Sage Fixed Assets Premier Installation Guide

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Sage Fixed AssetsPremierInstallation guide

Last updated: Monday, January 15, 2019 2019 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage productand service names mentioned herein are the trademarks of The Sage Group plc or its licensors. All othertrademarks are the property of their respective owners.Sage End User License Agreement (EULA): http://na.sage.com/sage-na/eulaSage Fixed AssetsPremier Installation Guide2

ContentsChapter 1 Introduction . 4System Requirements.5Security Requirements .5Microsoft SQL Server Requirements .6Sage Fixed Assets Checklist .6Microsoft SQL Server Checklist .7Contacting Us .7Chapter 2 Installing Sage Fixed Assets Premier Server . 8Overview of the Install Process.8Step 1: Installing the Sage Fixed Assets Server Components .8Step 2: Creating the Configuration Database.10Step 3: Creating an Asset Database.13Step 4: Sharing the SFAServ Folder .16Step 5: Setting Up the Attachments Folder for PDFs .17Step 6: Launching the Database Utility - Premier Planning.18Step 7: Installing the Sage Fixed Assets Reporting Server Components (Optional).19Step 8: Registering the Application .20Using an Expired Subscription.22Managing Seats .22Step 9: Mapping a Drive to the SFAServ Folder (Optional).25Chapter 3 Installing Sage Fixed Assets Premier Client . 27Installing the Client Components.27Starting the Application.30Chapter 4 Using a Bar Code Reader . 32Attaching Your Physical Reader .32Installing the Barcode Reader Program.32Upgrading the Barcode Reader Program .34Chapter 5 Upgrading Sage Fixed Assets Premier Server. 38Previous Versions Compatible with the Latest Version .38Preparing for an Upgrade .38Overview of the Upgrade Process .38Step 1: Backing Up Your Current Data.39Step 2: Upgrading the Sage Fixed Assets Server Components .40Step 3: Setting Up the Attachments Folder for PDFs .42Step 4: Installing the Sage Fixed Assets Reporting Server Components (Optional).44Step 5: Converting Your Current Data .45Chapter 6 Upgrading Sage Fixed Assets Premier Client . 48Upgrading the Client Components .48Starting the Application.51Sage Fixed AssetsPremier Installation Guide3

Chapter 7 Installing Sage Fixed Assets Reporting . 52Installing the Latest Version .52Chapter 8 Installing in a Microsoft Windows Terminal Server/CitrixEnvironment. 56Three-tiered Environment .56Chapter 1 IntroductionSage Fixed AssetsPremier Installation Guide4

After installation, your computer will have the following Sage Fixed Assets Premier products: Depreciation Tracking PlanningThis 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 upgradingfrom a previous version of each product.System RequirementsBefore installing Sage Fixed Assets, review the System Requirements: Sage Fixed Assets PremierEdition article in the Sage Knowledgebase for the latest system requirements. The requirementslisted here are the minimum requirements. As is true of all software products, enhancing yourhardware and application software may improve performance.Note: Sage Fixed Assets applications do not operate in a clustered SQL Server environment.Security RequirementsThe following rights are required to install and run the Sage Fixed Assets applications properly.InstallationThe person installing the application must have Administrative rights to the local computer.During the installation of the network client, the client machine will need Read access to theSFAServ directory. After you install the server components, make sure that you share the SFAServdirectory and not just its subdirectories.Sage Fixed AssetsPremier Installation Guide5

