.
Click the Install button. The system installs Microsoft .NET Framework and then
displays the Welcome dialog. (You may need to restart your machine.)
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Step 2: Upgrading the Sage Fixed Assets Server Components
9.
3
Click the Next button. The Software License Agreement dialog appears.

Print Button
Click this button to send the license agreement to the default printer.
10. Read the license agreement, and then click the Yes button to accept the terms of the
agreement. (If you do not accept the terms of the license agreement, click the No
button. The system exits from the installation program.)
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Step 2: Upgrading the Sage Fixed Assets Server Components
After you click the Yes button, the Customer Information dialog appears.
11. Enter your name, company name, and customer number. You will need your
customer number if you call Sage Fixed Assets Customer Support with a technical
question.
Note: You can find the customer number on the packing slip in the upgrade package
or by clicking About Depreciation from the Help menu. If you cannot find your
customer number, call Customer Service at 800-368-2405.
12. Click the Next button. A message appears indicating that a previous version of the
program has been found on your computer.
Note: If this message does not appear, make sure you are installing the server
components on the machine where the previous Sage Fixed Assets server components
were installed.
13. Click Yes to remove the previous version of the application. The system begins
installing the software, and the Setup Status dialog appears.
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Step 2: Upgrading the Sage Fixed Assets Server Components
3
When all of the files have been installed, a message informs you that:
• The application will launch the Database Utility, and
• You MUST specify the attachments folder for PDF files attached to images.
14. Click OK. The InstallShield Wizard Complete dialog appears.
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Step 2: Upgrading the Sage Fixed Assets Server Components
15. Click the Finish button. The system displays the Database Utility dialog.
16. The database engine must be started before you can run the network client on a local
workstation.
The installation program automatically creates a service called Sage Fixed Assets
Service. The installation program starts this service for you.
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Step 3: Setting Up the Attachments Folder for PDFs
3
Optional Step: Editing the Config File
This step is recommended in network environments in which the Sage Fixed Assets Server
and the client workstation(s) are located on different subnets.
To edit the config file
1.
Using a text editor (such as Notepad), open the INSTALL.CFG file. It is located in the
folder where the Sage Fixed Assets Server components were installed (default folder
is FASServ) on the server machine.
2.
In the PARAMETERS line, change XXX.XXX.XXX.XXX to the IP address of the server
machine.
3.
Save the file.
Step 3: Setting Up the Attachments Folder for PDFs
You can use the Images tab in Asset Detail to attach an image to an asset. The application
stores most types of image files in the asset database. However, the application stores
Adobe PDF file attachments in a separate folder.
The application creates an Attachments folder during installation. You can find it under
C:\FASServ\COMMON on the server machine. You must specify the path to this folder or
to another folder in the Attachments field on the Database Utility.
Note: Make sure the folder that you select is either shared or underneath a shared folder.
Setting up the attachments folder
1.
On the Database Utility, click the Browse button. The Browse for Folder dialog
appears.
2.
Select (or create) the folder that will contain the Adobe PDF file attachments. The
directory path must appear in the format \\COMPUTER NAME\SHARE
NAME\folder path. For example, if the computer name is “MYCOMPUTER” and the
share name of the FASServ folder is “FASServ,” then the path to the existing
attachments folder would appear as:
\\MYCOMPUTER\FASServ\COMMON\Attachments.
3.
Enter this path in the Folder field of the Browse for Folder dialog.
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Step 4: Installing the Sage Fixed Assets - Reporting Server
4.
Click OK to close the Browse for Folder dialog. The selected folder appears in the
Attachments Folder field.
5.
Click the Exit button to close the Database Utility.
Step 4: Installing the Sage Fixed Assets - Reporting Server
Sage Fixed Assets - Reporting enables you to create custom reports. It is a powerful
program that allows you to design, create, print, and distribute your custom reports.
Note: Sage Fixed Assets - Reporting uses Crystal Reports XI, which was shipped with
Sage Fixed Assets versions 2008.2 and later. If you installed Sage Fixed Assets - Reporting
with version 2008.2 or later, you do not need to reinstall it.
In this step, you install the Sage Fixed Assets - Reporting server on the server machine. This
step is optional. You should install the Sage Fixed Assets - Reporting server only if you
have purchased Sage Fixed Assets - Reporting, or you want to explore its features on a
30-day, free trial basis.
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Installing Sage Fixed Assets - Depreciation: Upgrading from a Prior Version
Step 4: Installing the Sage Fixed Assets - Reporting Server
3
Note: The Sage Fixed Assets - Reporting program uses Crystal Reports XI. Sage Fixed
Assets - Reporting may not be compatible with other versions of Crystal Reports. Before
installing Sage Fixed Assets - Reporting, we recommend that you make sure version
Crystal Reports XI is compatible with your other applications that run Crystal Reports.
To install the Sage Fixed Assets - Reporting server
1.
Point your browser to the Sage Customer Portal at:
https://customers.sagenorthamerica.com.
2.
Click the Logon link and enter your Customer Logon information.
3.
Click the Product Downloads link. The system opens a web page with downloads for
system requirements, Sage Fixed Assets products, and their installation guides.
4.
Click the Download link for the Reporting Server.
5.
Click the Run button when prompted to either Run or Save the file. The system
displays the Sage Download Manager dialog.
6.
Click OK. The system begins to download the file.
The system automatically displays the Reporting Server Welcome dialog.
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Step 5: Converting Your Data
7.
Click the Next button and follow the on-screen instructions.
For instructions on installing the Sage Fixed Assets - Reporting client components, see
Chapter 8, “Installing Sage Fixed Assets - Reporting.”
Step 5: Converting Your Data
As new features and enhancements are added to the program, the system requires
additional information to support the new features. This requires that changes be made to
your asset database so that the system can store the new information. To update your
database(s) to hold the new information, you must perform a database conversion.
Note: You must be currently using a version of Sage Fixed Assets - Depreciation that is
compatible with the latest version to follow the steps in this section. For information about
which versions are compatible with the latest version of the application, see “Previous
Versions Compatible with the Latest Version,” page 3-1.
Note: A database conversion requires three to four GB of disk space. Make sure you have
sufficient disk space before you convert your databases.
To convert your data
3-12
1.
Click the Start button on the Windows taskbar, and then select Programs (or All
Programs) from the Start menu.
2.
Select the Sage Fixed Assets program group.
3.
Select the Tools program group.
4.
Select the Database Utility - Network Depreciation & Tracking icon. The Database
Utility dialog appears.
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Installing Sage Fixed Assets - Depreciation: Upgrading from a Prior Version
Step 5: Converting Your Data
5.
3
Click the Convert button.
If the system cannot connect to the system database, the Verify Database Connection
dialog appears.
Note: If the Verify Database Connection dialog appears, please call Customer Support.
There may be several possible reasons that the system cannot connect to the database.
The Conversion Utility Welcome dialog appears.
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Step 5: Converting Your Data
6.
Click the Next button. The Conversion Utility Performance dialog appears.
7.
Review the Performance dialog to estimate how long the database conversion will
take.
8.
Click the Next button. The Conversion Utility Select Databases dialog appears.
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Step 5: Converting Your Data
This dialog displays the status of each database.
9.

Conversion Complete
This status indicates that the database has already been converted to the latest
version.

Ready to Convert
This status indicates that the database is ready to be converted to the latest version.

Incompatible Version
This status indicates that the database cannot be converted because the database
version is incompatible with the latest version of the application. For information
about which versions are compatible with the latest version of the application, see
“Previous Versions Compatible with the Latest Version,” page 3-1. For assistance
in converting your databases, please contact Sage Fixed Assets Customer Support.

Cannot Open
This status indicates that the database cannot be converted for an unknown reason.
The database may have been moved and the system cannot locate it, the database
may be corrupted, or the local System account or group does not have Full Control
access rights to the shared folder where the server components are installed. For
assistance in resolving the problem, please contact Sage Fixed Assets Customer
Support.
Select the database(s) that you want to convert, and then click the Next button. The
Conversion Utility Summary dialog appears.
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Step 5: Converting Your Data
10. Review the Conversion Utility Summary dialog, and then click the Convert button.
The system checks your computer’s disk space to make sure there is sufficient space to
convert your data. The conversion requires three to four GB of disk space. If there is
sufficient space for the conversion, it begins to convert the database(s) and displays the
Conversion Status message box.
When the conversion is complete, the system displays a “Conversion Complete”
message in the Additional Information text box.
11. Click the Close button. The system displays the Database Conversion Summary
report, which indicates whether the conversion was successful for each database.
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Step 6: Upgrading the Client
Step 6: Upgrading the Client
Follow the steps below on each workstation on which you will run the network application.
You can also upgrade the client application on the server for testing purposes.
Before you upgrade the network client, you must share the directory in which you installed
the database server and map a network drive to that directory on each workstation.
To upgrade a client on a workstation
1.
Do one of the following:
• Go to My Computer, and browse to the network drive that you mapped in the
previous step. Locate the folder in which you installed the server components
(FASServ, BESTSERV, and SFAServ are the defaults), and double-click the
SETUP.EXE file in the Network Setup subfolder.
• Select Start/Run from the Windows taskbar. The Run dialog appears. In the Run
dialog, enter the UNC path (\\Servername\Foldername) to the folder containing
the server components.
• In the Run dialog, enter the mapped drive path to the folder (for example,
Z:\FASServ\Network Setup\SETUP.EXE.
(Substitute your network drive letter for “Z” if it is different.)
Note: If you mapped the Z: drive to \FASServ, \BESTSERV, or \SFAServ, then the
path would be:
Z:\Network Setup\SETUP.EXE
2.
Click OK. The Client Installation dialog appears.
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Installing Sage Fixed Assets - Depreciation: Upgrading from a Prior Version
Step 6: Upgrading the Client
3.
Select the Install Sage Fixed Assets - Depreciation/Network option. The Welcome
dialog appears.
4.
Click the Next button. The License Agreement dialog appears.
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Step 6: Upgrading the Client

5.
3
Print Button
Click this button to send the license agreement to the default printer.
Read the license agreement, and then click the Yes button to accept the terms of the
agreement. (If you do not accept the terms of the license agreement, click the No
button. The system exits from the installation program.)
After you click the Yes button, the Customer Information dialog appears.
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Step 6: Upgrading the Client
6.
Enter your name, company name, and customer number. You will need your
customer number if you call Sage Fixed Assets Customer Support with a technical
question.
Note: You can find the customer number on the packing slip in the upgrade package
or by clicking About Depreciation from the Help menu. If you cannot find your
customer number, call Customer Service at 800-368-2405.
7.
Click the Next button. A message appears indicating that a previous version of the
program has been found on your computer.
8.
Click Yes to remove the prior version of the application. The system begins installing
the software, and the Setup Status dialog appears.
When all of the files have been installed, the InstallShield Wizard Complete dialog
appears.
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Step 7: Starting the Application
3
If the installation program determines that you need to restart your computer before
you use the program, it displays two options on the InstallShield Wizard Complete
dialog. You can either allow the system to restart your computer immediately, or you
can restart your computer at a later time.
Tip: We recommend that you allow the system to restart your computer at this time if
you are prompted to do so.
9.
Click the Finish button. The system returns to the Client Installation dialog.
10. Click Exit to close the Client Installation dialog.
Note: The Client Installation dialog will not close immediately after the installation is
completed because of background processes that continue to run.
Step 7: Starting the Application
Follow the steps below to start the network application from a workstation.
Note: You can start the program by double-clicking the icon on your desktop.
To start the application from a workstation
1.
Select Start/Programs (or All Programs) from the Windows taskbar.
2.
Select the Sage Fixed Assets program group.
3.
Select the Depreciation - Network icon.
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Step 7: Starting the Application
To update your customer number
After you purchase the application, you will receive a customer number. You can enter
your customer number so that it will be available if you need to call Customer Support with
a question.
1.
Select Help/Update User Information from the menu bar. A dialog appears that
allows you to enter your customer number.
2.
Complete the Update User Information dialog, and then click OK.
To view your customer number
When you call Customer Support with a question, you will need your customer number.
Follow the steps below to view your customer number.
1.
3-22
Select Help/About Depreciation from the menu bar. A dialog appears that provides
information about your program, including your customer number.
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Step 7: Starting the Application
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Step 7: Starting the Application
Sage Fixed Assets
Network Installation Guide
Chapter 4
Installing Sage Fixed Assets - Tracking
the First Time
In this chapter:
Preparing for a New Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Overview of the Install Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Step 1: Installing the Sage Fixed Assets Server Components . . . . . . . . . . . . . . . . . . . . . . . 4-2
Step 2: Locating the Default Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10
Step 3: Sharing the SFAServ Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12
Step 4: Setting Up the Attachments Folder for PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
Step 5: Installing the Sage Fixed Assets - Reporting Server . . . . . . . . . . . . . . . . . . . . . . . 4-18
Step 6: Registering the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19
Step 7: Mapping a Drive to the SFAServ Folder (Optional) . . . . . . . . . . . . . . . . . . . . . . . 4-22
Step 8: Attaching Your Physical Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22
Step 9: Installing the Client Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-23
Step 10: Installing the Barcode Reader Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-28
Step 11: Starting the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-31
Preparing for a New Install
1___ Does each user of the application and each local system account have full control access to
the SFAServ directory?
To run the application, each network user must have full control access to the SFAServ
directory. After the application has been installed, make sure the SFAServ directory has the
correct permissions.
2___ Is the person performing the installation logged on as an Administrator? You cannot
install the program if you do not have Administrative rights.
3___ Are you running a supported operating system on the server? For more information, see
“Server System Requirements,” page 1-2.
Overview of the Install Process
The install process consists of the following steps:
1.
Installing the Sage Fixed Assets server components, page 4-2.
2.
Locating the Default database, page 4-10.
3.
Sharing the SFAServ folder, page 4-12.
4.
Setting up the attachments folder for PDFs, page 4-16.
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Installing Sage Fixed Assets - Tracking the First Time
Step 1: Installing the Sage Fixed Assets Server Components
5.
Optional: Installing the Sage Fixed Assets - Reporting server, page 4-18.
6.
Registering the application, page 4-19.
7.
Optional: Mapping a drive to the SFAServ folder, page 4-22.
8.
Attaching your barcode reader to the workstation, page 4-22.
9.
Installing the client components on a workstation, page 4-23.
10. Installing the Barcode Reader program, page 4-28.
11. Starting the application, page 4-31.
Step 1: Installing the Sage Fixed Assets Server Components
Note: You need to install the server components only once. If you have already installed
the server components for the 2012.1 update, you do not need to repeat these steps again.
In this step, you install the server components on the server machine for the following
applications:
• Sage Fixed Assets - Depreciation
• Sage Fixed Assets - Tracking
• Sage Fixed Assets - Planning.
Note: You must be on the server machine to install the server components. You cannot
install the server components from the client machine.
To install the Sage Fixed Assets server components
4-2
1.
Point your browser to the Sage Customer Portal at:
https://customers.sagenorthamerica.com.
2.
Click the Logon link and enter your Customer Logon information.
3.
Click the Product Downloads link. The system opens a web page with downloads for
system requirements, Sage Fixed Assets products, and their installation guides.
4.
Click the Download link for the Network Editions.
5.
Click the Run button when prompted to either Run or Save the file. The system
displays the Sage Download Manager dialog.
6.
Click OK. The system begins to download the file.
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Installing Sage Fixed Assets - Tracking the First Time
Step 1: Installing the Sage Fixed Assets Server Components
4
The system prompts you to install Sage Advisor Update.
7.
Click the Install button. The system installs Sage Advisor Update. A message
indicates that you must install Microsoft .NET Framework if it is not already installed.
8.
Click the Install button. The system installs Microsoft .NET Framework and then
displays the Welcome dialog. (You may need to restart your machine.)
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Step 1: Installing the Sage Fixed Assets Server Components
9.
Click the Next button. The License Agreement dialog appears.

