Sage Fixed Assets Lite Depreciation User Guide
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Sage Fixed Assets
Lite Depreciation 2017.0
Quick Start Guide
This is a publication of Sage Software, Inc.
Copyright © 2016 Sage Software, Inc. All rights reserved.
Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.
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The names of all other products and services are property of their respective owners.
Your use of this document and the Sage product(s) described herein is governed by the terms and conditions of the
Sage End User License Agreement ("EULA") or other agreement that is provided with or included in the Sage product.
Nothing in this document supplements, modifies or amends those terms and conditions. Except as expressly stated in those terms and conditions, the information in this document is provided by Sage "AS IS" and Sage disclaims all express, implied or statutory warranties of any kind, including but not limited to the warranties of merchantability, fitness for a particular purpose or of non-infringement. No implied license is granted to you under any Sage intellectual property or trade secret right. Sage reserves the right to revise, supplement or remove information in this document at any time without notice to you or others.
Sage End User License: http://na.sage.com/sage-na/eula
Rev 02
Contents
Chapter 1. Introduction
Chapter 2. Installing Sage Fixed Assets—Lite Depreciation the First
Time
Chapter 3. Installing Sage Fixed Assets—Lite Depreciation: Upgrading from a Prior Version
Appendix 4. Troubleshooting
Index
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Quick Start Guide Contents-1
Contents
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Contents-2 Quick Start Guide
Chapter 1
Introduction
This guide provides the information necessary for installing the Sage Fixed Assets—Lite
Depreciation program. It contains information that will get your application up and running as quickly as possible. It includes information about installing the application for the first time, as well as upgrading from a previous version of the product.
System Requirements
Before installing, review the System Requirements: Sage Fixed Assets Lite Depreciation article in the Sage Knowledgebase for the latest system requirements. The requirements listed are the
minimum requirements. As is true of most software programs, enhancing your hardware and system software may improve performance.
Limit to Number of Assets
Important: The application allows you to enter up to 1,000 assets per company. The system does not allow you to enter new assets in a company after 1,000 assets have been created in that company.
Security Requirements
The following rights are required to install the application properly.
Installation
The person installing the program must have Administrative rights to the local computer.
Contacting Us
Here are some of the quickest ways to contact us if you have a question about operating the program, or if you need assistance in purchasing a Sage Fixed Assets product.
Customer Support
Sales
Website
Phone: 800-331-8514 (see the website for support hours)
FAX: 800-793-2329 (24 hours)
email:
website: www.SageFixedAssets.com/support
Customer number required
800-368-2405 (8:30 a.m.—5:30 p.m. ET)
To enroll in or renew Sage Business Care www.SageFixedAssets.com
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1
Introduction
Contacting Us
Sage Fixed Assets operates a website for our customers at www.SageFixedAsssets.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.
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Chapter 2
Installing Sage Fixed Assets—Lite Depreciation the First Time
In this chapter:
This chapter provides instructions for users who have never installed Sage Fixed Assets—Lite
Depreciation before. If you are currently using Sage Fixed Assets—Lite Depreciation, please see
Chapter 3, “Installing Sage Fixed Assets—Lite Depreciation: Upgrading from a Prior Version.”
Step 1: 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.
To start the install program
1. Sign in to Sage Support .
2. Click My downloads and updates in the top right-hand corner of the page.
3. Under Latest products, click the link for the latest version of the program.
4. 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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Installing Sage Fixed Assets—Lite Depreciation the First Time
Step 2: Registering the Application
5. Click OK. The system begins to download the file.
The system prompts you to install Sage Advisor Update, Microsoft .NET Framework, and
Microsoft Visual C++ 2005 Redistributables if it is not already installed.
6. Click the Install button. The system installs the required components, and then displays the
Welcome dialog. (You may need to restart your machine.)
7. Click the Next button. The Software License Agreement dialog appears. 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.)
8. After you click the Yes button, the Choose Destination Location dialog appears.
9. 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.
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 prompted to do so.
10. Click the Finish button.
Step 2: 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.
Note:
You have 30 days to register the application.
To register the application
1. Click the Start button on the Windows taskbar, and then click Programs (or All Programs) on the Start submenu.
2. Select the Sage Fixed Assets program group.
3. Select the Lite Depreciation icon. A message appears indicating you can use the application for
30 days.
4. Click the Next button. The Product Registration dialog appears.
5. Click the Register button. A registration dialog appears allowing you to enter your Serial
Number and Activation Code.