1IntroductionSystem RequirementsMicrosoft SQL Server RequirementsBefore beginning installation and creation of databases, you must verify that your serverconfiguration meets the following requirements: You must use Mixed Mode Authentication when connecting to Microsoft SQL Server. Youselect Mixed Mode Authentication when you install Microsoft SQL Server. For moreinformation about using Mixed Mode Authentication (rather than Windows AuthenticationMode), please refer to your Microsoft SQL Server documentation. The Sage Fixed Assets application supports multiple instances of Microsoft SQL Server. Thefirst time you launch the Database Utility, the application prompts you to create a systemconfiguration database. You can select the desired SQL Server instance when you create thesystem configuration database.You can install the Sage Fixed Assets server components on a machine that uses any of thesupported operating systems, whether Microsoft SQL Server is installed on that machine or not.If you are installing the server components on a computer that does not have Microsoft SQLServer on it, the Server installation will automatically drop the necessary SQL Servercomponents that are required by the Database Utility.You can install the Sage Fixed Assets server components on Machine A even if Microsoft SQLServer is on Machine B. When creating the Sage Fixed Assets configuration database (Bestsys)on Machine A, in the Configure Bestsys Database dialog, select Machine B in the Engine Namefield. The Microsoft SQL Server service must be started and running before execution of theinstallation application or the Database Utility. The Sage Fixed Assets application requires that the following Server Collation settings beapplied:Server Collation: SQL Latin1 General CP1 CI AS (1252)Character Set: ISOSage Fixed Assets Checklist Do you want to run the client application on the file server?To run the client application on the server, you must perform the client installation after you performthe server portion of the installation. Have you backed up your existing data (current users only) using the application’s backup utility?(To back up your data, select File/Company Utilities/Backup Company from the menu bar.)Location of backupSage Fixed AssetsPremier Installation Guide6

1IntroductionContacting UsMicrosoft SQL Server ChecklistBefore you install Sage Fixed Assets on your server, go through this checklist and verify that youhave completed all the required preliminary steps. If you answer no to any of these checklistquestions, then do not proceed with the installation until you can answer yes to that step. Are you installing on a server that meets the minimum hardware requirements for Sage FixedAssets? Is your tempdb for Microsoft SQL Server configured with a size of at least 100 MB, and is thetempdb located on a device other than the master device? Have you configured Microsoft SQL Server to meet the configuration settings?Server Collation: SQL Latin1 General CP1 CI AS (1252)Character Set: ISO Have you backed up your master database as well as any other existing databases on the file serveron which you plan to install the Sage Fixed Assets application? In the event of a Microsoft SQLServer failure, you may need to restore the databases from a backup. Have you closed all other Windows applications, including virus-checking software, before youbegin the installation?You are now ready to install Sage Fixed Assets on the server and create the required databases.Contacting UsWithin Sage Fixed Assets, select Help/Sage Support to display a list of support options. Click toaccess the product Knowledgebase, find product downloads and updates, start a live chat session,or to submit a support ticket. Sage Support contact number: 800-331-8514.Sage Fixed AssetsPremier Installation Guide7

Chapter 2 Installing Sage Fixed Assets PremierServerIn this chapter:Overview of the Install ProcessStep 1: Installing the Sage Fixed Assets Server ComponentsStep 2: Creating the Configuration DatabaseStep 3: Creating an Asset DatabaseStep 4: Sharing the SFAServ FolderStep 5: Setting Up the Attachments Folder for PDFsStep 6: Launching the Database Utility - Premier PlanningStep 7: Installing the Sage Fixed Assets Reporting Server Components (Optional)Step 8: Registering the ApplicationStep 9: Mapping a Drive to the SFAServ Folder (Optional)Overview of the Install ProcessThe install process consists of the following steps:1.Installing the Sage Fixed Assets server components, page 9.2.Creating the configuration database, page 10.3.Creating an asset database, page 13.4.Sharing the SFAServ folder, page 16.5.Setting up the Attachments folder for PDFs, page 17.6.Launching the Database Utility - Premier Planning, page 18.7.Optional: Installing the Sage Fixed Assets Reporting server components, page 19.8.Registering the application, page 20.9.Optional: Mapping a drive to the SFAServ folder, page 25.Step 1: Installing the Sage Fixed Assets Server ComponentsIn this step, you install the server components on the server machine.Note: You must be on the server machine to install the server components. You cannot install theserver components from the client machine.Sage Fixed AssetsPremier Installation Guide8