Print Button
Click this button to send the license agreement to the default printer.
10. Read the license agreement, and then click the Yes button to accept the terms of the
agreement. (If you do not accept the terms of the license agreement, click the No
button. The system exits from the installation program.)
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Step 1: Installing the Sage Fixed Assets Server Components
4
After you click the Yes button, the Select Options dialog appears.
11. Select either the 30-day free trial option or the purchased option.
If you selected the 30-day free trial option, the following Customer Information dialog
appears.
12. Enter your name and company name, and continue to step 9.
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Step 1: Installing the Sage Fixed Assets Server Components
If you selected the purchased option, the following Customer Information dialog
appears.
13. Enter your name, company name, and customer number. You will need your
customer number if you call Sage Fixed Assets Customer Support with a technical
question.
Note: You can find the customer number on the packing slip. If you cannot find your
customer number, call Customer Service at 800-368-2405.
14. Click the Next button. The Choose Destination Location dialog appears.
4-6
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Step 1: Installing the Sage Fixed Assets Server Components
4
15. Select the folder in which to install the server components, and then click the Next
button. The Sybase Server Configuration Information dialog appears.

Sage Fixed Assets
Network Installation Guide
Database Engine Name
We recommend that you accept the default Database Engine name of
SageFAS_Engine unless you are using a different Sybase database engine name.
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Installing Sage Fixed Assets - Tracking the First Time
Step 1: Installing the Sage Fixed Assets Server Components
Note: This field is unavailable if you have already installed a Sage Fixed Assets
network server application on this machine. You will use the same Database Engine
name that was used in the previous installation.

Protocol
We recommend that you make a note of the communication protocol information.
The selected protocol must match the communication protocol that you specify
when you establish the network Database server.
16. Click the Next button. The system begins installing the software, and the Setup Status
dialog appears.
When all of the files have been installed, a message informs you that:
• The application will launch the Database Utility, and
• You MUST specify the attachments folder for PDF files attached to images.
17. Click OK. The InstallShield Wizard Complete dialog appears.
4-8
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Step 1: Installing the Sage Fixed Assets Server Components
4
18. Click the Finish button. The system displays the Database Utility dialog.
19. The database engine must be started before you can run the network client on a local
workstation.
The installation program automatically creates a database service called Sage Fixed
Assets Service. The installation program starts this service for you.
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Step 2: Locating the Default Database
Optional Step: Editing the Config File
This step is recommended in network environments in which the Sage Fixed Assets Server
and the client workstation(s) are located on different subnets.
To edit the config file
1.
Using a text editor (such as Notepad), open the INSTALL.CFG file. It is located in the
folder where the Sage Fixed Assets Server components were installed (default folder
is SFAServ) on the server machine.
2.
In the PARAMETERS line, change XXX.XXX.XXX.XXX to the IP address of the server
machine.
3.
Save the file.
Step 2: Locating the Default Database
In this step, you use the Database Utility to add the default asset database to the system.
Once the default asset database has been added, you will not have to add it again for any
other clients.
To add the default database
4-10
1.
Click the Find button on the Database Utility. The Find Databases dialog appears.
2.
Click the Browse button. The Browse for Folder dialog appears.
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Installing Sage Fixed Assets - Tracking the First Time
Step 2: Locating the Default Database
3.
4
Use the directory tree to locate the folder containing the default database.
The installation program installed a default database in the F:\SFAServ\DATA
directory on the server, if you accepted the default directory when you installed the
database server files.
4.
Click OK to return to the Find Databases dialog.
5.
Click the Search button. The system lists all of the databases that it finds in the list box.
6.
Select (highlight) the database that you want to use, and then click the Add button.
The selected database disappears from the list of search results after it has been added.
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Step 3: Sharing the SFAServ Folder
7.
Click the Close button. The system returns to the Database Utility dialog. The selected
database appears in the Database Name field.
Step 3: Sharing the SFAServ Folder
The next step is to share the \SFAServ folder with full control for the following users or
groups:
• Users of the Sage Fixed Assets application
• Domain Administrators
• Local operating SYSTEM group
The procedure for sharing the SFAServ folder is slightly different depending on the
platform you are using.
Below we show the steps for sharing a folder on Windows Server 2008.
To share the SFAServ folder
4-12
1.
In Windows Explorer, right-click on the SFAServ folder.
2.
From the popup menu, select Share With. The File Sharing dialog appears.
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Step 3: Sharing the SFAServ Folder
3.
In the Choose People to Share With field, click the down arrow and select
Administrator from the drop-down list.
4.
Click the Add button. The Administrator appears in the list box.
5.
In the Permission Level column, click the down arrow and change the permission
level for the Administrator to “Co-owner.”
6.
Repeat step 3 and select the SYSTEM group.
7.
Repeat steps 4 and 5.
8.
Click the Share button.
Below we show the steps for sharing a folder on Windows Server 2003.
To share the SFAServ folder
1.
In Windows Explorer, right-click on the SFAServ folder.
2.
From the popup menu, select Sharing and Security. The SFAServ Properties dialog
appears.
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Step 3: Sharing the SFAServ Folder
3.
Click the Share This Folder option button.
4.
Select the Security tab.
5.
On the Security page, select the Advanced button. The Advanced Security Settings for
SFAServ dialog appears.
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Installing Sage Fixed Assets - Tracking the First Time
Step 3: Sharing the SFAServ Folder
4
6.
Clear the “Allow Inheritable Permissions from the Parent to Propagate to this
Object . . .” check box. A security message appears.
7.
Click the Copy button to return to the Advanced Security Settings for SFAServ dialog.
8.
Select the “Replace Permission Entries on All Child Objects . . .” check box.
9.
Click OK. A second Security message appears.
10. Click Yes to return to the SFAServ Properties dialog.
11. Click the Add button. The Select Users or Groups dialog appears.
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Step 4: Setting Up the Attachments Folder for PDFs
12. Enter the user name or group you want to add.
13. Click Check Names.
14. Click OK.
15. Change the permissions for the user or group that was just added to have Full Control
on the share.
16. Repeat steps 11 to 15 for additional users and/or groups.
17. Repeat steps 11 to 15, but add the account named SYSTEM.
18. Click OK.
19. Click OK to close the SFAServ Properties dialog.
Step 4: Setting Up the Attachments Folder for PDFs
You can use the Images tab in Asset Detail to attach an image to an asset. The application
stores most types of image files in the asset database. However, the application stores
Adobe PDF file attachments in a separate folder.
The application creates an Attachments folder during installation. You can find it under
C:\SFAServ\COMMON on the server machine.
Note: You must specify the path to this folder or to another folder in the Attachments field
on the Database Utility.
Setting up the attachments folder
1.
4-16
On the Database Utility, click the Browse button. The Browse for Folder dialog
appears.
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Installing Sage Fixed Assets - Tracking the First Time
Step 4: Setting Up the Attachments Folder for PDFs
2.
4
Select (or create) the folder that will contain the Adobe PDF file attachments. The
directory path must appear in the format \\COMPUTER NAME\SHARE
NAME\folder path. For example, if the computer name is “MYCOMPUTER” and the
share name of the SFAServ folder is “SFAServ,” then the path to the existing
attachments folder would appear as:
\\MYCOMPUTER\SFAServ\COMMON\Attachments.
3.
Enter this path in the Folder field of the Browse for Folder dialog.
4.
Click OK to close the Browse for Folder dialog. The selected folder appears in the
Attachments Folder field.
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Step 5: Installing the Sage Fixed Assets - Reporting Server
5.
Click the Exit button to close the Database Utility.
Step 5: Installing the Sage Fixed Assets - Reporting Server
Sage Fixed Assets - Reporting enables you to create custom reports. It is a powerful
program that allows you to design, create, print, and distribute your custom reports.
In this step, you install the Sage Fixed Assets - Reporting server on the server machine. This
step is optional. You should install the Sage Fixed Assets - Reporting server only if you
have purchased Sage Fixed Assets - Reporting, or you want to explore its features on a
30-day, free trial basis.
Note: The Sage Fixed Assets - Reporting program uses Crystal Reports XI. Sage Fixed
Assets - Reporting may not be compatible with other versions of Crystal Reports. Before
installing Sage Fixed Assets - Reporting, we recommend that you make sure version
Crystal Reports XI is compatible with your other applications that run Crystal Reports.
To install the Sage Fixed Assets - Reporting server
4-18
1.
Point your browser to the Sage Customer Portal at:
https://customers.sagenorthamerica.com.
2.
Click the Logon link and enter your Customer Logon information.
3.
Click the Product Downloads link. The system opens a web page with downloads for
system requirements, Sage Fixed Assets products, and their installation guides.
4.
Click the Download link for the Reporting Server.
5.
Click the Run button when prompted to either Run or Save the file. The system
displays the Sage Download Manager dialog.
6.
Click OK. The system begins to download the file.
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Installing Sage Fixed Assets - Tracking the First Time
Step 6: Registering the Application
The system automatically displays the Reporting Server Welcome dialog.
7.
Click the Next button and follow the on-screen instructions.
For instructions on installing the Sage Fixed Assets - Reporting client components, see
Chapter 8, “Installing Sage Fixed Assets - Reporting.”
Step 6: Registering the Application
The process of registering the program is a one-time event. After you enter your
registration codes, you won’t have to enter them again—not even when you receive your
next program update.
After you have installed the database server and the network client, follow the steps below
to register the network application.
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Step 6: Registering the Application
Note: You have 30 days to register the Sage Fixed Assets application.
To register the application
Note: Before you perform the steps below, make sure the Database Engine has been
started. The installation program should have started the Database Engine automatically.
However, you must start the Database Engine if it has been stopped for any reason. The
Database Engine must be running when you register the program. For instructions on
starting the Database Engine, see “Managing a Sage Fixed Assets Database Service,” page
10-1.
4-20
1.
On the server machine, click the Start button on the Windows taskbar, and then select
Programs (or All Programs) from the Start menu.
2.
Select the Sage Fixed Assets program group.
3.
Select the Tools program group.
4.
Select the Database Utility - Network Depreciation & Tracking icon. The Database
Utility dialog appears.
5.
Click the Registration button. The Product Registration dialog appears.
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Installing Sage Fixed Assets - Tracking the First Time
Step 6: Registering the Application
6.
4
Click the Register button. A dialog appears that allows you to enter your serial
number and activation code.

Serial Number
Enter your serial number. You must enter the hyphen. The system displays
XXXX-XXXXX in this field to demonstrate the required format. Replace the X’s
with your serial number.

