Sage HRMS Installation Guide

Sage HRMS

Installation Guide

This is a publication of Sage Software, Inc.

Sage product and service names mentioned herein are the trademarks of The Sage Group

plc or its licensors. All other trademarks are the property of their respective owners.

Last updated: June 21, 2024

Contents

Introduction 1

Support and resources 1

System requirements 2

Before you start 2

Installing Sage HRMS Payroll with other Sage 300 modules 2

Database Create credentials 3

Chapter 1: Installing Sage HRMS 4

Review Hardware and System Requirements 4

Step A: Install Sage HRMS on the server 4

Step B: Enable Server Protocols and the SQL Browser Service 7

Step C: Install the Sage HRMS client 9

Review Database requirements 9

Review Local Security Policies 10

Step D: Install SAP Crystal Reports 12

Chapter 2: Upgrading Sage HRMS 13

Before you start: 14

Step A: Upgrade the server 15

Step B: Install the latest product update 15

Step C: Upgrade the clients 16

Step D: Install SAP Crystal Reports 17

Step E: Upgrading customized payroll reports and check forms 17

Step F: Custom applications 20

Chapter 3: Uninstalling Sage HRMS 21

To uninstall Sage HRMS 21

Appendix 23

Verifying database connections 23

Re-registering Sage HRMS to add a module or option 24

iii

Sage HRMS Installation

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Introduction

Read all chapters in this guide before you install Sage HRMS. This guide provides instructions

for installing Sage HRMS for the first time and upgrading Sage HRMS from a previous

quarterly release.

Note: Before installing, consult with your business partner or Sage to ensure that this

program is compatible with customizations, integrated third-party applications, and

other configuration options. If you install this program independently, you assume

responsibility for any impact on your system.

Support and resources

Sage strives to provide you with the best help and support in the industry. If you have a

question, we're here to help!

Online Help: Click or press F1 within in the product to open the online help for the

window you are viewing. From within the help, you can click the Contents tab (on the left

side of the window) to explore a variety of topics, click the Index tab to look for topics

related to a particular keyword, or use the search box (in the upper right corner of the

window) by typing a particular word or phrase and clicking to search for topics

containing that text.

Product Documents: Access this and other documents from the Sage HRMS Product

Documents website.

Community Hub: Visit the online community at https://communityhub.sage.com/us/sage_

hrms/ for blogs, tips, and guidance for your Sage programs.

SageKnowledgebase: Search the Sage Knowledgebase, which provides 24/7 access to

support articles as well as the latest software downloads and updates.

Customer Support: For other support resources, visit the Sage Support Resource Centre

page, select your country, and then select your product.

Sage HRMS Installation

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SageUniversity: Learn pro tips for year-end processing in online or classroom courses.

Visit http://SageU.com and log on or create an account to register for training.

Tax forms: Because all printed forms have variations, Sage HRMS Payroll only supports

forms printed by Sage Checks and Forms. Call Sage Checks and Forms at 800-617-3224

or order online at www.SageChecks.com.

System requirements

See Sage Knowledgebase article 225924250083549 for the hardware and software

requirements for all versions of Sage HRMS and Sage Employee Self Service.

Before you start

Make sure you have the following items before you install or upgrade:

Sage HRMS installation package (Sage HRMS: Download Portal)

SAP Crystal Reports installation package (Sage Knowledgebase Crystal Reports)

In addition to reading this document, read the Sage HRMS release notes if you are upgrading

from a prior version.

Note: You can find the latest documentation on the Sage HRMS Product Documents

webiste. This website is also linked from the Help menu in Sage HRMS.

Installing Sage HRMS Payroll with other Sage 300 modules

Donot install Sage HRMS Payroll on a server containing Sage 300 Project and Job Costing.

We recommend you use virtual workstations for the client instances of Sage HRMS.

Note: When Sage HRMS is installed without Payroll, the program supports integration

with Sage 300 Project and Job Costing. The tool that facilitates this integration is called

Sage Payroll Link. Visit the Sage HRMSProduct Documents website to download the

Sage 300 Payroll and Sage HRMS Integration Guide (Sage Payroll Link 7.1C

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Database Create credentials

The installation requires Database Create credentials. For the installation, the SQL account to

be used during the installation must have full DB Create (administrative) credentials, such as

username SA (System Administrator) and the password.

