Installation Guide Accounting and Management Products 9.7 Estimating Products 9.7 NOTICE This document and the Sage Timberline Office software may be used only in accordance with the accompanying Sage Timberline Office End User License Agreement. You may not use, copy, modify, or transfer the Sage Timberline Office software or this documentation except as expressly provided in the license agreement. ©2010 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. 04/2010 Document Number: 200010710301970 Installation Guide Contents iii Contents Installation Guide Section 1 Release Overview . 1 New Features in 9.7 . 1 Supported Operating Systems Change . 8 Installation Changes for 9.7 . 8 Installation Changes for Previous Releases . 9 Read the Supporting Documentation Before You Install . 11 Additional Documentation . 11 Online Help . 12 Sage Customer Portal . 12 Contact Customer Support . 14 Section 2 System Requirements . 15 Recommended Minimum Processor . 16 Recommended Minimum Random Access Memory (RAM) . 17 Hard Disk Space Required for Installation . 17 Hard Disk Space Required for Database Growth . 19 Hardware Requirements . 20 Software Requirements . 20 Additional Requirements for Estimating . 21 Supported Protocols . 22 Sage and Third-Party Compatibility With 64-Bit Operating Systems . 22 Sage and Third-Party Compatibility With Windows Server 2008 . 23 Access Rights . 23 Compatible Versions . 28 Supported Upgrade Paths . 29 Required Data File Upgrades for Accounting and Management Products . 30 Installation Guide iv Contents Section 3 Install Accounting and Management Products . 31 A. Before You Install . 31 B. Install to a Server or Stand-Alone Computer . 32 C. Install to a Workstation Connected to a Network . 34 D. Other Installation Scenarios . 36 E. Modify Security Settings . 37 F. Upgrade Data Files . 37 G. Install Crystal Reports XI (Optional) . 41 H. After You Install . 41 I. Final Steps . 44 Section 4 Install Estimating Products . 45 A. Before You Install or Upgrade . 45 B. Install to a Workstation . 46 C. Install to a Server . 49 D. Other Installation Scenarios . 50 E. Set up Stand-Alone Security Devices . 53 F. Set up License Manager . 54 G. Upgrade Estimates and Databases . 58 H. After You Install . 59 I. Upgrade Your Estimating Explorer Data . 60 Section 5 Sage Installation Manager . 63 Streamline the Process of Installing Accounting and Management Updates . 63 Set Up Sage Installation Manager . 65 Work with Sage Installation Manager . 67 1 Section 1 Release Overview New Features in 9.7 You will find the following enhancements to Sage Timberline Office in this release: Sage Timberline Office now available on DVD The 9.7 Accounting and Management Products and 9.7 Estimating Products are delivered on DVD. The installation has not changed due to the new format. Sage Installation Manager Streamline the Process of Installing Accounting and Management Updates Sage Installation Manager enables you to install software updates on numerous workstations from your Accounting server. Sage Installation Manager is installed on your Accounting server and workstations when you install 9.7 Accounting and Management Products. We recommend that you set up and begin using Sage Installation Manager to install software updates after you have upgraded to 9.7. You can use Sage Installation Manager to: check regularly for Sage Timberline Office updates. notify you when a new update is available. download new updates automatically or manually to your server. Installation Guide 2 Section 1 install updates on your Accounting server and Accounting and Management workstations. After an update has been downloaded to the server, you can install it on your server and workstations at your convenience. Email Notification Sage Installation Manager comes with an automatic email notification system. You can set up members of your staff to receive system notifications about software updates. In addition, you can use Sage Installation Manager’s messaging capability to communicate with members of your staff. For example, you can broadcast a scheduled installation time, and ask your staff to close Sage Timberline Office applications on their workstations before they leave for the day. NOTES: Although Sage Installation Manager notifies you when an update is available, we will continue to send email notification of software updates as well. The use of Sage Installation Manager is optional. You can continue to update your server and each workstation manually. Sage Installation Manager works with Sage Timberline Office Accounting versions 9.7.0 and later. For more information, see “Section 5” on page 63. Windows 7 and Windows Server 2008 R2 Compatibility and Support for Pervasive 10 Sage Timberline Office is now supported on Windows 7, Windows Server 2008 R2, and includes an upgraded Pervasive 10 database. For more about Sage system requirements, see “System Requirements” on page 15. Electronic Payroll Reports and eFiling Capability with Aatrix Aatrix Payroll Reports allow you to generate state and federal reports for withholding taxes, unemployment wage reports, and new hire reports using information extracted from Payroll. You can generate reports in Aatrix for official filing in several formats, depending on the type of report and the limitations set by state and federal authorities. Release Overview Section 1 3 To automate the process even further, we’ve partnered with Aatrix Software to offer you a number of additional services, including the option to eFile your forms. Of course, you’ll still have the option to print and mail the forms as you always have if you prefer. All new forms are printable as part of your regular service plan. However, should you choose to take advantage of the eFiling capabilities, those services are offered for a fee through our partnership with Aatrix. Version 9.6 and Change Made for Version Earlier Version 9.7.0 9.7.0 Tasks > Print Quarterly Tasks > Quarterly Reporting > The task has been moved Forms Generate Quarterly Magnetic and renamed. Original Media functionality has not changed. N/A Payroll: Tasks > Quarterly Aatrix State Forms and Reporting > State eFile and eFiling. Includes Reporting withholding, unemployment wage and new hire reports. Tasks > Print W-2 Tasks > Federal Reporting > The task has been moved Forms Generate W-2 Magnetic Media and renamed. Original functionality has not changed. N/A Tasks > Federal Reporting > Aatrix Federal Forms and Federal eFile and Reporting eFiling. Includes.