Activation Code
Enter your activation code.
Please contact Customer Service at 800-368-2405 if you cannot find your serial number
and activation code.
7.
Click OK. The system returns to the previous registration dialog.
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Installing Sage Fixed Assets - Tracking the First Time
Step 7: Mapping a Drive to the SFAServ Folder (Optional)
Note that the registered products appear in the list with a status of “Active.”
8.
Click OK to close the registration dialog.
Step 7: Mapping a Drive to the SFAServ Folder (Optional)
Now that you have shared the SFAServ folder, you can map a network drive to that
directory on each workstation.
Note: Instead of mapping a drive to the SFAServ folder, you can install the client
components by entering the UNC path (\\Servername\Foldername) in the Run dialog.
To map a drive to the SFAServ folder
1.
In Windows Explorer, select Tools/Map Network Drive. The Map Network Drive
dialog appears.
2.
Click the Browse button to locate the SFAServ folder on the server.
Note: Do NOT map a drive to a folder underneath the SFAServ folder, such as the
Network Setup folder.
3.
Click the Finish button to close the Map Network Drive dialog.
Step 8: Attaching Your Physical Reader
In this step, you attach your physical reader to your workstation. The installation program
will detect your reader and prompt you to install the Barcode Reader program (see “Step
10: Installing the Barcode Reader Program,” page 4-28).
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Step 9: Installing the Client Components
4
Step 9: Installing the Client Components
Follow the steps below on each workstation on which you will run the network application.
You can also install the client application on the server for testing purposes.
To install a client on a workstation
1.
Do one of the following:
• Go to My Computer, and browse to the network drive that you mapped in step 5.
Locate the folder in which you installed the server components (SFAServ is the
default), and double-click the SETUP.EXE file in the Network Setup subfolder.
• Select Start/Run from the Windows taskbar. The Run dialog appears. In the Run
dialog, enter the UNC path (\\Servername\Foldername) to the folder containing
the server components.
• In the Run dialog, enter the mapped drive path to the folder (for example,
Z:\SFAServ\Network Setup\SETUP.EXE.
(Substitute your network drive letter for “Z” if it is different.)
Note: If you mapped the F: drive to \SFAServ, then the path would be:
F:\Network Setup\SETUP.EXE
Note: The SETUP.EXE file is located on the machine on which you installed the server
components.
2.
Click OK. The Client Installation dialog appears.
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Installing Sage Fixed Assets - Tracking the First Time
Step 9: Installing the Client Components
3.
Select the Install Sage Fixed Assets - Tracking/Network option. A message indicates
that you must install Microsoft .NET Framework if it is not already installed before
you can install the application.
4.
Click the Install button. The system installs Microsoft .NET Framework and then
displays the Welcome dialog. (You may need to restart your machine.)
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Step 9: Installing the Client Components
4
5.
Click the Next button. The License Agreement dialog appears.
6.
Read the license agreement, and then click the Yes button to accept the terms of the
agreement. (If you do not accept the terms of the license agreement, click the No
button. The system exits from the installation program.)
After you click the Yes button, the Customer Information dialog appears.
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Step 9: Installing the Client Components
7.
Enter your name, company name, and customer number. You will need your
customer number if you call Sage Fixed Assets Customer Support with a technical
question.
Note: You can find the customer number on the packing slip. If you cannot find your
customer number, call Customer Service at 800-368-2405.
8.
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Click the Next button. The Choose Destination Location dialog appears.
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Step 9: Installing the Client Components
9.
4
Click the Next button. The system begins installing the software, and the Setup Status
dialog appears.
When all of the files have been installed, the InstallShield Wizard Complete dialog
appears.
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Installing Sage Fixed Assets - Tracking the First Time
Step 10: Installing the Barcode Reader Program
If the installation program determines that you need to restart your computer before
you use the program, it displays two options on the InstallShield Wizard Complete
dialog. You can either allow the system to restart your computer immediately, or you
can restart your computer at a later time.
Tip: We recommend that you allow the system to restart your computer at this time if
you are prompted to do so.
10. Click the Finish button. The system returns to the Client Installation dialog.
11. Click Exit to close the Client Installation dialog.
Note: The Client Installation dialog will not close immediately after the installation is
completed because of background processes that continue to run.
Step 10: Installing the Barcode Reader Program
To successfully operate physical readers during a Dynamic or Baseline inventory, you must
transfer the Barcode Reader program files from your computer to the reader. You must
have already installed Microsoft ActiveSync or Windows Mobile Device Center on your
computer before installing Barcode Reader.
You only need to follow the procedure that downloads the Barcode Reader program to the
physical reader once. You will not need to repeat this procedure unless there is an update
to the program.
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Step 10: Installing the Barcode Reader Program
Note: Before installing the Barcode Reader program, you must make sure that either
Microsoft ActiveSync or Windows Mobile Device Center (depending on your operating
system) is installed on your computer. You can obtain them for free from the download
page on the Microsoft website at www.microsoft.com.
The following steps describe how to install the Barcode Reader program during the
installation of Sage Fixed Assets - Tracking. You can install the Barcode Reader program at
any time after you have installed the application by doing the following:
• Attach the physical reader to your computer.
• Double-click the SETUP.EXE file located in the Reader folder where you installed Sage
Fixed Assets - Tracking. The default location is C:\Program Files\Sage Fixed
Assets\Reader.
You many need to repeat the steps above if you have purchased more than one reader.
To install the Barcode Reader program to the physical reader
1.
Before starting the Sage Fixed Assets - Tracking installation, make sure your physical
reader is connected to your computer and has at least 3 Mb of storage memory
available.
At the end of the Sage Fixed Assets - Tracking installation process, the system asks if
you would like to install the Barcode Reader program.
2.
Click Yes. The Welcome dialog appears.
3.
Click the Next button. The License Agreement dialog appears.
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Step 10: Installing the Barcode Reader Program
4.
Read the license agreement, accept the terms of the license agreement, and then click
the Next button. (If you do not accept the terms of the license agreement, click the
Cancel button and the system exits from the installation program.)
The Ready to Install the Program dialog appears.
5.
Click the Install button. The system displays a dialog that indicates the progress of the
installation.
When the installation is complete, a message asks you to check your physical device
screen for additional steps to complete the installation.
4-30
6.
Click OK. On the physical device, a message allows you to select the location for
installing the Barcode Reader program.
7.
Click the \Flash File Store option, and then click Install. On the physical device, a
message confirms the successful installation of the Barcode Reader.
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Step 11: Starting the Application
4
On the computer desktop, the InstallShield Wizard Completed dialog appears.
8.
Click the Finish button.
Note: After the installation is complete, it is recommended that you restart the physical
reader.
Step 11: Starting the Application
After you have started the Database Engine, follow the steps below to start the network
application from a workstation. The Sage Fixed Assets client icon is located in the Sage
Fixed Assets program group by default.
Note: You can start the program by double-clicking the icon on your desktop.
To start the application from a workstation
1.
Select Start/Programs (or All Programs) from the Windows taskbar.
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Step 11: Starting the Application
2.
Select the Sage Fixed Assets program group.
3.
Select the Tracking - Network icon. The Update User Information dialog appears.
4.
Complete the Update User Information dialog, and then click OK.
To view your customer number
When you call Customer Support with a question, you will need your customer number.
Follow the steps below to view your customer number.
1.
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Select Help/About Tracking from the menu bar. A dialog appears that provides
information about your program, including your customer number.
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Step 11: Starting the Application
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Step 11: Starting the Application
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Chapter 5
Installing Sage Fixed Assets - Tracking:
Upgrading from a Prior Version
In this chapter:
Previous Versions Compatible with the Latest Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Preparing for the Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Overview of the Upgrade Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Step 1: Backing Up Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Step 2: Upgrading the Sage Fixed Assets Server Components . . . . . . . . . . . . . . . . . . . . . . 5-2
Step 3: Setting Up the Attachments Folder for PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
Step 4: Installing the Sage Fixed Assets - Reporting Server . . . . . . . . . . . . . . . . . . . . . . . 5-10
Step 5: Converting Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Step 6: Upgrading the Client Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17
Step 7: Upgrading the Reader Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22
Step 8: Starting the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-26
This chapter provides instructions for upgrading from a previous version of Sage Fixed
Assets - Tracking.
Previous Versions Compatible with the Latest Version
The table below shows the version you must be currently using of Sage Fixed Assets Tracking to follow the steps in this chapter. If you are not running the version shown in the
table, you will need to install prior releases in sequential order through the compatible
version before you upgrade.
Product
Compatible Versions
Sage Fixed Assets
12.1 and later
Sage Fixed Assets Canadian Edition
12.1 and later
Sage Fixed Assets Government or
Nonprofit Edition
2013.0
Note: Sage Fixed Assets - Reporting uses Crystal Reports XI, which was shipped with
Sage Fixed Assets versions 2008.2 and later. If you installed Sage Fixed Assets - Reporting
with Sage Fixed Assets version 2008.2 or later, you do not need to install it again.
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Preparing for the Upgrade
Preparing for the Upgrade
1___ Is the person performing the installation logged on as an Administrator? You cannot
install the program if you do not have Administrative rights.
Overview of the Upgrade Process
The upgrade process consists of the following steps:
1.
Backing up your current data, page 5-2.
2.
Upgrading the Sage Fixed Assets server components, page 5-2.
3.
Setting up the attachments folder for PDFs, page 5-9.
4.
Optional: Installing the Sage Fixed Assets - Reporting server, page 5-10.
Note: Sage Fixed Assets - Reporting uses Crystal Reports XI, which was shipped with
Sage Fixed Assets versions 2008.2 and later. If you installed Sage Fixed Assets Reporting with version 2008.2 or later, you do not need to reinstall it.
5.
Converting your current data, page 5-12.
6.
Upgrading the client components, page 5-17.
7.
Upgrading the reader program, page 5-22.
8.
Starting the application, page 5-26.
Step 1: Backing Up Your Data
To back up your data
1.
Select File/Company Utilities/Backup Company from the menu bar. The system
displays the Backup Companies dialog.
2.
Select the company that you want to back up, designate the destination directory,
enter a file name for the backup file, and then click the Backup button.
3.
After the backup is complete, click the Cancel button to close the Backup Companies
dialog, or select another company to back up.
Step 2: Upgrading the Sage Fixed Assets Server Components
Note: You need to install the server components only once. If you have already installed
the server components for Sage Fixed Assets - Depreciation, you do not need to repeat
these steps for Sage Fixed Assets - Tracking.
In this step, you install the server components on the server machine for the following
applications:
• Sage Fixed Assets - Depreciation
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Step 2: Upgrading the Sage Fixed Assets Server Components
5
• Sage Fixed Assets - Tracking
• Sage Fixed Assets - Planning.
Note: You must be on the server machine where the previous server components were
installed to upgrade the server components. You cannot install the server components
from the client machine.
To upgrade the Sage Fixed Assets server components
1.
Point your browser to the Sage Customer Portal at:
https://customers.sagenorthamerica.com.
2.
Click the Logon link and enter your Customer Logon information.
3.
Click the Product Downloads link. The system opens a web page with downloads for
system requirements, Sage Fixed Assets products, and their installation guides.
4.
Click the Download link for the Network Editions.
5.
Click the Run button when prompted to either Run or Save the file. The system
displays the Sage Download Manager dialog.
6.
Click OK. The system begins to download the file.
The system prompts you to install Sage Advisor Update if it is not already installed.
7.
Click the Install button. The system installs Sage Advisor Update. A message
indicates that you must install Microsoft .NET Framework if it is not already installed.
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Installing Sage Fixed Assets - Tracking: Upgrading from a Prior Version
Step 2: Upgrading the Sage Fixed Assets Server Components
8.
Click the Install button. The system installs Microsoft .NET Framework and then
displays the Welcome dialog. (You may need to restart your machine.)
9.
Click the Next button. The License Agreement dialog appears.
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Step 2: Upgrading the Sage Fixed Assets Server Components

5
Print Button
Click this button to send the license agreement to the default printer.
10. Read the license agreement, and then click the Yes button to accept the terms of the
agreement. (If you do not accept the terms of the license agreement, click the No
button. The system exits from the installation program.)
After you click the Yes button, the Customer Information dialog appears.
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Step 2: Upgrading the Sage Fixed Assets Server Components
11. Enter your name, company name, and customer number. You will need your
customer number if you call Sage Fixed Assets Customer Support with a technical
question.
Note: You can find the customer number on the packing slip in the upgrade package
or by clicking About Tracking from the Help menu. If you cannot find your customer
number, call Customer Service at 800-368-2405.
12. Click the Next button. A message appears indicating that a previous version of the
program has been found on your computer.
Note: If this message does not appear, make sure you are installing the server
components on the machine where the previous Sage Fixed Assets server components
were installed.
Note: Before you continue, make sure you do not have inventories in progress. After
you install the latest version, the system will not be able to receive data from readers
prepared in a prior version of the application.
13. Do one of the following:
• Click No to cancel the installation and receive data from your reader(s).
• Click Yes to remove the previous version of the application. The system begins
installing the software, and the Setup Status dialog appears.
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Step 2: Upgrading the Sage Fixed Assets Server Components
5
When all of the files have been installed, a message informs you that:
• The application will launch the Database Utility, and
• You MUST specify the attachments folder for PDF files attached to images.
14. Click OK. The InstallShield Wizard Complete dialog appears.
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Step 2: Upgrading the Sage Fixed Assets Server Components
15. Click the Finish button. The system displays the Database Utility dialog.
16. The database engine must be started before you can run the network client on a local
workstation.
The installation program automatically creates a service called Sage Fixed Assets
Service. The installation program starts this service for you.
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Step 3: Setting Up the Attachments Folder for PDFs
5
Optional Step: Editing the Config File
This step is recommended in network environments in which the Sage Fixed Assets Server
and the client workstation(s) are located on different subnets.
To edit the config file
1.
Using a text editor (such as Notepad), open the INSTALL.CFG file. It is located in the
folder where the Sage Fixed Assets Server components were installed (default folder
is FASServ) on the server machine.
2.
In the PARAMETERS line, change XXX.XXX.XXX.XXX to the IP address of the server
machine.
3.
Save the file.
Step 3: Setting Up the Attachments Folder for PDFs
You can use the Images tab in Asset Detail to attach an image to an asset. The application
stores most types of image files in the asset database. However, the application stores
Adobe PDF file attachments in a separate folder.
The application creates an Attachments folder during installation. You can find it under
C:\FASServ\COMMON on the server machine. You must specify the path to this folder or
to another folder in the Attachments field on the Database Utility.
Note: Make sure the folder that you select is either shared or underneath a shared folder.
Setting up the attachments folder
1.
On the Database Utility, click the Browse button. The Browse for Folder dialog
appears.
2.
Select (or create) the folder that will contain the Adobe PDF file attachments. The
directory path must appear in the format \\COMPUTER NAME\SHARE
NAME\folder path. For example, if the computer name is “MYCOMPUTER” and the
share name of the FASServ folder is “SFAServ,” then the path to the existing
attachments folder would appear as:
\\MYCOMPUTER\FASServ\COMMON\Attachments.
3.
Enter this path in the Folder field of the Browse for Folder dialog.
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Step 4: Installing the Sage Fixed Assets - Reporting Server
4.
Click OK to close the Browse for Folder dialog. The selected folder appears in the
Attachments Folder field.
5.
Click the Exit button to close the Database Utility.
Step 4: Installing the Sage Fixed Assets - Reporting Server
Sage Fixed Assets - Reporting enables you to create custom reports. It is a powerful
program that allows you to design, create, print, and distribute your custom reports.
Note: Sage Fixed Assets - Reporting uses Crystal Reports XI, which was shipped with
Sage Fixed Assets versions 2008.2 and later. If you installed Sage Fixed Assets - Reporting
with version 2008.2 or later, you do not need to reinstall it.
In this step, you install the Sage Fixed Assets - Reporting server on the server machine. This
step is optional. You should install the Sage Fixed Assets - Reporting server only if you
have purchased Sage Fixed Assets - Reporting, or you want to explore its features on a
30-day, free trial basis.
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Step 4: Installing the Sage Fixed Assets - Reporting Server
5
Note: The Sage Fixed Assets - Reporting program uses Crystal Reports XI. Sage Fixed
Assets - Reporting may not be compatible with other versions of Crystal Reports. Before
installing Sage Fixed Assets - Reporting, we recommend that you make sure version
Crystal Reports XI is compatible with your other applications that run Crystal Reports.
To install the Sage Fixed Assets - Reporting server
1.
Point your browser to the Sage Customer Portal at:
https://customers.sagenorthamerica.com.
2.
Click the Logon link and enter your Customer Logon information.
3.
Click the Product Downloads link. The system opens a web page with downloads for
system requirements, Sage Fixed Assets products, and their installation guides.
4.
Click the Download link for the Reporting Server.
5.
Click the Run button when prompted to either Run or Save the file. The system
displays the Sage Download Manager dialog.
6.
Click OK. The system begins to download the file.
The system automatically displays the Reporting Server Welcome dialog.
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Step 5: Converting Your Data
7.
Click the Next button and follow the on-screen instructions.
For instructions on installing the Sage Fixed Assets - Reporting client components, see
Chapter 8, “Installing Sage Fixed Assets - Reporting.”
Step 5: Converting Your Data
As new features and enhancements are added to the program, the system requires
additional information to support the new features. This requires that changes be made to
your asset database so that the system can store the new information. To update your
database(s) to hold the new information, you must perform a database conversion.
Note: You must be currently using a version of Sage Fixed Assets - Tracking that is
compatible with the latest version to follow the steps in this section. For information about
which versions are compatible with the latest version of the application, see “Previous
Versions Compatible with the Latest Version,” page 5-1.
Note: Before you convert your data, make sure you do not have inventories in progress.
After your data has been converted, the system will not be able to receive data from
readers prepared in a prior version of the application. To receive the reader data, you
must reinstall the prior version.
Note: A database conversion requires three to four GB of disk space. Make sure you have
sufficient disk space before you convert your databases.
To convert your data
5-12
1.
Click the Start button on the Windows taskbar, and then select Programs (or All
Programs) from the Start menu.
2.
Select the Sage Fixed Assets program group.
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Step 5: Converting Your Data
3.
Select the Tools program group.
4.
Select the Database Utility - Network Depreciation & Tracking icon. The Database
Utility dialog appears.
5.
Click the Convert button.
5
If the system cannot connect to the system database, the Verify Database Connection
dialog appears.
Note: If the Verify Database Connection dialog appears, please call Customer Support.
There may be several possible reasons that the system cannot connect to the database.
The Conversion Utility Welcome dialog appears.
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Step 5: Converting Your Data
6.
Click the Next button. The Conversion Utility Performance dialog appears.
7.
Review the Performance dialog to estimate how long the database conversion will
take.
8.
Click the Next button. The Conversion Utility Select Databases dialog appears.
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Step 5: Converting Your Data
This dialog displays the status of each database.
9.