If the Enterprise SQL DB Administrator will not provide an account with DB Create

credentials, do the following:

Have the Enterprise SQL DB Administrator create a SQL account specifically for the Sage

HRMS database and give that account name to the install team.

After the install, have the Enterprise SQL DB Administrator downgrade this account to DB

Owner credentials only. Be advised that the account used during installation is the same

account and password that will be used by the Sage HRMS application. To test this

account and password combination, refer to the Database Connection Tool instructions.

You can only enter alphanumeric characters (alphabetic characters a-z, A-Z, and numeric

characters 0-9) in fields on the install screens, such as for a company name or server name.

The text cannot contain spaces or special characters (such as #) or punctuation marks.

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Chapter 1: Installing Sage HRMS

This chapter provides instructions to install the desktop version of 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, use the instructions

in Chapter 2 Upgrading Sage HRMS.

The installation of Sage HRMS consists of two separate installations: installing on the server

and installing the software clients. A client can either be installed on the 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.

Review Hardware and System Requirements

Verify that the Server on which you plan to install Sage HRMS, and each client workstation that

requires access to Sage HRMS, meets the system requirements described in the Sage

Knowledgebase 225924250083549 article. Ensure that the version of Microsoft SQL Server

is also supported as noted in the same article.

Important! Microsoft .NET Framework 4.5.2 or higher must be installed on the

machine before installing the Sage HRMS client. The standard MS Windows updates

should have installed .NET4.5.2, but we recommend that you verify the .NET version

on the machine before beginning the installation.

Step A: Install Sage HRMS on the server

Note: To install, you must have Administrator privileges. Each Sage HRMS program

user

must have read access (at a minimum) to the Windows registry in order to use the

program and install ongoing product updates.

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1. At the server machine, check whether Microsoft SQLServer is installed.

If a supported version of Microsoft SQLServer is already installed, skip to step 3.

If you do not already have one of the supported versions of Microsoft SQLServer

installed, proceed to step2.

2. Download and install SQL Server Express Edition:

Note: SQL Server Express Edition is a free download from Microsoft, but the

Profiler feature is not available in this edition. We recommend that you only use

SQL Server Express Edition if no more than 500 employees will be using the

program.

a. Visit www.microsoft.com and search for SQL Server Express (a free download)

and download it to your server.

b. After the download file is saved to your server, access it locally (not from the

network), right-click the SQLEXPR*.exe file, and choose Run as administrator.

Select Install SQL Server Express Edition and proceed with the installation.

The system checks for, and if necessary, installs prerequisites for the installation

(such as Windows Installer, .NET Framework, and MDAC 2.8) before it begins

installing SQL Server Express edition.

d. When the SQL Server Express Edition installation is complete, restart your

server.

3. At the server machine, open the Sage HRMS installation package from Sage, right-click

the setup.exe file, and choose Run as administrator.

If a prompt appears asking which account to use to run the program, clear the Run this

program with restricted access check box and click OK.

Important! You must also save this installation package unzipped to a location

where it

cannot

be deleted. This is critical to support the product updates.

4. When the Sage HRMS Installer welcome window opens, click Next.

5. In the License Agreement window, review the Sage End User License Agreement,

accept the terms, and then click Next.

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6. In the Customer Information window, enter your Username and Organization, and then

click Next.

7. Either accept the default destination folder where the Sage HRMS Server will be

installed—or click Change and select another destination. Then, click Next.

In the SQL Setup window, enter the required information. Note the following:

Server, User, Password

If you are using SQL Server Express, enter <SQLServerName\Instance Name> for

the Server Name, then enter sa for Username and the password for the server

SystemAdministrator (sa) account .

If you are using SQL Server, enter the <SQLServerName>, Username, and

Password. The SQL Server user must have administrator privileges.

Do not use localhost for the server name if you plan to install remote clients.