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Installing Sage Fixed Assets—Lite Depreciation the First Time
Using an Expired Subscription
2
Serial Number
Enter your serial number. You must enter the hyphen.
Activation Code
Enter your activation code.
Please contact Sage Fixed Assets Customer Service at 800-368-2405 if you cannot find your serial number and activation code.
6. If you are a Subscription customer, the Unlock Code dialog opens. Enter your unlock code in the Unlock Code field.
7. Click OK. The system returns to the Product Registration dialog. If you are a Subscription customer, you will see the subscription expiration date.
8. Click the Close button.
Using an Expired Subscription
If your subscription expires, a dialog displays when you open your product. You can continue to use these features for up to 120 days after the expiration date; Open Company, Custom Export, Excel
Export, Open/Print Reports, and Print Asset List.
If your subscription is expired and you exceed the 120 day grace period, you must renew your subscription to continue using your product.
Step 3: Starting the Application
The Lite Depreciation program icon appears in the Sage Fixed Assets program group by default.
Note:
You can also start the application by double-clicking the icon on your desktop.
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Installing Sage Fixed Assets—Lite Depreciation the First Time
Step 3: Starting the Application
To start the application
Starting the purchased version:
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 from the Programs submenu.
3. Select the Lite Depreciation icon.
The system opens the application and displays the main window.
Starting the free trial version:
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 from the Programs submenu.
3. Select the Lite Depreciation icon. A message appears indicating you have 30 days to try the program.
4. Click the Register Later button.
The system opens the application and displays the main window.
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. 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. 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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Chapter 3
Installing Sage Fixed Assets—Lite Depreciation:
Upgrading from a Prior Version
In this chapter:
This chapter provides instructions for upgrading from a previous version of Sage Fixed Assets—Lite
Depreciation.
Note:
You must be currently using version 2016.1 of Sage Fixed Assets—Lite Depreciation to follow the steps in this chapter. If you are not running the latest version, you will need to install prior releases in sequential order through the compatible version before you upgrade.
Step 1: Backing Up Your Data
To back up your database
1. Select File/Company Utilities/Backup Company from the menu bar. The system displays the
Backup Company dialog.
2. Select the company that you want to back up, and click the Next button.
3. Designate the destination directory, enter a file name for the backup file, and then click the
Backup button.
4. After the backup is complete, click the Cancel button to close the Backup Company dialog, or select another company to back up.
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Installing Sage Fixed Assets—Lite Depreciation: Upgrading from a Prior Version
Step 2: Installing the Latest Version
Step 2: 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.
To start the install program
1. Sign in to Sage Support .
2. Click My downloads and updates in the top right-hand corner of the page.
3. Under Latest products, click the link for the latest version of the program.
4. Click the Run button when prompted to either Run or Save the file. The system displays the
Sage Download Manager dialog.
5. Click OK. The system begins to download the file.
The system prompts you to install Sage Advisor Update, Microsoft .NET Framework, and
Microsoft Visual C++ 2005 Redistributables if it is not already installed.
6. Click the Install button. The system installs the required components, and then displays the
Welcome dialog. (You may need to restart your machine.)
7. Click the Next button. The Software License Agreement dialog appears. 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.)
8. After you click the Yes button, a message appears indicating that a previous version of the program has been found on your computer.
9. Click Yes to remove the previous 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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Installing Sage Fixed Assets—Lite Depreciation: Upgrading from a Prior Version
Step 3: Converting Your Data
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 prompted to do so.
10. Click the Finish button.
Step 3: 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 version 2016.1 of Sage Fixed Assets—Lite Depreciation to follow the steps in this section.
You have two options for converting your databases.
•
Database Conversion Utility: You can use the utility to convert two or more databases at a time. You run the utility from the Sage Fixed Assets program group.
•
In-place Database Conversion: You perform this type of database conversion when you open a database. You can convert only one database at a time with this type of conversion.
Note:
A database conversion requires three to four GB of disk space. Make sure you have sufficient disk space before you convert your databases.
Converting a database is a time-consuming process. Please refer to the table below, which outlines the recommended conversion procedure:
Number of
Databases
1
1 more than 1
Number of
Assets
less than 3,000
3,000 or more any number
Recommended Conversion Program
In-place Database Conversion
Fixed Assets Database Conversion Utility
Fixed Assets Database Conversion Utility
To use the Database Conversion Utility to convert databases
1. Click the Start button on the Windows taskbar, and then click Programs (or All Programs) on the Start submenu.
2. Select the Sage Fixed Assets program group.
3. Select the Tools program group.
4. Select the Conversion Utility icon.
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Installing Sage Fixed Assets—Lite Depreciation: Upgrading from a Prior Version
Step 3: Converting Your Data
If more than one Sage Fixed Assets program is installed on your machine, the Conversion
Utility Select Application dialog appears.