Conversion Complete
This status indicates that the database has already been converted to the latest
version.

Ready to Convert
This status indicates that the database is ready to be converted to the latest version.

Incompatible Version
This status indicates that the database cannot be converted because the database
version is incompatible with the latest version of the application. For information
about which versions are compatible with the latest version of the application, see
“Previous Versions Compatible with the Latest Version,” page 5-1. For assistance
in converting your databases, please contact Sage Fixed Assets Customer Support.

Cannot Open
This status indicates that the database cannot be converted for an unknown reason.
The database may have been moved and the system cannot locate it, the database
may be corrupted, or the local System account or group does not have Full Control
access rights to the shared folder where the server components are installed. For
assistance in resolving the problem, please contact Sage Fixed Assets Customer
Support.
Select the database(s) that you want to convert, and then click the Next button.
If a selected database contains a company with an inventory in progress, a message
warns you that after the database conversion the system will be unable to receive data
from readers prepared in a prior version of the application. To receive the reader data,
you must click No and reinstall the prior version.
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Step 5: Converting Your Data
10. Click Yes to continue. The Conversion Utility Summary dialog appears.
11. Review the Conversion Utility Summary dialog, and then click the Convert button.
The system checks your computer’s disk space to make sure there is sufficient space to
convert your data. The conversion requires three to four GB of disk space. If there is
sufficient space for the conversion, it begins to convert the database(s) and displays the
Conversion Status message box.
When the conversion is complete, the system displays a “Conversion Complete”
message in the Additional Information text box.
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Step 6: Upgrading the Client Components
12. Click the Close button. The system displays the Database Conversion Summary
report, which indicates whether the conversion was successful for each database.
Step 6: Upgrading the Client Components
Follow the steps below on each workstation on which you will run the network application.
You can also upgrade the client application on the server for testing purposes.
Before you upgrade the network client, you must share the directory in which you installed
the database server and map a network drive to that directory on each workstation.
To upgrade a client on a workstation
1.
Do one of the following:
• Go to My Computer, and browse to the network drive that you mapped in the
previous step. Locate the folder in which you installed the server components
(FASServ, BESTSERV, and SFAServ are the defaults), and double-click the
SETUP.EXE file in the Network Setup subfolder.
• Select Start/Run from the Windows taskbar. The Run dialog appears. In the Run
dialog, enter the UNC path (\\Servername\Foldername) to the folder containing
the server components
• In the Run dialog, enter the mapped drive path to the folder (for example,
Z:\FASServ\Network Setup\SETUP.EXE.
(Substitute your network drive letter for “Z” if it is different.)
Note: If you mapped the Z: drive to \FASServ, \BESTSERV, or \SFAServ, then the
path would be:
Z:\Network Setup\SETUP.EXE
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Installing Sage Fixed Assets - Tracking: Upgrading from a Prior Version
Step 6: Upgrading the Client Components
2.
Click OK. The Client Installation dialog appears.
3.
Select the Install Sage Fixed Assets - Tracking/Network option. The Welcome dialog
appears.
4.
Click the Next button. The Software License Agreement dialog appears.
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Installing Sage Fixed Assets - Tracking: Upgrading from a Prior Version
Step 6: Upgrading the Client Components

5.
5
Print Button
Click this button to send the license agreement to the default printer.
Read the license agreement, and then click the Yes button to accept the terms of the
agreement. (If you do not accept the terms of the license agreement, click the No
button. The system exits from the installation program.)
After you click the Yes button, the Customer Information dialog appears.
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Installing Sage Fixed Assets - Tracking: Upgrading from a Prior Version
Step 6: Upgrading the Client Components
6.
Enter your name, company name, and customer number. You will need your
customer number if you call Sage Fixed Assets Customer Support with a technical
question.
Note: You can find the customer number on the packing slip in the upgrade package
or by clicking About Tracking from the Help menu. If you cannot find your customer
number, call Customer Service at 800-368-2405.
7.
Click the Next button. A message appears indicating that a previous version of the
application has been found on your computer.
Note: Before you continue, make sure you do not have inventories in progress. After
you install the latest version, the system will not be able to receive data from readers
prepared in a prior version of the application.
8.
Do one of the following:
• If you need to receive reader data, click No to cancel the installation. Reinstall
the previous version of the application and receive the reader data before
installing the latest version.
• Click Yes to remove the previous version of the application. The system begins
installing the software, and the Setup Status dialog appears.
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Step 6: Upgrading the Client Components
5
When all of the files have been installed, the InstallShield Wizard Complete dialog
appears.
If the installation program determines that you need to restart your computer before
you use the application, it displays two options on the InstallShield Wizard Complete
dialog. You can either allow the system to restart your computer immediately, or you
can restart your computer at a later time.
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Step 7: Upgrading the Reader Program
Tip: We recommend that you allow the system to restart your computer at this time if
you are prompted to do so.
9.
Click the Finish button. The system returns to the Client Installation dialog.
10. Click Exit to close the Client Installation dialog.
Note: The Client Installation dialog will not close immediately after the installation is
completed because of background processes that continue to run.
Step 7: Upgrading the Reader Program
To successfully operate physical readers during a Dynamic or Baseline inventory, you must
transfer the Barcode Reader program files from your computer to the reader. You must
have already installed Microsoft ActiveSync or Windows Mobile Device Center on your
computer before installing Barcode Reader.
You only need to follow the procedure that downloads the Barcode Reader program to the
physical reader once. You will not need to repeat this procedure unless there is an update
to the program.
Note: Before installing the Barcode Reader program, you must make sure that either
Microsoft ActiveSync or Windows Mobile Device Center (depending on your operating
system) is installed on your computer. You can obtain them for free from the download
page on the Microsoft website at www.microsoft.com.
The following steps describe how to install the Barcode Reader program during the
installation of Sage Fixed Assets - Tracking. You can install the Barcode Reader program at
any time after you have installed the application by doing the following:
• Attach the physical reader to your computer.
• Double-click the SETUP.EXE file located in the Reader folder where you installed Sage
Fixed Assets - Tracking. The default location is C:\Program Files\Sage Fixed
Assets\Reader.
You many need to repeat the steps above if you have purchased more than one reader.
To upgrade the reader program
Complete the following steps if you have already installed a previous version of the reader
program on your physical device.
1.
Before starting the Sage Fixed Assets - Tracking installation, make sure your physical
reader is connected to your computer and has at least 3 Mb of storage memory
available.
At the end of the Sage Fixed Assets - Tracking installation process, the system asks if
you would like to install the Barcode Reader program.
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Step 7: Upgrading the Reader Program
5
2.
Click Yes. The Welcome dialog appears.
3.
Click the Next button. The License Agreement dialog appears.
4.
Read the license agreement, accept the terms of the license agreement, and then click
the Next button. (If you do not accept the terms of the license agreement, click the
Cancel button and the system exits from the installation program.)
The Ready to Install the Program dialog appears.
Note: Because you are upgrading the device from a previous version of the reader
program, you will be required by ActiveSync or Windows Mobile Device Center to
first remove the old program.
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Step 7: Upgrading the Reader Program
5.
Click the Install button. The Add/Remove Programs dialog appears.
6.
Make sure to select the reader program you want to remove. In the current version,
the reader program on the device is called Sage Barcode Reader. In previous versions,
the program was called Sage FAS Reader and Sage FAS CE.
7.
Click the Remove button. The system displays a confirmation message.
8.
Click OK. The system displays a message that confirms your intention to uninstall the
previous version of the program.
9.
Click Yes. The system displays a dialog that indicates the progress of the installation
of the new Barcode Reader program.
When the installation is complete, a message asks you to check your mobile device
screen for additional steps to complete the installation.
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Step 7: Upgrading the Reader Program
5
10. Click OK. On the physical device, a message allows you to select the location for
installing the Barcode Reader program.
11. Click the \Flash File Store option, and then click Install. On the physical device, a
message confirms the successful installation of the Barcode Reader.
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Installing Sage Fixed Assets - Tracking: Upgrading from a Prior Version
Step 8: Starting the Application
On the computer desktop, the InstallShield Wizard Completed dialog appears.
12. Click the Finish button.
Note: After the installation is complete, it is recommended that you restart the physical
reader.
Step 8: Starting the Application
After you have started the Database Engine, follow the steps below to start the network
application from a workstation. The Sage Fixed Assets - Tracking client icon is located in
the Sage Fixed Assets program group by default.
Note: You can start the program by double-clicking the icon on your desktop.
To start the application from a workstation
1.
Select Start/Programs (or All Programs) from the Windows taskbar.
2.
Select the Sage Fixed Assets program group.
3.
Select the Tracking - Network icon.
To update your customer number
After you purchase the application, you will receive a customer number. You can enter
your customer number so that it will be available if you need to call Customer Support with
a question.
1.
5-26
Select Help/Update User License Info from the menu bar. A dialog appears that
allows you to enter your customer number.
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Step 8: Starting the Application
2.
5
Enter your name, company name, and customer number, and then click OK.
To view your customer number
When you call Customer Support with a question, you will need your customer number.
Follow the steps below to view your customer number.
1.
Select Help/About Tracking from the menu bar. A dialog appears that provides
information about your program, including your customer number.
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Installing Sage Fixed Assets - Tracking: Upgrading from a Prior Version
Step 8: Starting the Application
Sage Fixed Assets
Network Installation Guide
Chapter 6
Installing Sage Fixed Assets - Planning
the First Time
In this chapter:
Preparing for a New Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Overview of the Install Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Step 1: Installing the Sage Fixed Assets Server Components . . . . . . . . . . . . . . . . . . . . . . . 6-2
Step 2: Installing the Sage Fixed Assets - Reporting Server . . . . . . . . . . . . . . . . . . . . . . . . 6-9
Step 3: Registering the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11
Step 4: Sharing the SFAServ Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13
Step 5: Mapping a Drive to the SFAServ Folder (Optional) . . . . . . . . . . . . . . . . . . . . . . . 6-16
Step 6: Installing the Client Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17
Step 7: Starting the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-22
Preparing for a New Install
1___ Does each user of the application and each local system account have full control access to
the SFAServ directory?
To run the application, each network user must have full control access to the SFAServ
directory. After the application has been installed, make sure the SFAServ directory has the
correct permissions.
2___ Is the person performing the installation logged on as an Administrator? You cannot
install the program if you do not have Administrative rights.
3___ Are you running a supported operating system on the server? For more information, see
“Server System Requirements,” page 1-2.
Overview of the Install Process
The install process consists of the following steps:
1.
Installing the Sage Fixed Assets server components, page 6-2.
2.
Optional: Installing the Sage Fixed Assets - Reporting server, page 6-9.
3.
Registering the program on the server, page 6-11.
4.
Sharing the SFAServ folder, page 6-13.
5.
Optional: Mapping a drive to the SFAServ folder, page 6-16.
6.
Installing the client components, page 6-17.
7.
Starting the application, page 6-22.
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Installing Sage Fixed Assets - Planning the First Time
Step 1: Installing the Sage Fixed Assets Server Components
Step 1: Installing the Sage Fixed Assets Server Components
In this step, you install the server components on the server machine for the following
applications:
• Sage Fixed Assets - Depreciation
• Sage Fixed Assets - Tracking
• Sage Fixed Assets - Planning
Note: You must be on the server machine to install the server components. You cannot
install the server components from the client machine.
To install the Sage Fixed Assets server components
6-2
1.
Point your browser to the Sage Customer Portal at:
https://customers.sagenorthamerica.com.
2.
Click the Logon link and enter your Customer Logon information.
3.
Click the Product Downloads link. The system opens a web page with downloads for
system requirements, Sage Fixed Assets products, and their installation guides.
4.
Click the Download link for the Network Editions.
5.
Click the Run button when prompted to either Run or Save the file. The system
displays the Sage Download Manager dialog.
6.
Click OK. The system begins to download the file.
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Step 1: Installing the Sage Fixed Assets Server Components
6
The system prompts you to install Sage Advisor Update.
7.
Click the Install button. The system installs Sage Advisor Update. A message
indicates that you must install Microsoft .NET Framework if it is not already installed.
8.
Click the Install button. The system installs Microsoft .NET Framework and then
displays the Welcome dialog. (You may need to restart your machine.)
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Installing Sage Fixed Assets - Planning the First Time
Step 1: Installing the Sage Fixed Assets Server Components
9.
Click the Next button. The License Agreement dialog appears.