Databases

Database names cannot include periods.

Database names cannot have more than 14 characters.

The databases displayed are the default SQL databases that are installed.

SageHRMS_Live and SageHRMS_System are both required.

9. If you want to include sample data with your installation, select the Install Sample Data

check box. The following three sets of sample data are installed regardless of your

configuration:

Sample Database is the sample HR database.

Sample Payroll Database is the sample U.S. Payroll database.

Sample Canadian Payroll Database is the sample Canadian Payroll database.

Note: Your users can practice performing tasks with the sample data from a

simulated company without affecting your live company data.

10. Click Next to establish a connection with the server.

If you receive a message that the server name, username, or password are invalid,

verify that your entries in step8 are correct.

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If you installed 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.

11. In the Ready to Install the Program window, verify that your settings are correct, then

click Install.

12. When the server installation is complete, click Finish in the Install Completed window.

13. If prompted, restart your system.

14. Set the sharing settings for all Sage HRMS and Payroll users:

a. From Windows Explorer, go to the destination folder where you installed the

server. (The default location is C:\ProgramData\Sage\SageHRMSServer.)

b. Right-click the SageHRMSServer folder and select Properties.

c. Click the Sharing tab and Share the folder. You may be required to click the

Advanced Sharing button to proceed depending on your system.

d. Set the Permissions for all users who access Sage HRMS over the network on

the shared folder to Allow Full Control.

e. 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."

f. Click Apply and then OK to close.

Note: If your company uses Aatrix to submit forms, you must set up Windows security on the

application server. The typical location for this on the application server is:

C:\ProgramData\Sage\SageHRMSServer\Payroll\Aatrix. Allow access to this Aatrix folder

only for users who will be submitting Aatrix forms.

Step B: 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.

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To enable Server Protocols

Open the SQL Server Configuration Manager.

Depending on your version of Microsoft SQL Server, this may be from the Start menu >

All Programs > Microsoft SQL Server > Configuration Tools > SQL Server

Configuration Manager.

2. In the left panel, expand SQL Server Network Configuration and SQL Native Client

Configuration.

3. Click Protocols/Client Protocols.

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. In the SQL Server Configuration Manager, select SQL Server Services.

2. In the left panel, highlight SQL Server Service.

3. Verify that Service name SQL Server (MSSQLSERVER) Startup type is set to

Automatic and that Service status is set to 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 then 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.

10. In the Computer Management window in 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.

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Step C: 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.

Note: Each Sage HRMS program

user

must have read access (at a minimum) to the

Windows registry in order to use the program and install ongoing product updates.

Before installing the client

To install these components, you must have administrator privileges. If you are not a member

of the administrators group and you plan to install the client on Windows 10 or Windows 11 or

Windows Server 2016 or higher, you will be required to enter an administrator user account

and password before you can continue.

Review Database requirements

Review the Microsoft SQL Server Management Studio hardware and software

recommendations discussed in the Product System Requirements article to ensure you are

using one of the supported SQL versions.

Note: You must provide a SQL Server logon that has been given administrator

privileges.

Database Create credentials

The installation requires Database Create credentials. For the installation, the SQL account to

be used during the installation must have full DB Create (administrative) credentials, such as

username SA (System Administrator) and the password.

If the Enterprise SQL DB Administrator will not provide an account with DB Create

credentials, do the following:

Sage HRMS Installation

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Have the Enterprise SQL DB Administrator create a SQL account specifically for the Sage

HRMS database and give that account name to the install team.

After the install, have the Enterprise SQL DB Administrator downgrade this account to DB

Owner credentials only. Be advised that the account used during installation is the same

account and password that will be used by the Sage HRMS application. To test this

account and password combination, use the Database Connection Tool.

You can only enter alphanumeric characters (alphabetic characters a-z, A-Z, and numeric

characters 0-9) in fields on the install screens, such as for a company name or server name.

The text cannot contain spaces or special characters (such as #) or punctuation marks.

Verify Database connections

Use the Database Connection Tool to verify the connection to the Sage HRMS database.

