The following slides will answer some common questions that you need to ask before upgrading to the latest version of Sage 300 ERP.

1. Sage 300 ERP
Best Practices - How to Successfully Upgrade to Sage 300
ERP 2012

2. CPE Credit
• In order to receive CPE credit for this session, you must be present for the entire
session.
– Session Code: C-130
– Recommended CPE Credit = 1
– Delivery Method = Group Live
– Field of Study = Specialized Knowledge and Applications
• Visit the Sage Summit Connect kiosks to enter CPE credit during the conference.
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3. Introduction
• Simon Millichip – Supervisor, Customer Support Sage 300 ERP
• Tips and tricks on how to plan a successful upgrade to Sage 300 ERP 2012. Join this
session to get the answers to the most common questions about upgrading, including:
What pre-upgrade preparation do you need? How should you prepare your
environment? What's the most effective way to perform the upgrade? What needs to
be done after the upgrade? .
• Follow Sage on Twitter: @Sage_Summit
• Follow Sage 300 ERP Customer Support: @sage300erpcs
#SageSummit

4. Successful Upgrade
What does it look like?
What can we check?
Why is it Important?

5. Agenda
• Environment preparation
• Pre Upgrade procedures
• Performing the upgrade
• Post Upgrade procedures
• Q&A
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6. Environment Preparation
Sage 300 ERP 2012 Compatibility
• Verify Hardware Requirements
• Verify the Database Platform
• Verify the Operating System
• Verify the Recommended Configurations

7. Pre Upgrade
Sage 300 ERP 2012 Procedures
• Back up your Databases
• Obtain the Activation Codes
• Review the Documentation
-Sage 300 ERP 2012 Readme
-Sage 300 ERP 2012 Installation Guide
-Sage 300 ERP 2012 Update Guide

8. Pre Upgrade
Review Custom Applications
• Contact the Vendor or Developer
- Is it supported on my environment?
- Is it compatible with Sage 300 ERP 2012
- Are there any Product Updates required?
- What are the steps involved in upgrading?
- Do I need to prepare the data in any way for upgrade?

9. Pre Upgrade
Review Custom Reports & Macros
• Save/Backup any custom reports or macros
• Review the update notice and refer to the AOM
• Test the reports/macros in the upgraded version
• Run the reports/macros prior to upgrade and compare

10. Pre Upgrade
Preparing your Sage 300 ERP 2012 data
• Run Day End Processing (If you use Inventory Control)
• Post any open batches in A/R and A/P
• Post any open batches in G/L
• Check Data Integrity and correct any errors
• Perform any pre-required upgrade steps on 3rd party modules
• Print the Account Group Report (Optional)
• Install and Configure Internet Information Services

11. Pre Upgrade
Top 3 Tips
Backup
Perform a test upgrade
Do not force through an upgrade

12. Performing the Upgrade
Upgrade Steps for Sage 300 ERP 2012
• Uninstall the previous version of System Manager
• Install Sage 300 ERP Programs
• Install the latest Product Update
• Enter License Information
• Activate your data

13. Post Upgrade Procedures
For Sage 300 ERP 2012
- Run Data Integrity for each module
- Run selected reports to confirm information is the same
- Back Up data

14. Post Upgrade Procedures
For Custom Applications, Reports & Macros
- Ensure any application runs as expected
-For example if you use SageCRM you may need
to re-install the integration component
- Confirm Custom Reports & macros work

15. Q&A

16. Your Feedback is Important to Us!
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• Your feedback helps us improve future sessions and presentation techniques.
• Session code for this session: C-130
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17. Contact Information
• Presenter Contact Information:
– Simon Millichip
– Simon.millichip@sage.com
– Twitter hashtag <@sage300erpcs>
• Follow us @Sage_Summit
– Use the official Sage Summit hashtag: #SageSummit
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conference needs.
Thank you for your participation.