Print Button
Click this button to send the license agreement to the default printer.
10. Read the license agreement, and then click the Yes button to accept the terms of the
agreement. (If you do not accept the terms of the license agreement, click the No
button. The system exits from the installation program.)
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Step 1: Installing the Sage Fixed Assets Server Components
6
After you click the Yes button, the Select Options dialog appears.
11. Select either the 30-day free trial option or the purchased option.
If you selected the 30-day free trial option, the following Customer Information dialog
appears.
12. Enter your name and company name, and continue to step 9.
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Step 1: Installing the Sage Fixed Assets Server Components
If you selected the purchased option, the following Customer Information dialog
appears.
13. Enter your name, company name, and customer number. You will need your
customer number if you call Sage Fixed Assets Customer Support with a technical
question.
Note: You can find the customer number on the packing slip. If you cannot find your
customer number, call Customer Service at 800-368-2405.
14. Click the Next button. The Choose Destination Location dialog appears.
15. Select the folder in which to install the server components, and then click the Next
button. The Sybase Server Configuration Information dialog appears.
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Step 1: Installing the Sage Fixed Assets Server Components

6
Database Engine Name
We recommend that you accept the default Database Engine name of
SageFAS_Engine unless you are using a different Sybase database engine name.
Note: This field is unavailable if you have already installed a Sage Fixed Assets
network server application on this machine. You will use the same Database Engine
name that was used in the previous installation.

Protocol
We recommend that you make a note of the communication protocol information.
The selected protocol must match the communication protocol that you specify
when you establish the network Database server.
16. Click the Next button. The system begins installing the software, and the Setup Status
dialog appears.
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Step 1: Installing the Sage Fixed Assets Server Components
When all of the files have been installed, the InstallShield Wizard Complete dialog
appears.
If the installation program determines that you need to restart your computer before
you use the program, it displays two options on the InstallShield Wizard Complete
dialog. You can either allow the system to restart your computer immediately, or you
can restart your computer at a later time.
Tip: We recommend that you allow the system to restart your computer at this time if
you are prompted to do so.
17. Click the Finish button. The system returns to the Sage Fixed Assets installation
dialog.
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Installing Sage Fixed Assets - Planning the First Time
Step 2: Installing the Sage Fixed Assets - Reporting Server
6
18. Click Exit to close the Server Installation dialog.
Note: The Server Installation dialog will not close immediately after the installation is
completed because of background processes that continue to run.
19. The database engine must be started before you can run the network client on a local
workstation.
The installation program automatically creates a database service called Sage Fixed
Assets Service. The installation program starts this service for you.
Optional Step: Editing the Config File
This step is recommended in network environments in which the Sage Fixed Assets Server
and the client workstation(s) are located on different subnets.
To edit the config file
1.
Using a text editor (such as Notepad), open the INSTALL.CFG file. It is located in the
folder where the Sage Fixed Assets Server components were installed (default folder
is SFAServ) on the server machine.
2.
In the PARAMETERS line, change XXX.XXX.XXX.XXX to the IP address of the server
machine.
3.
Save the file.
Step 2: Installing the Sage Fixed Assets - Reporting Server
Sage Fixed Assets - Reporting enables you to create custom reports. It is a powerful
program that allows you to design, create, print, and distribute your custom reports.
In this step, you install the Sage Fixed Assets - Reporting server on the server machine. This
step is optional. You should install the Sage Fixed Assets - Reporting server only if you have
purchased Sage Fixed Assets - Reporting, or you want to explore its features on a 30-day,
free trial basis.
Note: The Sage Fixed Assets - Reporting program uses Crystal Reports XI. Sage Fixed
Assets - Reporting may not be compatible with other versions of Crystal Reports. Before
installing Sage Fixed Assets - Reporting, we recommend that you make sure version
Crystal Reports XI is compatible with your other applications that run Crystal Reports.
To install the Sage Fixed Assets - Reporting server
1.
Point your browser to the Sage Customer Portal at:
https://customers.sagenorthamerica.com.
2.
Click the Logon link and enter your Customer Logon information.
3.
Click the Product Downloads link. The system opens a web page with downloads for
system requirements, Sage Fixed Assets products, and their installation guides.
4.
Click the Download link for the Reporting Server.
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Installing Sage Fixed Assets - Planning the First Time
Step 2: Installing the Sage Fixed Assets - Reporting Server
5.
Click the Run button when prompted to either Run or Save the file. The system
displays the Sage Download Manager dialog.
6.
Click OK. The system begins to download the file.
The system automatically displays the Reporting Server Welcome dialog.
7.
6-10
Click the Next button and follow the on-screen instructions.
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Installing Sage Fixed Assets - Planning the First Time
Step 3: Registering the Application
For instructions on installing the Sage Fixed Assets - Reporting client components, see
Chapter 8, “Installing Sage Fixed Assets - Reporting.”
Step 3: Registering the Application
The process of registering the program is a one-time event. After you enter your
registration codes, you won’t have to enter them again—not even when you receive your
next program update.
After you have installed the database server and the network client, follow the steps below
to register the network application.
Note: You have 30 days to register the Sage Fixed Assets application.
To register the application
Note: Before you perform the steps below, make sure the Database Engine has been
started. The installation program should have started the Database Engine automatically.
However, you must start the Database Engine if it has been stopped for any reason. The
Database Engine must be running when you register the program. For instructions on
starting the Database Engine, see “Managing a Sage Fixed Assets Database Service,” page
10-1.
1.
On the server machine, click the Start button on the Windows taskbar, and then select
Programs (or All Programs) from the Start menu.
2.
Select the Sage Fixed Assets program group.
3.
Select the Tools program group.
4.
Select the Database Utility - Network Planning icon. The Database Utility dialog
appears.
5.
Click the Registration button. The Product Registration dialog appears.
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Installing Sage Fixed Assets - Planning the First Time
Step 3: Registering the Application
6.
Click the Register button. A dialog appears that allows you to enter your serial
number and activation code.

Serial Number
Enter your serial number. You must enter the hyphen. The system displays
XXXX-XXXXX in this field to demonstrate the required format. Replace the X’s
with your serial number.

Activation Code
Enter your activation code.
Please contact Customer Service at 800-368-2405 if you cannot find your serial number
and activation code.
7.
6-12
Click OK. The system returns to the previous registration dialog.
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Step 4: Sharing the SFAServ Folder
8.
6
Click OK to close the registration dialog.
Step 4: Sharing the SFAServ Folder
The next step is to share the \SFAServ folder with full control for the following users or
groups:
• Users of the Sage Fixed Assets application
• Domain Administrators
• Local operating SYSTEM group
The procedure for sharing the SFAServ folder is slightly different depending on the
platform you are using.
Below we show the steps for sharing a folder on Windows Server 2008.
To share the SFAServ folder
1.
In Windows Explorer, right-click on the SFAServ folder.
2.
From the popup menu, select Share With. The File Sharing dialog appears.
3.
In the Choose People to Share With field, click the down arrow and select
Administrator from the drop-down list.
4.
Click the Add button. The Administrator appears in the list box.
5.
In the Permission Level column, click the down arrow and change the permission
level for the Administrator to “Co-owner.”
6.
Repeat step 3 and select the SYSTEM group.
7.
Repeat steps 4 and 5.
8.
Click the Share button.
Below we show the steps for sharing a folder on Windows Server 2003.
To share the SFAServ folder
1.
In Windows Explorer, right-click on the SFAServ folder.
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Installing Sage Fixed Assets - Planning the First Time
Step 4: Sharing the SFAServ Folder
2.
From the popup menu, select Sharing and Security. The SFAServ Properties dialog
appears.
3.
Click the Share This Folder option button.
4.
Select the Security tab.
5.
On the Security page, select the Advanced button. The Advanced Security Settings for
SFAServ dialog appears.
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Step 4: Sharing the SFAServ Folder
6
6.
Clear the “Allow Inheritable Permissions from the Parent to Propagate to this
Object . . .” check box. A security message appears.
7.
Click the Copy button to return to the Advanced Security Settings for SFAServ dialog.
8.
Select the “Replace Permission Entries on All Child Objects . . .” check box.
9.
Click OK. A second Security message appears.
10. Click Yes to return to the SFAServ Properties dialog.
11. Click the Add button. The Select Users or Groups dialog appears.
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Installing Sage Fixed Assets - Planning the First Time
Step 5: Mapping a Drive to the SFAServ Folder (Optional)
12. Enter the user name or group you want to add.
13. Click Check Names.
14. Click OK.
15. Change the permissions for the user or group that was just added to have Full Control
on the share.
16. Repeat steps 11 to 15 for additional users and/or groups.
17. Repeat steps 11 to 15, but add the account named SYSTEM.
18. Click OK.
19. Click OK to close the SFAServ Properties dialog.
Step 5: Mapping a Drive to the SFAServ Folder (Optional)
Now that you have shared the SFAServ folder, you can map a network drive to that
directory on each workstation.
Note: Instead of mapping a drive to the SFAServ folder, you can install the client
components by entering the UNC path (\\Servername\Foldername) in the Run dialog on
the client machine.
To map a drive to the SFAServ folder
1.
6-16
In Windows Explorer, select Tools/Map Network Drive. The Map Network Drive
dialog appears.
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Step 6: Installing the Client Components
2.
Click the Browse button to locate the SFAServ folder on the server.
Note: Do NOT map a drive to a folder underneath the SFAServ folder, such as the
Network Setup folder.
3.
Click the Finish button to close the Map Network Drive dialog.
Step 6: Installing the Client Components
Follow the steps below on each workstation on which you will run the network application.
You can also install the client application on the server for testing purposes.
To install a client on a workstation
1.
Do one of the following:
• Go to My Computer, and browse to the network drive that you mapped in the
previous step. Locate the folder in which you installed the server components
(SFAServ is the default), and double-click the SETUP.EXE file in the Network
Setup subfolder.
• Select Start/Run from the Windows taskbar. The Run dialog appears. In the Run
dialog, enter the UNC path (\\Servername\Foldername) to the folder containing
the server components.
• In the Run dialog, enter the mapped drive path to the folder (for example,
Z:\SFAServ\Network Setup\SETUP.EXE.
(Substitute your network drive letter for “Z” if it is different.)
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Step 6: Installing the Client Components
Note: If you mapped the Z: drive to \SFAServ, then the path would be:
Z:\Network Setup\SETUP.EXE.
Note: The SETUP.EXE file is located on the machine on which you installed the server
components.
2.
Click OK. The Client Installation dialog appears.
Note: The Install Sage Fixed Assets - Reporting option appears only if you have
installed the Sage Fixed Assets - Reporting server components.
3.
6-18
Select the Install Sage Fixed Assets - Planning/Network option. A message indicates
that you must install Microsoft .NET Framework if it is not already installed before
you can install the application.
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Installing Sage Fixed Assets - Planning the First Time
Step 6: Installing the Client Components
4.
Click the Install button. The system installs Microsoft .NET Framework and then
displays the Welcome dialog. (You may need to restart your machine.)
5.
Click the Next button. The License Agreement dialog appears.