1. From the Start menu on the server, select Start > Sage > Database Connection Tool.

2. Review the Server(name), User ID, and Password under SQL Server Settings.

3. Click Test Connections to test for valid connections to the databases.

If all connections are successful, the test results display “Successful."

If you receive a message that the connections failed, verify that your entries are correct.

4. Click OK to return to the Database Connection Tool window, and then click Save to

establish your database connections.

Review Local Security Policies

Before installing Sage HRMS with Payroll (U.S., Canadian, or both), we recommend that you

review your SQL Server and Local Security Policies on the server where the installation or

upgrade will take place. This should be completed before starting the install process.

Important! Starting with Sage HRMS Q1 2024, user security policies are now enforced

by Windows Account Policies on the machine running MS SQL Server. If you are

upgrading from the Q1 2024 version of Sage HRMS or later and have already updated

your Admin's password to meet the password complexity rules, no changes are

required to the Minimum password age security policy as mentioned below.

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To review your Local Security Policies

1. On your SQL Server machine, select Start > Windows Administrative Tools > Local

Security Policy

2. In the left panel, expand Account Policies and select Password Policy

3. Ensure that the Minimum password age is set to 0. This step is necessary to allow the

Admin's password to be changed during the install due to security enhancements and

can be changed after the install(or upgrade) is completed.

4. Review the following additional security policies as well:

Account Lockout Threshold

Enforce Password History

Maximum Password Age

Note: The Minimum password length security policy is still set in the Sage 300

Advanced Security Settings screen(Database Setup). The minimum password length

is now 8 characters.

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.

If you are installing on a separate 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.

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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 Payroll Link,Sage 100 Premium G/L

Export, 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. When the file update and restart are complete, the Sage HRMS Logon window appears.

Step D: Install SAP Crystal Reports

To install SAP Crystal Reports

1. Visit the Sage HRMS DownloadPortal.

2. Locate the section for "Integrated products (if included with your purchase)".

3. Select the "Download SAP Crystal Reports XXXX" link and log in.

4. Click the direct download link and follow the steps in the article to install the program.

SAP Crystal Reports Designer

SAP Crystal Reports Designer is provided as a component of Sage HRMS. The Designer

version provides the option to create, modify, and use custom and ad hoc reports in Sage

HRMS. If this component isnot installed, you can still view and print standard reports in Sage

HRMS, but you cannot modify them.

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Chapter 2: Upgrading Sage HRMS

This chapter provides instructions to upgrade Sage HRMS from a previous quarterly update.

To familiarize yourself with the process and make sure you have everything you need for a

successful upgrade, be sure to read all the steps before you start the upgrade.

Note: Before upgrading, consult with your business partner or Sage to ensure that this

program is compatible with customizations, integrated third-party applications, and

other configuration options. If you install this program independently, you assume

responsibility for any impact on your system.

Important! Starting with Sage HRMS Q1 2024, Sage HRMS Integrated now uses

enhanced security features. User security policies are now enforced by Windows

Account Policies on the machine running MS SQL Server.

Upgrade Prerequisites

If you are upgrading Sage HRMS Payroll (U.S. or Canadian):

If you are upgrading from version prior to Q1 2024, review your Local Security

Policies on your SQL Server machine and set the Minimum Password age to 0 .

This step is necessary to allow the Admin's password to be changed during the

install due to security enhancements and can be changed after the install(or

upgrade) is completed.

Verify that you are upgrading from a supported version of the Payroll Modules.

Verify you have access to the Sage HRMS Client using the Master user account

information before upgrading.

Review the sharing settings on the SageHRMSServer folder.

Verify the SQL account to be used during the installation has full DB Create

(administrative) credentials.

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Before you start:

Before you begin the upgrade, complete all payroll processing and print your payroll

checks.

Make sure all users have exited the program.

Back up your data:

If you have an HR-only installation (no Payroll), follow your regular backup

process

If you have Payroll installed, backup up all HRMS and Payroll databases before

upgrading

Starting with Q1 2024 , it is also recommended that you include the “Vault” and

“Store” databases in your database back up process as well

If you have Payroll installed, you must also complete the steps below before starting the

upgrade

Make a copy of both the SITE and USER folders located in the Shared Data

folder. The typical location on the application server at:

C:\ProgramData\Sage\SageHRMSServer\Payroll\ .

