Chapter 1: Installing Sage HRMS
This chapter provides instructions to install Sage HRMS for the first time. To familiarize yourself with the process, be sure to read all the steps before you start the installation. If you are upgrading from a previous version of Sage HRMS, go to
"Upgrading Sage HRMS" (page 13)
.
The installation of Sage HRMS consists of two separate installations: installing on the server and installing the software client(s).
Follow the steps below to first install Sage HRMS on a server, and then install a client either on the same server machine or on a separate machine. If you will run Sage HRMS on a network, the first user to log on each machine must do a separate client install.
Step 1: Install Sage HRMS on the server
Note:
Administrator privileges are required to install. Sage HRMS program users must also have read access (at a minimum) to the Windows registry in order to use the program and install ongoing product updates.
1.
At the server machine, open the Sage HRMS installation package.
o
If you will use Sage HRMS with Microsoft SQL Server 2008, SQL Server 2012 (Standard or
Enterprise Editions), SQL Server 2012, SQL Server 2014, or SQL Server 2016 and the SQL
Server is already installed, proceed to number 6 below.
o
If you do not already have SQL Server Express Edition installed, proceed to number 2.
Note:
SQL Server Express Edition is a free download from Microsoft, but we recommend you have no more than 500 employees if using this edition. The Profiler feature is not available in this edition.
2.
Visit
www.microsoft.com
and use the search to find SQL Server Express (a free download).
3.
Once you have the download file saved to your server, access it locally (not from the network), rightclick the SQLEXPR*.exe file, and select to Run as administrator.
4.
Select Install SQL Server Express Edition and proceed with the installation. The system checks for, and if necessary, installs prerequisites for installation (such as Windows Installer, .NET Framework, and MDAC 2.8) before it begins installing SQL Server Express edition.
5.
When the SQL Server Express Edition installation is complete, restart your server.
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6.
Open the Sage HRMS installation package from Sage, right-click the setup.exe file, and choose Run as administrator.
If you receive a prompt regarding which account to use to run the program, clear the check box next to Run this program with restricted access and click OK.
Important!
You must save this installation package unzipped to a location where it cannot be deleted. This is critical to support the product updates.
7.
Click Next when the Sage HRMS Installer welcome window opens.
8.
Review the Sage End User License Agreement in the License Agreement window, accept the terms, and click Next.
9.
Enter your Username and Organization on the Customer Information window, and click Next.
10.
Click Next to accept the default destination folder where the Sage HRMS Server will be installed; otherwise click Change and select another destination.
11.
Enter the required information in the SQL Setup window. As you enter information, note the following: l
Server, User, Password o
If you are using SQL Server Express, enter
<SQLServerName\Instance Name> for the
Server Name, then enter sa in the Username field and the password for the server
System Administrator (sa) account .
o
If you are using SQL Server, enter the
<SQLServerName>
, Username, and Password. The
SQL Server user must have administrator privileges.
o
Do not use localhost for the server name if you plan to install remote clients.
l
Databases o
Periods are not permitted in database names.
o
Database names cannot have more than 14 characters.
o
The databases displayed are the default SQL databases that are installed. SageHRMS_Live and SageHRMS_System are both required.
o
Optionally, the sample databases can be installed. Sample data allows you to practice in the system using data from a simulated company. It does not affect your live company data.
12.
Select the Install Sample Data check box if you want to include sample data with your installation.
Three sets of sample data are installed: o
Sample Database is the sample HR database.
o
Sample Payroll Database is the sample U.S. Payroll database.
o
Sample Canadian Payroll Database is the sample Canadian Payroll database.
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Note:
When you select the Install Sample Data check box, the system installs all three sets of sample data, regardless of your configuration. Use the sample data to view and practice complex processes safely before implementing the processes on your live company data.
13.
Click Next to establish a connection with the server.
o
If you receive a message that the server name, username, or password are invalid, verify that your entries are correct.
o
If you are installing for SQL Server Express and you did not restart your system before installing Sage HRMS, restart your server now, and begin the Sage HRMS installation again.
14.
Use the Ready to Install the Program window to verify your settings are correct, then click Install.
15.
When the server installation is complete, click Finish on the Install Completed window.
16.
If prompted, restart your system.
17.
From Windows Explorer, go to the destination folder where you installed the server (the default location is C:\ProgramData\Sage\SageHRMSServer), and set your sharing settings for all Sage
HRMS and Payroll users as follows: a.
Right-click the SageHRMSServer folder and select Properties.
b.
Click the Sharing tab and Share the folder. You may be required to click the Advanced
Sharing button to proceed depending on your system. Set the Permissions for all users who access Sage HRMS over the network on the shared folder to Allow Full Control.
c.