6.
6
Print Button
Click this button to send the license agreement to the default printer.
Read the license agreement, and then click the Yes button to accept the terms of the
agreement. (If you do not accept the terms of the license agreement, click the No
button. The system exits from the installation program.)
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Installing Sage Fixed Assets - Planning the First Time
Step 6: Installing the Client Components
After you click the Yes button, the Customer Information dialog appears.
7.
Enter your name, company name, and customer number. You will need your
customer number if you call Sage Fixed Assets Customer Support with a technical
question.
Note: You can find the customer number on the packing slip. If you cannot find your
customer number, call Customer Service at 800-368-2405.
6-20
8.
Click the Next button. The Choose Destination Location dialog appears.
9.
Click the Next button. The system begins installing the software, and the Setup Status
dialog appears.
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Step 6: Installing the Client Components
6
When all of the files have been installed, the InstallShield Wizard Complete dialog
appears.
If the installation program determines that you need to restart your computer before
you use the program, it displays two options on the InstallShield Wizard Complete
dialog box. You can either allow the system to restart your computer immediately, or
you can restart your computer at a later time.
Tip: We recommend that you allow the system to restart your computer at this time if
you are prompted to do so.
10. Click the Finish button. The system returns to the Client Installation dialog.
11. Click Exit to close the Client Installation dialog.
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Installing Sage Fixed Assets - Planning the First Time
Step 7: Starting the Application
Step 7: Starting the Application
Follow the steps below to start the network application from a workstation.
Note: You can start the program by double-clicking the icon on your desktop.
To start the application from a workstation
1.
Select Start/Programs from the Windows taskbar.
2.
Select the Sage Fixed Assets program group.
3.
Select the Planning - Network icon.
Starting the Application the First Time
Every time you start the Sage Fixed Assets - Planning program on a client workstation, the
system reads information in the Configuration database. (The Configuration database is a
file named CIPSYS.DB that contains information about your system, including the location
of all of your databases.)
The first time you start the program on the client machine, a message appears indicating
that an asset database needs to be added.
Once you provide the information about the default database, you will not have to provide
it again.
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Step 7: Starting the Application
6
To locate the default database
1.
Click the DB Mgr (for Database Manager) button. The Database List Manager dialog
appears.
2.
Click the Find button. The Find Databases dialog appears.
3.
Click the Browse button. The Browse for Folder dialog appears.
4.
Use the directory tree to locate the folder containing the default database.
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Installing Sage Fixed Assets - Planning the First Time
Step 7: Starting the Application
The installation program installed a default database in the F:\SFAServ\DATA
directory, if you accepted the default directory when you installed the database server
files.
6-24
5.
Click OK to return to the Find Databases dialog.
6.
Click the Search button. The system lists all of the databases that it finds in the list
box.
7.
Select (highlight) the database that you want to use as the default database, and then
click the Add button. The system removes the selected database from the list.
8.
Click the Cancel button. The system returns to the Database List Manager dialog. The
selected database appears in the Database Name field.
9.
Click the Close button. The system returns to the Select Database dialog.
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Step 7: Starting the Application
6
10. Select (highlight) the <DEFAULT> database, and then click OK. The system starts
Sage Fixed Assets - Planning using the selected database.
To update your customer number
After you purchase the application, you will receive a customer number. You can enter your
customer number so that it will be available if you need to call Customer Support with a
question.
Note: You may have already entered your customer number when you installed the client
components.
1.
Select Help/Update User License Info from the menu bar. A dialog appears that
allows you to enter your customer number.
2.
Enter your name, company name, and customer number, and then click OK.
To view your customer number
When you call Customer Support with a question, you will need your customer number.
Follow the steps below to view your customer number.
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Installing Sage Fixed Assets - Planning the First Time
Step 7: Starting the Application
1.
6-26
Select Help/About Planning from the menu bar. A dialog appears that provides
information about your program, including your customer number.
Sage Fixed Assets
Network Installation Guide
Chapter 7
Installing Sage Fixed Assets - Planning:
Upgrading from a Prior Version
In this chapter:
Previous Versions Compatible with the Latest Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Preparing for an Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Overview of the Upgrade Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Step 1: Backing Up Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Step 2: Upgrading the Fixed Assets Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Step 3: Installing the Sage Fixed Assets - Reporting Server Components . . . . . . . . . . . . 7-8
Step 4: Converting Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9
Step 5: Upgrading the Client Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-14
Step 6: Starting the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18
This chapter provides instructions for upgrading from a previous version of Sage Fixed
Assets - Planning.
Previous Versions Compatible with the Latest Version
The table below shows the version you must be currently using of Sage Fixed Assets Planning to follow the steps in this chapter. If you are not running the version shown in the
table, you will need to install prior releases in sequential order through the compatible
version before you upgrade.
Product
Compatible Versions
Sage Fixed Assets
2012.1 and later
Sage Fixed Assets Canadian Edition
2012.1 and later
Sage Fixed Assets Government or
Nonprofit Edition
2013.0
Note: Sage Fixed Assets - Reporting uses Crystal Reports XI, which was shipped with
Sage Fixed Assets versions 2008.2 and later. If you installed Sage Fixed Assets - Reporting
with Sage Fixed Assets version 2008.2 or later, you do not need to install it again.
A previous version of Sage Fixed Assets - Reporting (called FAS Report Writer) used
Crystal Reports 8.5. If this version of Crystal Reports is still on your machine, we strongly
recommend that you uninstall it to avoid conflicts with the latest version of Crystal
Reports. The latest version of Sage Fixed Assets - Reporting requires 1.5 GB of hard disk
space. To uninstall FAS Report Writer, go to Control Panel, click the Add or Remove
Programs icon, select FAS Report Writer from the list, and click the Remove button.
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Preparing for an Upgrade
Preparing for an Upgrade
1___ Is the person performing the installation logged on as an Administrator? You cannot
install the program unless you have Administrative rights.
Overview of the Upgrade Process
The upgrade process consists of the following steps:
1.
Backing up your current data, page 7-2.
2.
Upgrading the Fixed Assets server components, page 7-2.
3.
Optional: Installing the Sage Fixed Assets - Reporting server components, page 7-8.
Note: Sage Fixed Assets - Reporting uses Crystal Reports XI, which was shipped with
Sage Fixed Assets versions 2008.2 and later. If you installed Sage Fixed Assets Reporting with version 2008.2 or later, you do not need to reinstall it.
4.
Converting your current data, page 7-9.
5.
Installing the client components, page 7-14.
6.
Starting the application, page 7-18.
Step 1: Backing Up Your Data
To back up your data
1.
Select Projects/Utilities/Backup from the menu bar. The system displays the Backup
Projects dialog box.
2.
Select the projects that you want to back up, designate the destination directory, enter
a file name for the backup file, and then click the Backup button. The system takes a
few moments to analyze the data.
3.
After the backup is complete, click the Cancel button to close the Backup Projects
dialog box, or select another project to back up.
Step 2: Upgrading the Fixed Assets Server Components
Note: You need to install the server components only once. If you have already installed
the server components for Sage Fixed Assets - Depreciation, you do not need to repeat
these steps for Sage Fixed Assets - Planning.
In this step, you install the server components on the server machine for the following
applications:
• Sage Fixed Assets - Depreciation
• Sage Fixed Assets - Tracking
• Sage Fixed Assets - Planning
7-2
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 2: Upgrading the Fixed Assets Server Components
7
Note: You must be on the server machine where the previous server components were
installed to upgrade the server components. You cannot install the server components
from the client machine.
To upgrade the Fixed Assets server components
1.
Point your browser to the Sage Customer Portal at:
https://customers.sagenorthamerica.com.
2.
Click the Logon link and enter your Customer Logon information.
3.
Click the Product Downloads link. The system opens a web page with downloads for
system requirements, Sage Fixed Assets products, and their installation guides.
4.
Click the Download link for the Network Editions.
5.
Click the Run button when prompted to either Run or Save the file. The system
displays the Sage Download Manager dialog.
6.
Click OK. The system begins to download the file.
The system prompts you to download the Sage Advisor Update if it is not already
installed.
7.
Click the Install button. The system installs Sage Advisor Update. A message
indicates that you must install Microsoft .NET Framework before you can install the
network server components.
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 2: Upgrading the Fixed Assets Server Components
8.
Click the Install button. The system installs Microsoft .NET Framework and then
displays the Welcome dialog. (You may need to restart your machine.)
9.
Click the Next button. The Software License Agreement screen appears.
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 2: Upgrading the Fixed Assets Server Components

7
Print Button
Click this button to send the license agreement to the default printer.
10. Read the license agreement, and then click the Yes button to accept the terms of the
agreement. (If you do not accept the terms of the license agreement, click the No
button. The system exits from the installation program.)
After you click the Yes button, the Customer Information screen appears.
11. Enter your name, company name, and customer number. You will need your
customer number if you call Sage Fixed Assets Customer Support with a technical
question.
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 2: Upgrading the Fixed Assets Server Components
Note: You can find the customer number on the packing slip in the upgrade package
or by clicking About Planning from the Help menu. If you cannot find your customer
number, call Customer Service at 800-368-2405.
12. Click the Next button. A message appears indicating that a previous version of the
program has been found on your computer.
Note: If this message does not appear, make sure you are installing the server
components on the machine where the previous Sage Fixed Assets server components
were installed.
13. Click Yes to remove the previous version of the application. The system begins
installing the software, and the Setup Status screen appears.
When all of the files have been installed, the InstallShield Wizard Complete screen
appears.
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 2: Upgrading the Fixed Assets Server Components
7
If the installation program determines that you need to restart your computer before
you use the program, it displays two options on the InstallShield Wizard Complete
dialog box. You can either allow the system to restart your computer immediately, or
you can restart your computer at a later time.
Tip: We recommend that you allow the system to restart your computer at this time if
you are prompted to do so.
14. Click the Finish button. The system returns to the Sage Fixed Assets installation
screen.
15. Click Exit to close the Server Installation screen.
Note: The Server Installation dialog will not close immediately after the installation is
completed because of background processes that continue to run.
16. The database engine must be started before you can run the network client on a local
workstation.
The installation program automatically creates a database service called Sage Fixed
Assets Service. The installation program starts this service for you.
Optional Step: Editing the Config File
This step is recommended in network environments in which the Sage Fixed Assets Server
and the client workstation(s) are located on different subnets.
To edit the config file‘
1.
Using a text editor (such as Notepad), open the INSTALL.CFG file. It is located in the
folder where the Sage Fixed Assets Server components were installed (default folder
is FASServ) on the server machine.
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 3: Installing the Sage Fixed Assets - Reporting Server Components
2.
In the PARAMETERS line, change XXX.XXX.XXX.XXX to the IP address of the server
machine.
3.
Save the file.
Step 3: Installing the Sage Fixed Assets - Reporting Server
Components
Sage Fixed Assets - Reporting enables you to create custom reports. It is a powerful
program that allows you to design, create, print, and distribute your custom reports.
Note: Sage Fixed Assets - Reporting uses Crystal Reports XI, which was shipped with
Sage Fixed Assets versions 2008.2 and later. If you installed Sage Fixed Assets - Reporting
with version 2008.2 or later, you do not need to reinstall it.
In this step, you install the Sage Fixed Assets - Reporting server components on the server
machine. This step is optional. You should install the Sage Fixed Assets - Reporting server
components only if you have purchased Sage Fixed Assets - Reporting, or you want to
explore its features on a 30-day, free trial basis.
Note: The Sage Fixed Assets - Reporting program uses Crystal Reports XI. Sage Fixed
Assets - Reporting may not be compatible with other versions of Crystal Reports. Before
installing Sage Fixed Assets - Reporting, we recommend that you make sure version
Crystal Reports XI is compatible with your other applications that run Crystal Reports.
To install the Sage Fixed Assets - Reporting server components
7-8
1.
Point your browser to the Sage Customer Portal at:
https://customers.sagenorthamerica.com.
2.
Click the Logon link and enter your Customer Logon information.
3.
Click the Product Downloads link. The system opens a web page with downloads for
system requirements, Sage Fixed Assets products, and their installation guides.
4.
Click the Download link for the Reporting Server.
5.
Click the Run button when prompted to either Run or Save the file. The system
displays the Sage Download Manager dialog.
6.
Click OK. The system begins to download the file.
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Step 4: Converting Your Data
7
The system automatically displays the Reporting Server Welcome dialog.
7.
Click the Next button and follow the on-screen instructions.
For instructions on installing the Sage Fixed Assets - Reporting client components, see
Chapter 8, “Installing Sage Fixed Assets - Reporting.”
Step 4: Converting Your Data
As new features and enhancements are added to the program, the system requires
additional information to support the new features. This requires that changes be made to
your asset database so that the system can store the new information. To update your
database(s) to hold the new information, you must perform a database conversion.
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 4: Converting Your Data
Note: You must be currently using a version of Sage Fixed Assets - Planning that is
compatible with the latest version to follow the steps in this section. For information about
which versions are compatible with the latest version of the application, see “Previous
Versions Compatible with the Latest Version,” page 7-1.
Note: A database conversion requires three to four GB of disk space. Make sure you have
sufficient disk space before you convert your databases.
To convert your data
1.
Click the Start button on the Windows taskbar, and then select Programs from the
Start menu.
2.
Select the Sage Fixed Assets program group.
3.
Select the Tools program group.
4.
Select the Database Utility - Network Planning icon. The Database Utility dialog
appears.
5.
Click the Convert button.
If the system cannot connect to the system database, the Verify Database Connection
screen appears.
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Step 4: Converting Your Data
7
Note: If the Verify Database Connection dialog appears, please call Customer Support.
There may be several possible reasons that the system cannot connect to the database.
The Conversion Utility Welcome screen appears.
6.
Click the Next button. The Conversion Utility Performance screen appears.
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 4: Converting Your Data
7.
Review the Conversion Utility Performance screen to estimate how long the database
conversion will take.
8.
Click the Next button. The Conversion Utility Select Databases screen appears.
This screen displays the status of each database.
7-12

Conversion Complete
This status indicates that the database has already been converted to the latest
version.

Ready to Convert
This status indicates that the database is ready to be converted to the latest version.

Incompatible Version
This status indicates that the database cannot be converted because the database
version is incompatible with the latest version of the application. For information
about which versions are compatible with the latest version of the application, see
“Previous Versions Compatible with the Latest Version,” page 7-1. For assistance
in converting your databases, please contact Sage Fixed Assets Customer Support.
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 4: Converting Your Data

9.
7
Cannot Open
This status indicates that the database cannot be converted for an unknown reason.
The database may have been moved and the system cannot locate it, the database
may be corrupted, or the local System account or group does not have Full Control
access rights to the shared folder where the server components are installed. For
assistance in resolving the problem, please contact Sage Fixed Assets Customer
Support.
Select the database(s) that you want to convert, and then click the Next button. The
Conversion Utility Summary screen appears.
10. Review the Conversion Utility Summary screen, and then click the Convert button.
The system checks your computer’s disk space to make sure there is sufficient space to
convert your data. The conversion requires three to four GB of disk space. If there is
sufficient space for the conversion, it begins to convert the database(s) and displays the
Conversion Status message box.
When the conversion is complete, the system displays a “Conversion Complete”
message in the Additional Information text box.
11. Click the Close button. The system displays the Database Conversion Summary
report, which indicates whether the conversion was successful for each database.
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 5: Upgrading the Client Components
Step 5: Upgrading the Client Components
Follow the steps below on each workstation on which you will run the network
application. You can also upgrade the client application on the server for testing purposes.
Before you upgrade the network client, you must share the directory in which you installed
the database server and map a network drive to that directory on each workstation.
To upgrade a client on a workstation
1.
Do one of the following:
• Go to My Computer, and browse to the network drive that you mapped in the
previous step. Locate the folder in which you installed the server components
(FASServ, BESTSERV, and SFAServ are the defaults), and double-click the
SETUP.EXE file in the Network Setup subfolder.
• Select Start/Run from the Windows taskbar. The Run dialog appears. In the Run
dialog, enter the UNC path (\\Servername\Foldername) to the folder containing
the server components.
• In the Run dialog, enter the mapped drive path to the folder (for example,
Z:\FASServ\Network Setup\SETUP.EXE.
(Substitute your network drive letter for “Z” if it is different.)
Note: If you mapped the Z: drive to \FASServ, \BESTSERV, or SFAServ, then the path
would be:
Z:\Network Setup\SETUP.EXE
2.
7-14
Click OK. The Client Installation screen appears.
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 5: Upgrading the Client Components
7
Note: The Install Sage Fixed Assets - Reporting option appears only if you have
installed the Sage Fixed Assets - Reporting server components.
3.
Select the Install Sage Fixed Assets - Planning / Network option. The Welcome screen
appears.
4.
Click the Next button. The Software License Agreement screen appears.
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 5: Upgrading the Client Components