2Installing Sage Fixed Assets Premier ServerStep 1: Installing the Sage Fixed Assets Server ComponentsTo install the Sage Fixed Assets server components1.Sign in to Sage Support.2.Click My downloads 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 theSage 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,Microsoft Visual C 2015 Redistributable Package, and Microsoft ODBC Driver 11 for SQLServer if it is not already installed.6. Click the Install button. The system installs the required components, then displays theWelcome dialog. (You may need to restart your machine.)7.Click the Next button. The Software License Agreement dialog appears.8.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 exitsfrom the installation program.)Sage Fixed AssetsPremier Installation Guide9

2Installing Sage Fixed Assets Premier ServerStep 2: Creating the Configuration DatabaseAfter you click the Yes button, the Choose Destination Location dialog appears.9.Select the folder in which to install the server components, and then click the Next button. Thesystem begins installing the software and the Setup Status dialog appears.When all 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.10. Click OK. The InstallShield Wizard Complete dialog appears.11. Click the Finish button.Step 2: Creating the Configuration DatabaseWhen you installed the application, you provided the necessary information to create theConfiguration Database (BESTSYS). The first time you launch the Database Utility, the databasewill be created for the Configuration Database. The BESTSYS database contains critical informationabout the application and your Sage Fixed Assets asset databases, but it does not contain any assetinformation.If you chose to launch the Database Utility, a message prompts you to create the ConfigurationDatabase. Otherwise, follow the steps below to launch the Database Utility.Note: The Database Utility may appear behind any currently open dialogs. Close or minimize theopen dialogs to view the utility.To create the Configuration Database1.Select Start/Programs (or All Programs) from the Windows taskbar.2.Select the Sage Fixed Assets program group.3.Select the Tools program group.Sage Fixed AssetsPremier Installation Guide10

2Installing Sage Fixed Assets Premier ServerStep 2: Creating the Configuration Database4.Select the Database Utility Premier Depreciation & Tracking icon (or the Database Utility Premier Planning icon). A message prompts you to create the Configuration Database. ClickOK to proceed.If you are launching the utility for the first time, the application displays the Configure SystemDatabase dialog.If you are creating the Bestsys database from a machine that does not have Microsoft SQLServer on it, you must point to the Microsoft SQL Server machine.5.Select or enter the Microsoft SQL Server machine in the Engine Name field. Engine NameUse this field to enter the name of the SQL Server on which the Configuration Databasewill reside. Physical Database NameUse this field to change the name of the Configuration Database.Note: We strongly recommend that you do NOT change the default database name ofBESTSYS.6.Click the Next button. The application displays a login dialog.7.Enter your system administrator login name and password used to log in to Microsoft SQLServer, and then click OK. The application returns to the Configure System Database dialog.8.Click the Next button. The application displays a message indicating that the ConfigurationDatabase does not exist and asking if you want to create it now.9.Click the Yes button to proceed. The application displays a dialog that allows you to specify alocation for the Configuration Database.Sage Fixed AssetsPremier Installation Guide11

2Installing Sage Fixed Assets Premier ServerStep 2: Creating the Configuration Database10. Specify the location of the Configuration Database, then click the Next button. Theapplication displays a dialog that provides information about the Configuration Database.11. Review the information, then click the Finish button. The application displays a messageindicating that you need to create a new asset database.Sage Fixed AssetsPremier Installation Guide12

2Installing Sage Fixed Assets Premier ServerStep 3: Creating an Asset DatabaseStep 3: Creating an Asset DatabaseYou must create at least one asset database before you install the client components and run theapplication.To create an asset database1.2.Click OK to proceed. The application displays a dialog that allows you to enter informationabout the asset database. Logical Database NameUse this field to enter the “user friendly” name for the new database as you want it to appearin the Database field inside the application. This name can consist of up to 50 characters.We recommend that the Logical Database Name match the Physical Database Name. Data Source NameYou MUST use the default name that the application provides. Engine NameUse this field to enter the name of the computer or SQL instance on which the MS SQLServer is running. Physical Database NameUse this field to enter the name of the database as you want it to appear (or as it alreadyappears) on the MS SQL Server machine. We recommend that the Physical Database Namematch the Logical Database Name.Click the Next button. The application displays a message confirming that you want to createthe asset database now.Sage Fixed AssetsPremier Installation Guide13