5. Select the Sage Fixed Assets program containing the database that you want to convert.
6. Click the Next button. The Conversion Utility Welcome dialog appears.
7. Click the Next button. The Conversion Utility Performance dialog appears.
8. Review the Conversion Utility Performance dialog to estimate how long the database conversion will take.
9. Click the Next button. The Conversion Utility Select Databases dialog appears.
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Installing Sage Fixed Assets—Lite Depreciation: Upgrading from a Prior Version
Step 3: Converting Your Data
3
This dialog displays the status of each database.
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 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, or the database may be corrupted. For assistance in resolving the problem, please contact Sage Fixed Assets
Customer Support.
10. 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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Installing Sage Fixed Assets—Lite Depreciation: Upgrading from a Prior Version
Step 3: Converting Your Data
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, a “Conversion Complete” message appears in the Additional
Information text box.
12. Click the Close button. The system displays the Database Conversion Summary report, which indicates whether the conversion was successful for each database.
To perform an in-place database conversion
1. Click the Start button on the Windows taskbar, and then click Programs (or All Programs) on the Start submenu.
2. Select the Sage Fixed Assets program group.
3. Select the Lite Depreciation icon. The application attempts to open a database that must be converted. The Conversion Utility Welcome dialog appears.
4. Click the Next button. The Conversion Utility Performance dialog appears.
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Installing Sage Fixed Assets—Lite Depreciation: Upgrading from a Prior Version
Step 3: Converting Your Data
3
5. Review the Conversion Utility Performance dialog to estimate how long the database conversion will take.
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Installing Sage Fixed Assets—Lite Depreciation: Upgrading from a Prior Version
Step 4: Starting the Application
6. Click the Next button. The Conversion Utility Summary dialog appears.
7. Review the Conversion Utility Summary dialog, and then click the Convert button.
The application checks your computer’s disk space to make sure there is sufficient space to convert your data. 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, a “Conversion Complete” message appears in the Additional
Information text box.
Step 4: Starting the Application
The Lite Depreciation program icon appears in the Sage Fixed Assets program group by default.
Note:
You can also start the application by double-clicking the icon on your desktop.
To start the application
1. Click the Start button on the Windows taskbar, and then select Programs (or All Programs) from the Start menu.
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Installing Sage Fixed Assets—Lite Depreciation: Upgrading from a Prior Version
Step 4: Starting the Application
3
2. Select the Sage Fixed Assets program group from the Programs submenu.
3. Select the Lite Depreciation icon.
The system opens the application and displays the main window.
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. 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. 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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Installing Sage Fixed Assets—Lite Depreciation: Upgrading from a Prior Version
Step 4: Starting the Application
Sage Fixed Assets—Lite Depreciation
Appendix 4
Troubleshooting
In this appendix:
Moving and Reconfiguring Databases
Due to changes in the Windows Vista, Windows 7, and Windows 8 operating systems, you may have to change the location of your Sage Fixed Assets 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\Sage Fixed Assets 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, Windows 7, or
Windows 8.
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Troubleshooting
Moving and Reconfiguring Databases
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.
If databases are in an unsupported Windows Vista, Windows 7, or Windows 8 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 Sage Fixed Assets 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.
10. Repeat this process for each database that has been moved to a new location.
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Index
B
............................................................. 3-1
C
companies, backing up
................................................. 3-1
.............................................................. 3-3
customer support
.......................................................... 1-1
D
database files
backing up
.................................................................. 3-1
converting
................................................................... 3-3
moving and reconfiguring
.......................................... 4-1
I
installing
first time
..................................................................... 2-1
over previous version
................................................. 3-2
R
registering application
.................................................. 2-2
requirements, system
.................................................... 1-1
S
Sage Fixed Assets—Lite Depreciation
installing first time
..................................................... 2-1
installing over previous version
................................. 3-2
registering
................................................................... 2-2
system requirements
..................................................... 1-1
W
Windows Vista, 7, and 8, reconfiguring databases
Sage Fixed Assets—Lite Depreciation
Index
Sage Fixed Assets—Lite Depreciation
Index-2 Quick Start Guide
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