5.
Print Button
Click this button to send the license agreement to the default printer.
Read the license agreement, and then click the Yes button to accept the terms of the
agreement. (If you do not accept the terms of the license agreement, click the No
button. The system exits from the installation program.)
After you click the Yes button, the Customer Information screen appears.
6.
7-16
Enter your name, company name, and customer number. You will need your
customer number if you call Sage Fixed Assets Customer Support with a technical
question.
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7
Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 5: Upgrading the Client Components
Note: You can find the customer number on the packing slip in the upgrade package
or by clicking About Planning from the Help menu. If you cannot find your customer
number, call Customer Service at 800-368-2405.
7.
Click the Next button. A message appears indicating that a previous version of the
program has been found on your computer.
8.
Click Yes to continue. The system begins installing the software, and the Setup Status
screen appears.
When all of the files have been installed, the InstallShield Wizard Complete screen
appears.
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 6: Starting the Application
If the installation program determines that you need to restart your computer before
you use the program, it displays two options on the InstallShield Wizard Complete
dialog box. You can either allow the system to restart your computer immediately, or
you can restart your computer at a later time.
Tip: We recommend that you allow the system to restart your computer at this time if
you are prompted to do so.
9.
Click the Finish button. The system returns to the Client Installation dialog.
10. Click Exit to close the Client Installation dialog.
Note: The Client Installation dialog will not close immediately after the installation is
completed because of background processes that continue to run.
Step 6: Starting the Application
After you have started the Database Engine, follow the steps below to start the network
application from a workstation. The Sage Fixed Assets client icon is located in the Sage
Fixed Assets program group by default.
Note: You can start the program by double-clicking the icon on your desktop.
To start the application from a workstation
7-18
1.
Select Start/Programs from the Windows taskbar.
2.
Select the Sage Fixed Assets program group.
3.
Select the Planning - Network icon.
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Step 6: Starting the Application
7
To update your customer number
After you purchase the application, you will receive a customer number. You can enter your
customer number so that it will be available if you need to call Customer Support with a
question.
1.
Select Help/Update User License Info from the menu bar. A screen appears that
allows you to enter your customer number.
2.
Enter your name, company name, and customer number, and then click OK.
To view your customer number
When you call Customer Support with a question, you will need your customer number.
Follow the steps below to view your customer number.
1.
Select Help/About Planning from the menu bar. A screen appears that provides
information about your program, including your customer number.
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Installing Sage Fixed Assets - Planning: Upgrading from a Prior Version
Step 6: Starting the Application
Sage Fixed Assets
Network Installation Guide
Chapter 8
Installing Sage Fixed Assets - Reporting
In this chapter:
Installing the Latest Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
Note: Sage Fixed Assets - Reporting uses Crystal Reports XI, which was shipped with
Sage Fixed Assets versions 2008.2 and later. If you installed Sage Fixed Assets - Reporting
when you installed Sage Fixed Assets version 2008.2 or later, you do not need to reinstall
it.
A previous version of Sage Fixed Assets - Reporting, (called FAS Report Writer) used
Crystal Reports 8.5. If this version of Crystal Reports is still on your machine, we strongly
recommend that you uninstall it to avoid conflicts with the latest version of Crystal
Reports. The latest version of Sage Fixed Assets - Reporting requires 1.5 GB of hard disk
space. To uninstall FAS Report Writer, go to Control Panel, click the Add or Remove
Programs icon, select FAS Report Writer from the list, and click the Remove button.
Sage Fixed Assets - Reporting enables you to create custom reports. It is a powerful
program that allows you to design, create, print, and distribute your custom reports.
Note: The Sage Fixed Assets - Reporting program uses Crystal Reports XI. Sage Fixed
Assets - Reporting may not be compatible with other versions of Crystal Reports. Before
installing Sage Fixed Assets - Reporting, we recommend that you make sure version
Crystal Reports XI is compatible with your other applications that run Crystal Reports.
Installing the Latest Version
Before you begin to install the application, you should do the following:
• Close all other Windows programs.
• Close all tool bars on your computer’s desktop (such as the Microsoft Office tool bar).
• Close all programs that run in the background after you start your computer (such as
virus-checking programs).
• Make sure you have Administrative rights to the local computer.
When installing the application, we recommend you accept the default options and
directory locations the installation program provides. However, you can customize the
installation to suit your needs by choosing the components you want to install.
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8-1
8
Installing Sage Fixed Assets - Reporting
Installing the Latest Version
To install Sage Fixed Assets Reporting
1.
Select Start/Run from the Windows taskbar. The Run dialog appears.