2Installing Sage Fixed Assets Premier ServerStep 3: Creating an Asset Database3.Click the Yes button to proceed. The application displays a dialog that allows you to specifyinformation about the asset database. Enter Database File Path Relative to the ServerUse these fields to enter the Drive and Path of the new device. You can use the Browsebutton next to the Device Path field to select the path for the device.The name of the device depends on the physical database name entered in the previousdialog. For example, if the physical database name is Newbestdb, then the device will benamed Newbestdb.mdf. Enter Log File Path Relative to the ServerUse these fields to enter the Drive and Path of the log file for the new database. You canuse the Browse button next to the Device Path field to select the path for the log file.The name of the log file depends on the physical database name entered in the previousdialog. For example, if the physical database name is Newbestdb, then the log file will benamed Newbestdblog.ldf. Load Sample Data (Recommended)Select this check box if you want the database to contain a sample company with sampleassets. We have included a sample company called Sample Company. You can use thissample data for learning about the features of the application.Note: You should select this check box to load the sample data at least once.4.Click the Next button. The application displays a window that summarizes the informationabout the asset database.Sage Fixed AssetsPremier Installation Guide14

2Installing Sage Fixed Assets Premier ServerStep 3: Creating an Asset Database5.Click the Finish button. The application displays the Database Utility dialog. Logical DatabasesThe application uses this field to list the logical names of databases. These are the databasenames that appear in Sage Fixed Assets. When you select a database, the applicationdisplays information about that database underneath the list box in the Physical DatabaseProperties field.Note: Although the application allows multiple logical database names for a single MS SQLServer database, it is not recommended. Physical Database PropertiesThe application uses this field to display information about the selected database. Database NameThis is the actual database name as it appears on the MS SQL Server. Server NameThis is the name of the server on which the database resides. Space UsedThis is the disk space that is currently being used by the database. Space AllocatedThis is the disk spaced allocated for this database. Add ButtonClick this button to display a window that allows you to add a new database. Configure ButtonClick this button to display a window that allows you to change the attributes of the selecteddatabase.Sage Fixed AssetsPremier Installation Guide15

2Installing Sage Fixed Assets Premier ServerStep 4: Sharing the SFAServ Folder Remove ButtonClick this button to remove the selected database. When you remove a database, you onlyremove information about it from the Configuration Database (BESTSYS). You do notactually remove it from the MS SQL Server. To remove it from the MS SQL Server, youmust use either Enterprise Manager or Microsoft SQL Management Studio. Convert ButtonClick this button to convert data used in a previous version of the Sage Fixed Assetsapplication. Attachments FolderThe system uses this field to display the directory path of the folder containing the files ofimages attached to assets.Note: This folder contains only Adobe PDF file attachments. Browse ButtonClick this button to select or create a different folder that will contain the files ofimages attached to assets.Customer NumberEnter your customer number in order to receive notifications about future updates. You canfind the customer number on the packing slip. If you cannot find your customer number,call Customer Service at 800-368-2405.To add additional asset databasesFollow the steps below to add additional asset databases.1.Select Start/Programs (or All Programs) from the Windows task bar.2.Select the Sage Fixed Assets program group.3.Select the Tools program group.4.Select the Database Utility icon. The Database Utility dialog appears.5.Click the Add button to add a new asset database.Step 4: Sharing the SFAServ FolderThe next step is to share the \SFAServ folder with read access for the following users or groups: Users of the Sage Fixed Assets application Domain Administrators (optional)The procedure for sharing the SFAServ folder is slightly different depending on the platform you areusing.Below we show the steps for sharing a folder on Windows Server 2008.Sage Fixed AssetsPremier Installation Guide16