Make sure the folder’s Share Name does not contain a space. For example, use
“SageHRMSServer” as a share name instead of "Sage HRMS Server."
18.
Click Apply and then OK to close.
Step 2: Enable Server Protocols and the SQL Browser Service
Before you install a client, you must enable proper protocols on the server and enable the SQL Browser
Service to set up the SQL Server.
To enable Server Protocols
1.
Open the SQL Server Configuration Manager.
Depending on your version of Microsoft SQL Server (2008, 2012, 2014, or 2016), this may be from the Start menu > All Programs > Microsoft SQL Server > Configuration Tools > SQL Server
Configuration Manager.
2.
From the left panel, expand SQL Server Network Configuration and SQL Native Client
Configuration.
3.
Click Protocols/Client Protocols.
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4.
Set the Shared Memory, TCP/IP, and Named Pipes protocols to Enabled. For the purpose of client installs, the status of the VIA protocol does not matter.
To enable the SQL Browser Service
1.
From the SQL Server Configuration Manager, select SQL Server Services.
2.
From the left panel, highlight SQL Server Service.
3.
Verify the Service name SQL Server (MSSQLSERVER) Startup type field is set to Automatic and that Service status field is Running. If it is not running, you must Start the service.
4.
Select All Programs > Administrative Tools>Services.
5.
Highlight SQL Server Browser.
6.
Change the Startup type from Disabled to Automatic and click Apply.
7.
Under SQL Server Services, select and Start the SQLBrowser service.
8.
Click OK to close the window.
9.
Go to All Programs > Administrative Tools > Computer Management to open the Computer
Management window.
10.
From the Services and Applications section, select Services and scroll to the SQL Server entries.
11.
Verify that both the SQL Server and SQL Server Browser services are set to Started and Automatic.
12.
Close the Computer Management window.
Step 3: Install the Sage HRMS client
If you are operating Sage HRMS on the server, you must also install the HRMS client on the same server machine. The software client install is necessary only for the first install of Sage HRMS client with.
Before installing the client
Administrator privileges are required to install these components.Sage HRMS program users must also have read access (at a minimum) to the Windows registry in order to use the program and install quarterly product updates.
If you are not a member of the administrators group and you install the client on Windows 7, Windows 8
(and 8.1), Windows 10, Windows Server 2008, or Windows Server 2012, you will be required to enter an administrator user account and password before you can continue.
Important!
You must have installed Microsoft .NET Framework 4.5.2 or higher prior to installing Sage
HRMS on the client. Your standard MS Windows updates should install .NET 4.5.2 but we recommend
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you verify your .NET version before beginning the installation.
To install the Sage HRMS client
1.
If you are installing a client on the server machine, you can start the client installation using the shortcut Sage HRMS Client Install placed on the desktop from the server installation.
Or, at the client machine, go to the shared folder on the server (either by using a UNC path or by creating a mapped drive). From the Client folder, right-click the setup.exe file, and select to Run as administrator.
2.
The Windows Installer and client installation begins. If a required component is not found on your machine, a window lists the missing required components.
3.
Click Install to start installing the required components.
4.
If prompted to restart your computer, restart immediately (do not postpone the restart, as it will affect the installation process).
5.
After restarting, the Sage HRMS Client Install Welcome window opens. Click Next to continue with the client installation.
6.
If you will use Sage HRMS Payroll (U.S., Canadian, or both), follow the prompts to install the payroll modules and restart Sage HRMS when finished.
7.
When prompted, select the Launch Sage HRMS Client check box and click Finish.
8.
When prompted, register your software and enter the Serial Number and Installation Code provided by Sage when you purchased the product. Registration is required only on the first client installation.
9.
If you want to add the integrations for Sage 100 Standard G/L, Sage 100 Advanced G/L, Sage 500
ERP G/L, or Sage X3 G/L, select the associated check boxes and click OK.
10.
Click OK to update your files and restart again if prompted.
11.
The Sage HRMS Logon window appears when the file update and restart are complete.
Step 4: Install SAP Crystal Reports
SAP Crystal Reports Designer
SAP Crystal Reports 2011 Designer is provided as a component of Sage HRMS 2017. The Designer version provides the option to create, modify, and use custom and ad hoc reports in Sage HRMS. Without installing this additional component, you can still view and print standard reports in Sage HRMS but you cannot modify them.
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Installing SAP Crystal Reports 2011
To install SAP Crystal Reports, log into the
Sage Knowledgebase
(https://support.na.sage.com) and search for Article ID 50162. Follow the steps in the article to download and install the program. You must log in to the Knowledgebase to view the download article.
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