Browse
Click this button to select the SETUP.EXE file.
The default directory path is Z:\SFAServ\Network Setup\SETUP.EXE.
(Substitute your network drive letter for “Z” if it is different.)
Note: If you mapped the Z: drive to \SFAServ, then the path would be:
Z:\Network Setup\SETUP.EXE
2.
Click OK. The Client Installation dialog appears.
3.
From the installation dialog, click the Install Sage Fixed Assets - Reporting option.
Note: The Install Sage Fixed Assets - Reporting option appears only if you have
installed the Sage Fixed Assets - Reporting server components. For more information,
see “Step 5: Installing the Sage Fixed Assets - Reporting Server,” page 2-17.
8-2
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Installing Sage Fixed Assets - Reporting
Installing the Latest Version
8
The Sage Fixed Assets - Reporting Welcome dialog appears.
4.
Click the Next button. The system displays the Crystal Reports Welcome dialog.
5.
Click the Next button. The system displays the License Agreement.
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Installing Sage Fixed Assets - Reporting
Installing the Latest Version
6.
Click the I Accept the License Agreement option button, and then click the Next
button. The system displays the Select Install Type dialog.
We recommend that you select the Typical installation option.
7.
8-4
Click the Next button. The system displays the Start Installation dialog.
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Installing Sage Fixed Assets - Reporting
Installing the Latest Version
8.
8
Click the Next button. The system begins installing the software.
When the installation is complete, a message indicates the installation has been
completed successfully.
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Installing Sage Fixed Assets - Reporting
Installing the Latest Version
9.
Clear the Check for Product Updates button.
10. Click the Finish button. The system displays the InstallShield Wizard Complete
dialog.
11. Click the Finish button. The system returns to the Client Installation dialog.
12. Click the Exit button to close the dialog.
You are now ready to begin using Sage Fixed Assets - Depreciation and creating
custom reports with Sage Fixed Assets - Reporting. For information on using Sage
Fixed Assets - Reporting, see the online Sage Fixed Assets - Reporting User’s Guide.
8-6
Sage Fixed Assets
Network Installation Guide
Chapter 9
Installing in a Microsoft Windows Terminal
Server/Citrix Environment
In this chapter:
Three-tiered Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
To manage fixed assets at a central location, and provide remote users with access to fixed
asset data, you can install the application on a Windows Terminal Server (WTS) or in a
Citrix environment.
The Sage Fixed Assets application works best in a Windows Terminal Server or Citrix
environment when you install it in a “three-tiered” configuration; that is, where the
Database Server and the Client are on separate servers.
Three-tiered Environment
Install Client
Components
here.
Install Sage
Fixed Assets
Server
Components
here.
To install in a three-tiered environment
Perform these steps on the Database Server:
1.
Perform the network server installation on the server that will run the database
engine.
2.
Share the SFAServ directory so that you can perform the client installation on the WTS
server.
Perform these steps on the WTS/Citrix Server:
1.
Map a drive to the shared directory SFAServ on the Database Server.
2.
Do one of the following:
Sage Fixed Assets
Network Installation Guide
9-1
9
Installing in a Microsoft Windows Terminal Server/Citrix Environment
Three-tiered Environment
• Windows Server 2003: In the Control Panel, double-click Add/Remove
Programs, and continue with step 4.
• Windows Server 2008: Click the Install Application on Remote Desktop Server,
and continue with step 6.
3.
Select Add New Programs.
4.
Click the CD or Floppy button. The Install Program from Floppy Disk or CD-ROM
dialog appears.
5.
Click the Next button. The Run Installation Program dialog appears.
6.
Click the Browse button, and select the SETUP.EXE file in the SFAServ\Network
Setup folder on the server.
7.
On the Run Installation Program dialog, click the Next button. The Sage Fixed Assets
client installation dialog appears.
8.
Select the application that you want to install, and then follow the instructions on the
installation dialogs.
9.
After you install the client components, the After Installation dialog appears.
10. After the installation is complete, click the Next button. The Finish Administration
Install dialog appears.
11. Click the Finish button. IMPORTANT: Do NOT click the Finish button before the
installation has completed!
9-2
Sage Fixed Assets
Network Installation Guide
Installing in a Microsoft Windows Terminal Server/Citrix Environment
Three-tiered Environment
9
You are now ready to set up the client workstations to do one of the following:
• Run the FAS.EXE file, which is located by default in the following directory on the
WTS server:
\Program Files\Sage Fixed Assets\Depreciation
• Run the FASINV.EXE file, which is located by default in the following directory on the
WTS server:
\Program Files\Sage Fixed Assets\Tracking
For information on setting up your client workstations to run the application, please refer
to your Microsoft Terminal Server or Citrix documentation.
Sage Fixed Assets
Network Installation Guide
9-3
9
9-4
Installing in a Microsoft Windows Terminal Server/Citrix Environment
Three-tiered Environment
Sage Fixed Assets
Network Installation Guide
Chapter 10
Managing a Sage Fixed Assets Database Service
When you install the Database Server, the system creates a database service with default
parameters. You can edit the default parameters if needed.
To edit the database service
1.
Click the Start button on the Windows taskbar, and then select Programs (or All
Programs) from the Start menu.
2.
Select the Sage Fixed Assets program group.
3.
Select the Tools program group.
4.
Do one of the following:
• Select the Database Utility - Network Depreciation & Tracking icon.
• Select the Database Utility - Network Planning icon.
The Database Utility dialog appears.
5.
Click the Service Manager button. The system displays the Sage Fixed Assets Service
Manager dialog.
Sage Fixed Assets
Network Installation Guide
10-1
10
Managing a Sage Fixed Assets Database Service
To edit the database service on Windows Vista, Windows 7, and
Windows 2008
1.
In Windows Explorer, navigate to the folder containing the Sage Fixed Asset Service
Manager. The default folder is:
C:\Program Files\SageFAS\Common Files\FASSVCMGR.EXE
2.
Right-click on the FASSVCMGR.EXE file.
3.
From the pop-up menu, select Run as Administrator. The system displays the Sage
Fixed Assets Service Manager dialog.
A service name of Sage Fixed Assets Service is required. You cannot change the name
of the service.
4.
10-2
Edit the default parameters in the Parameters field, if desired. If you want to specify a
particular protocol, enter the following:
Sage Fixed Assets
Network Installation Guide
Managing a Sage Fixed Assets Database Service
10
-gp 4096 -ti 0 -tl 0 -gd all -x protocol -n SageFAS_Engine
where “protocol” is the communication protocol you selected when you installed the
Database Server components.
Protocol
Command
tcpip*
tcpip{myip=xxx.xxx.xxx.xxx;dobroadcast=no}
* When you are entering the TCPIP parameters, replace XXX.XXX.XXX.XXX with the server’s
IP address.
Note: The fifth parameter, -tl, contains the letter “L,” not the number one.
Sage Fixed Assets
Network Installation Guide
10-3
10
10-4
Managing a Sage Fixed Assets Database Service
Sage Fixed Assets
Network Installation Guide
Appendix A
How to Contact Us
Here are some of the quickest ways to contact us if you have a question about operating the
application, or if you need assistance in purchasing a Sage Fixed Assets product.
Customer Support
Phone: 800-331-8514 (8:30 a.m. - 5:30 p.m. ET)
FAX: 866-856-6844 (24 hours)
email: FixedAssetsSupport@sage.com
website: www.SageFixedAssets.com/support
Customer number required
Sales
800-368-2405 (8:30 a.m. - 5:30 p.m. ET)
To enroll in or renew Sage Business Care
Website
www.SageFixedAssets.com
Sage Fixed Assets operates a website for our customers at www.SageFixedAssets.com. You
can quickly access various pages on this website within the application by selecting Help/
Contact Us from the menu bar.
To contact Sage Fixed Assets
1.
Select Help/Contact Us from the menu bar. The Contact Us dialog appears.
2.
Click on a link to receive customer support, find information about training
opportunities, view online demos of our products, purchase barcode labels or barcode
hardware, or to send us a product suggestion.
Sage Fixed Assets
Network Installation Guide
A-1
A
A-2
How to Contact Us
Sage Fixed Assets
Network Installation Guide
Appendix B
Troubleshooting
In this appendix:
Moving and Reconfiguring Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1
Moving and Reconfiguring Databases
Due to changes in the Windows Vista and Windows 7 operating systems, you may have to
change the location of your Sage FAS asset databases.
If you have a database located in a virtualized location, you will need to move it to a new
location and update the location information in Database List Manager. The virtualization
feature occurs in the C:\Windows and C:\Program Files folders.
To determine if you need to move your databases
1.
Open your existing Sage Fixed Assets application and select File\Database List
Manager from the menu bar.
2.
Select each database and review the Database Path information to determine the
location of the physical database file.
3.
If the database file is located in C:\Program Files\Best Software or any other
non-virtualized location outside of My Documents, then close the application. You are
ready to install the latest version and operate the program under Windows Vista or
Windows 7.
4.
If the database is located in a virtualized location (i.e., C:\Windows or C:\Program
Files), or a folder within My Documents, you will need to move the database. Close
the application and continue with step 5 below.
Sage Fixed Assets
Network Installation Guide
B-1
B
Troubleshooting
Moving and Reconfiguring Databases
If databases are in an unsupported Windows Vista or Windows 7 location
For any database located in a virtualized location, use Windows Explorer to move the
physical files to a non-virtualized location. We recommend using the Data folder or any
other subfolder created under the SageFAS installation directory. For any databases
previously located in the My Documents folder, you will need to confirm the current
location of the physical database file under C:\Users.
5.
Open your Sage Fixed Assets application and access Database List Manager.
6.
Select the database that has been moved to a new location and click the Configure
button.
7.
Click the Browse button to locate the newly located database and update the Physical
Database Name location.
8.
Click the Next button to move to the second panel of the Configure wizard.
9.
Click the Finish button to return to the Database List Manager dialog. Notice that the
Database Path information has been updated.
For more information, please contact us at 800-761-3037
www.acutedata.com | info@acutedata.com
B-2
Sage Fixed Assets
Network Installation Guide
Troubleshooting
Moving and Reconfiguring Databases
B
10. Repeat this process for each database that has been moved to a new location.
Why do I receive a No Name Resolvers Error?
When running Sage Fixed Assets - Depreciation / Network on a Windows 2000/2003
Server/XP workstation, users who do not have local Administrator privileges to their own
machines may receive an error message similar to the one shown below.
This message occurs because the application attempts to open the registry with read/write
access. Users who do not have Administrator privileges to their own machines do not have
this access by default. The problem can be resolved in one of two ways:
• Make each user who will be using the application a member of the Administrators
group on the machine where the application is installed. Consult your Windows
documentation for more information on groups and user rights.
• Change the permissions on the Best Software key in the Windows Registry.
To change the permissions on Windows 2000
Note: You should perform the steps below only if you are familiar with the Windows
Registry. Please contact your local IT administrator or Help desk for assistance if needed.
You should be logged on as an Administrator before you complete the steps below.
1.
Select Start/Run from the Windows taskbar. The system displays the Run dialog.
2.
Type REGEDT32.EXE in the Open field, and then click OK. (Do not run REGEDIT, as
this program does not support Windows Registry security.)
3.
Select the HKEY_LOCAL_MACHINE key.
4.
Select the SOFTWARE key.
Sage Fixed Assets
Network Installation Guide
B-3
B
Troubleshooting
Moving and Reconfiguring Databases
5.
Select the Best Software key.
6.
Select Security/Permissions from the menu bar. The system displays the Permissions
for Best Software dialog.
7.
Clear the Allow Inheritable Permissions from Parent to Propagate to this Object check
box. The system displays a Security message box.
8.
Click the Copy button. The system returns to the Permissions for Best Software
dialog.
9.
Select the Everyone group (or the desired user name) in the Name list box, and then
select the Full Control check box in the Allow column of the Permissions list box.
10. Click the Advanced button. The system displays the Access Control Settings for Best
Software dialog.
B-4
Sage Fixed Assets
Network Installation Guide
Troubleshooting
Moving and Reconfiguring Databases
B
11. Highlight the desired user name, and then select the Reset Permissions on All Child
Objects and Enable Propagation of Inheritable Permissions check box.
12. Click the Apply button, and then click OK.
To change permissions on Windows XP
Note: You should perform the steps below only if you are familiar with the Windows
Registry. Please contact your local IT administrator or Help desk for assistance if needed.
You should be logged on as an Administrator before you complete the steps below.
1.
Select Start/Run from the Windows taskbar. The system displays the Run dialog.
2.
Enter either REGEDT32.EXE or REGEDIT.EXE in the Open field. (Either one will
work.) The system displays the Registry Editor.
You need to grant Full Control Access to the following registry key:
Hkey_Local_Machine\Software\Best Software
3.
Navigate to this key to grant the permissions.
4.
Right-click on the Best Software key, and select Permissions from the pop-up menu.
The system displays the Permissions for Best Software dialog.
5.
Click the Advanced button. The system displays the Advanced Security Settings for
Best Software dialog.
Sage Fixed Assets
Network Installation Guide
B-5
B
Troubleshooting
Moving and Reconfiguring Databases
6.
Clear the Inherit from Parent the Permission Entries that Apply to Child Objects check
box. The system displays a Security message box.
7.
Click the Copy button. The system returns to the Advanced Security Settings for Best
Software dialog.
8.
Click the Add button. The system displays the Select User or Group dialog.
9.
Click the Advanced button to access the advanced features on the dialog.
10. Click the Find Now button.
11. Hold down the CTRL key, and select the Everyone and System groups, and then click
OK to close the dialog. The system returns to the Select User or Group dialog.
12. Click OK again. The system displays the Permission Entry for Best Software dialog.
B-6
Sage Fixed Assets
Network Installation Guide
Troubleshooting
Moving and Reconfiguring Databases
B
13. Select the Full Control check box in the “Allow” column, which selects all of the check
boxes in the column.
14. Click OK to return to the Advanced Security Settings for Best Software dialog.
15. When you return to the Advanced Security Settings for Best Software dialog, make
sure that the Everyone and System groups have Full and Read Control access.
16. Click the Replace Permission Entries on all Child Objects check box.
17. Click the Apply button. The system displays a Security message box.
18. Click the Yes button to continue. The system returns to the Advanced Security
Settings for Best Software dialog.
19. Click OK again. The system returns to the Permissions for Best Software dialog.
20. Click OK to close the Permissions for Best Software dialog. The system returns to the
Registry Editor.
21. Select File/Exit to exit from the Registry Editor.
22. Log off and log back in as the user. You should be able to access the application now.
How do I add a database to the List Manager?
You may need to move a database from a workstation to a network drive, or move a
database from one computer to another. After you move the database, you will need to let
the application know the location of the database by adding it to the Database List
Manager.
The recommended procedure is to perform a company backup from the old system and
then do a Company Restore onto the new system. However, if this is not an option, it is
possible to copy the BEST.DB or *.BDB file to the new location and use Database List
Manager to associate the moved files with the new system.
Sage Fixed Assets
Network Installation Guide
B-7
B
Troubleshooting
Moving and Reconfiguring Databases
To add a database to the system
1.
Install the application from the CD onto the new server.
2.
Configure and start the Sybase SQL Service.
3.
If the existing server and service will be running for the interim, either use different
engine name (the -n parameter), or stop the original Service/NLM before proceeding.
Please refer to the Installation & Administration Guide for more specific details about
service parameters.
On the workstation:
4.
Uninstall any previous Sage FAS Fixed Assets applications.
5.
In the Control Panel, select Add/Remove Programs.
6.
Install the Sage Fixed Assets client from the new server.
7.
Open the application on the workstation, and connect to the default company to
insure connectivity with the new server.
8.
Copy only the BEST.DB or *.BDB file(s) the new folders on the new server or
workstation. (Do not overwrite the default database.)
9.
Use Database List Manager to reassociate the copied databases to the new system.
You will now be able to open the companies within the databases.
Note: If the file is 2.64 MB or 3.11 MB, it is most likely the default database with the
sample company in it. If the file is 1.3 MB, it is an empty database.
Why am I unable to connect to the system database?
You may find that one workstation is unable to connect to the database on the server, while
another workstation is able to do so. When you attempt to connect to the server, you see a
Service Provider dialog.
Solution 1:
The solution may be: Change the XXX.XXX.XXX.XXX in the Parameters field to the IP
address or the server name of the server.
Solution 2:
The problem may be the type of pathing that each workstation uses to access the server. The
Service Provider dialog may require either a local server pathing (X:\FASSERV) or a UNC
pathing (\\SERVER\SHARE\FASSERV), depending on how the server rights are
configured.
The procedures below may be useful if one workstation can access the server while another
server cannot. The steps describe how to copy the Sage FAS configuration settings from the
working computer to the non-working computer. These settings are stored in the Windows
Registry.
Note: You should perform the steps below only if you are familiar with the Windows
Registry. Please contact your local IT administrator or Help desk for assistance if needed.
B-8
Sage Fixed Assets
Network Installation Guide
Troubleshooting
Moving and Reconfiguring Databases
B
To copy configuration settings
1.
On the working client workstation, select Start/Run.
2.
In the Run dialog, enter REGEDIT, and then click OK.
3.
Browse to the following key:
HKEY_LOCAL_MACHINE\SOFTWARE\Best Software\NWBESTSYS.
4.
Write down the Data values for the following keys:
• ENGINENAME
• LOGICALNAME
• PARAMETERS
• PROTOCOL
5.
On the non-working client workstation, and repeat steps 1 through 3.
6.
Compare the Data values for the four keys in step 4. If any of the keys differ from the
working computer, double-click on the key to get the Edit String window and change
the value to match the value on the working computer.
For example, the LOGICALNAME can be either UNC or Drive letter. If the working
computer is using Drive letter, then change the non-working client workstation to
match it.
Drive Letter = C:\FASSERV\BESTSYS.DB (use the actual drive letter the on which the
program was installed to the server)
UNC = \\SERVERNAME\FASSERV\BESTSYS.DB
7.
Close the registry editor.
8.
Launch the Sage FAS Fixed Assets client application.
How do I move the application to a new server?
Follow the instructions below to move the application to a new server machine.
Note: Before you follow the instructions below, make sure you have first backed up your
databases. You can use your normal network backup procedures, or you can select File/
Company Utilities/Backup Company from the menu bar on the client machine.
The instructions below assume you are moving the same version of the program to the new
server machine.
To move the application to a new server
1.
Stop the Sybase SQL Service on the old server.
2.
Install the program from the installation CD on the new server. For complete
instructions, see “Step 1: Installing the Sage Fixed Assets Server Components,” page
2-2.
3.
On the client workstation, uninstall any previous Sage Fixed Assets client applications
(if applicable). The uninstall will remove only application files and will not remove
custom reports, configuration, or database files.
Sage Fixed Assets
Network Installation Guide
B-9
B
Troubleshooting
Moving and Reconfiguring Databases
4.
Install the network client. For complete instructions, see “Step 8: Installing the Client,”
page 2-21.
5.
On the client workstation, use Database List Manager to create a new database.
6.
Restore the backup files. (Select File/Company Utilities/Restore Company.) Select
one of the newly created databases for the location of the restored company.
You should now be able to open your companies.
What do I do if I cannot use Database List Manager?
If the configuration database (BESTSYS) becomes corrupted, you will be unable to locate,
add, or remove databases in Database List Manager. Follow the instructions below to
replace the configuration database.
Note: Security information will be lost by replacing the BESTSYS.DB file.
To replace the configuration database
1.
Verify the path to the BESTSYS.DB.
2.
Make sure that the user account being used for the service has FULL CONTROL to
the FASserv folder on the server.
3.
Shut down the Sybase SQL Engine on the server.
4.
In Windows Explorer, browse to the FASserv folder on the server.
5.
Rename the BESTSYS.DB file.
6.
Rename the BESTSYS.LOG file.
7.
Copy the BESTSYS.SAV file, and then paste it into the same directory to create a Copy
of BESTSYS.SAV.
8.
Rename the Copy of BESTSYS.SAV to BESTSYS.DB.
9.
Restart the Sybase SQL Engine.
10. On the client workstation, launch the Sage FAS Fixed Assets application.
11. If you are prompted to enter your Contact information, click Close.
12. If you are asked to register the application, click Register Later.
A dialog appears with a message that “An error occurred while attempting to open the
selected database,” and the list of databases is empty.
13. Click the DB MGR button.
14. Add the existing databases to the list.
B-10
Sage Fixed Assets
Network Installation Guide
Troubleshooting
Moving and Reconfiguring Databases
B
Note: The BESTSYS.DB file may have become corrupted if the application connects to a
corrupt database file. In this case, troubleshoot by adding a known good database or
create a new database. One at a time, add and open each database to see if the application
encounters an error. The BESTSYS.DB can be backed up by copying it after each database
is added until an error occurs. In this way, if the BESTSYS.DB becomes corrupted again,
you can follow the steps above to replace the BESTSYS.DB. However, you can use the
backup copy of BESTSYS.DB instead of the BESTSYS.SAV file. Restore any databases from
a backup that produce an error in the application.
Sage Fixed Assets
Network Installation Guide
B-11
B
B-12
Troubleshooting
Moving and Reconfiguring Databases
Sage Fixed Assets
Network Installation Guide
Index
A
adding database files .................................................. B-7
administrator privileges, changing permissions .. B-3
B
backing up data
Sage Fixed Assets - Depreciation ........................... 3-2
Sage Fixed Assets - Planning .................................. 7-2
Sage Fixed Assets - Tracking .................................. 5-2
BEST.DB or *.BDB, copying ..................................... B-7
BESTSYS configuration database, replacing ....... B-10
C
companies, backing up
Sage Fixed Assets - Depreciation ........................... 3-2
Sage Fixed Assets - Tracking .................................. 5-2
contact information .................................................... A-1
converting data
Sage Fixed Assets - Depreciation ......................... 3-12
Sage Fixed Assets - Planning .................................. 7-9
Sage Fixed Assets - Tracking ................................ 5-12
customer support ........................................................ A-1
installing first time
Sage Fixed Assets - Depreciation
client components ............................................. 2-21
server components ............................................. 2-2
Sage Fixed Assets - Planning
client components ............................................. 6-17
server components ............................................. 6-2
Sage Fixed Assets - Reporting ............................... 8-1
Sage Fixed Assets - Tracking
client components ............................................. 4-23
server components ............................................. 4-2
installing over previous version
Sage Fixed Assets - Depreciation
client components ............................................. 3-17
server components ............................................. 3-3
Sage Fixed Assets - Planning
client components ............................................. 7-14
server components ............................................. 7-2
Sage Fixed Assets - Tracking
client components ............................................. 5-17
server components ............................................. 5-2
O
operating environments ............................................. 1-1
D
P
database files
adding ....................................................................... B-7
backing up
Sage Fixed Assets - Depreciation ...................... 3-2
Sage Fixed Assets - Planning ............................. 7-2
Sage Fixed Assets - Tracking ............................. 5-2
converting
Sage Fixed Assets - Depreciation .................... 3-12
Sage Fixed Assets - Planning ............................. 7-9
Sage Fixed Assets - Tracking ........................... 5-12
finding ................................................. 2-10, 4-10, 6-23
moving and reconfiguring ..................................... B-1
projects, backing up .................................................... 7-2
E
error messages
administrator privileges ......................................... B-3
F
finding databases .................................. 2-10, 4-10, 6-23
R
registering
Sage Fixed Assets - Depreciation ........................ 2-19
Sage Fixed Assets - Planning ............................... 6-11
Sage Fixed Assets - Tracking ............................... 4-19
requirements, system .................................................. 1-1
S
Sage Fixed Assets - Depreciation
installing first time
client components ............................................. 2-21
server components ............................................. 2-2
installing over previous version
client components ............................................. 3-17
server components ............................................. 3-3
registering ............................................................... 2-19
upgrading, steps for ................................................ 3-2
I
installation, Windows Terminal Server .................. 9-1
Sage Fixed Assets
Network Installation Guide
Index-1
Index
Sage Fixed Assets - Planning
installing first time
client components .............................................. 6-17
server components .............................................. 6-2
installing over previous version
client components .............................................. 7-14
server components .............................................. 7-2
registering ................................................................ 6-11
starting application the first time ......................... 6-22
upgrading, steps for ................................................. 7-2
Sage Fixed Assets - Reporting, installing
first time .......................................................... 8-1
Sage Fixed Assets - Tracking
installing first time
client components .............................................. 4-23
server components .............................................. 4-2
installing over previous version
client components .............................................. 5-17
server components .............................................. 5-2
registering ................................................................ 4-19
upgrading, steps for ................................................. 5-2
starting application the first time
Sage Fixed Assets - Planning ................................ 6-22
supported operating environments .......................... 1-1
system requirements ................................................... 1-1
U
upgrading, steps for
Sage Fixed Assets - Depreciation ........................... 3-2
Sage Fixed Assets - Planning .................................. 7-2
Sage Fixed Assets - Tracking .................................. 5-2
W
Windows Network, SFAServ folder
mapping drive to
Sage Fixed Assets - Depreciation .................... 2-21
Sage Fixed Assets - Planning ........................... 6-16
Sage Fixed Assets - Tracking ........................... 4-22
sharing
Sage Fixed Assets - Planning ........................... 6-13
Windows registry permissions
changing on Windows 2000 ................................... B-3
changing on Windows XP ...................................... B-5
Windows Terminal Server, installation .................. 9-1
Windows Vista, reconfiguring databases .............. B-1
Index-2
Sage Fixed Assets
Network Installation Guide
This is a publication of Sage Software, Inc.
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Version 2013.1
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