2Installing Sage Fixed Assets Premier ServerStep 5: Setting Up the Attachments Folder for PDFsTo share the SFAServ folder1.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 fromthe 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 theAdministrator to “Co-owner.”6.Repeat step 3.7.Repeat steps 4 and 5.8.Click the Share button.Step 5: Setting Up the Attachments Folder for PDFsYou can use the Images tab in Asset Detail to attach an image to an asset. The application stores mosttypes of image files in the asset database. However, the application stores Adobe PDF fileattachments in a separate folder.The application creates an Attachments folder during installation. You can find it underC:\SFAServ\COMMON on the server machine. You must specify the path to this folder or to anotherfolder 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 folder1.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 directorypath must appear in the format \\COMPUTER NAME\SHARE NAME\folder path. Forexample, if the computer name is “MYCOMPUTER” and the share name of the SFAServfolder 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.Sage Fixed AssetsPremier Installation Guide17

2Installing Sage Fixed Assets Premier ServerStep 5: Setting Up the Attachments Folder for PDFs4. Click OK to close the Browse for Folder dialog. The selected folder appears in theAttachments Folder field.5.Click the Exit button to close the Database Utility.Step 6: Launching the Database Utility - Premier PlanningThe Database Utility - Premier Planning must be launched at least once in order to install the clientcomponents. If you see this message, follow the steps below.1.Click OK to continue.2.Click OK to create the System Configuration Database. See “Step 2: Creating theConfiguration Database.”and “Step 3: Creating an Asset Database.”Sage Fixed AssetsPremier Installation Guide18

2Installing Sage Fixed Assets Premier ServerStep 7: Installing the Sage Fixed Assets Reporting Server Components (Optional)Step 7: Installing the Sage Fixed Assets Reporting ServerComponents (Optional)Sage Fixed Assets Reporting enables you to create custom reports. It is a powerful program thatallows you to design, create, print, and distribute your custom reports. In this step, you install theSage Fixed Assets Reporting server on the server machine.Note: The Sage Fixed Assets Reporting program uses SAP Crystal Reports 2016 (CrystalReports), which requires 2 GB of hard disk space. Sage Fixed Assets Reporting may not becompatible with other versions of Crystal Reports. Before installing Sage Fixed Assets Reporting,we recommend that you make sure Crystal Reports 2016 is compatible with your otherapplications that run Crystal Reports.To install the Sage Fixed Assets Reporting server components1.Sign in to Sage Support.2.Click My downloads 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 theSage Download Manager dialog.5. Click OK. The system begins to download the file. The system automatically displays the SageFixed Assets Reporting Server Welcome dialog. Click the Next. The Software LicenseAgreement 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 exitsfrom the installation program.)For instructions on installing the Sage Fixed Assets Reporting client components, see Chapter 7,“Installing Sage Fixed Assets Reporting.”Sage Fixed AssetsPremier Installation Guide19

2Installing Sage Fixed Assets Premier ServerStep 8: Registering the ApplicationStep 8: Registering the ApplicationThe 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.If you close the Database Utility without registering the application, a message appears remindingyou to register.Note: If you cannot find your serial number or activation code, please call Customer Support at800-368-2405.To register the application1.On the server machine, click the Start button on the Windows taskbar, and then selectPrograms (or All Programs) from the Start menu.2.Select the Sage Fixed Assets program group.3.Select the Tools program group.4.Select the Registration - Premier Depreciation & Tracking icon (or the Registration - PremierPlanning icon). A Product Registration dialog similar to the one shown below appears.Sage Fixed AssetsPremier Installation Guide20

2Installing Sage Fixed Assets Premier ServerStep 8: Registering the Application5.Click the Register button. A registration dialog appears allowing you to enter your SerialNumber and Activation Code. Serial NumberEnter your serial number. You must enter the hyphen. Activation CodeEnter your activation code.Please contact Sage Fixed Assets Customer Service at 800-368-2405 if you cannot find yourserial number and/or activation code. If you are

Jan 15, 2019 · Sage Fixed Assets Premier Installation Guide 11 2 Installing Sage Fixed Assets Premier Server . Step 2: Creating the Configuration Database . 4. Select the Database Utility Premier Depreciation & Tracking icon (or the Database Utility - Premier Planning icon). A message prompts you to create the Configuration Database. Click OK to proceed.File Size: 1MBPage Count: 57