Backup all Custom Report folders. These folders should contain the

customized .RPT report and only the .DLL’s used for each of your customized

payroll reports

Important! Microsoft .NET Framework 4.5.2 or higher must be installed on the

machine before installing the Sage HRMS client. The standard MS Windows updates

should have installed .NET4.5.2, but we recommend that you verify the .NET version

on the machine before beginning the installation.

Sage HRMS Installation

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Step A: Upgrade the server

You must have administrator privileges to install the upgrade.

Back up your data. Starting with Q1 2024 , it is also recommended that you include the

new “Vault” and “Store” databases in your regular SQL Server Backup processes.

Note: Sample data is always overwritten during an upgrade. Live data is never

overwritten, but having a backup is recommended.

2. At the server machine, open the Sage HRMS installation package, right-click the

setup.exe file, and choose Run as administrator.

When the Sage HRMS Installer opens, click Upgrade Sage HRMS.

The Preparing to Install window opens and the server upgrade process begins.

If a prompt appears asking which account to use to run the program, clear the Run this

program with restricted access check box and click OK.

4. When the Sage HRMS Installer welcome window opens, click Next.

5. The installation starts and the progress bar displays during the installation. Follow the

prompts to accept the terms and proceed with the installation.

6. When the server installation is complete, click Finish on the Install Completed window.

7. If prompted, restart your system.

Step B: Install the latest product update

Before upgrading the client machines, you must install the latest quarterly product update for

Sage HRMS. This ensures that your installation contains any changes made to the software

after the product was released.

To download and install the latest product update

1. Visit the Sage HRMS Download Portal.

2. Click the appropriate download link and log in if required.

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3. In the Resolution section, select the appropriate quarterly update link.

4. On the Download Center page, click the Download button to start the direct download of

the product update.

Step C: Upgrade the clients

To upgrade the clients, you must be logged in as a user with administrator privileges.

Note: If Microsoft .NET Framework 4.5.2 isnot already installed on the machine, it will

automatically be installed with the client.

For each remote client machine accessing Sage HRMS, complete the following steps:

1. At the client machine, select Start > All Programs > Sage > Sage HRMS Client > Sage

HRMS Client.

2. When a message prompts you to perform the client upgrade, click Yes.

3. When the client upgrade is complete, a message prompts you to restart Sage HRMS.

If you arenot installing Sage HRMS Payroll:

a. Click Finish

b. In the Update window, click OK to update your files.

When file update is complete, the Sage HRMS Logon window opens. Either:

If you are using Windows authentication to log on, select Use Windows

Logon.

Otherwise, enter your username and password, and then click Logon.

d. When a message prompts you to upgrade your data, click OK.

Installation is now complete for HR-only systems.

If you are installing Sage HRMS Payroll:

a. Click Finish.

b. In the payroll modules window, click Yes to install the upgraded payroll modules.

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c. When the payroll modules installation is complete, the Update window opens.

Click OK to upgrade your data.

d. When the upgrade is complete, the Sage HRMS Logon window opens.

Step D: Install SAP Crystal Reports

To install SAP Crystal Reports

1. Visit the Sage HRMS DownloadPortal.

2. Locate the section for "Integrated products (if included with your purchase)".

3. Select the "Download SAP Crystal Reports XXXX" link and log in.

4. Click the direct download link and follow the steps in the article to install the program.

SAP Crystal Reports Designer

SAP Crystal Reports Designer is provided as a component of Sage HRMS. The Designer

version provides the option to create, modify, and use custom and ad hoc reports in Sage

HRMS. If this component isnot installed, you can still view and print standard reports in Sage

HRMS, but you cannot modify them.

Note: The current version of Sage HRMS does not support SAP Crystal Reports

Designer versions before 2016.

Step E: Upgrading customized payroll reports and check

forms

If your standard reports (such as the Payroll Register and Transaction History) were

customized by you or a business partner, the system stores the customizations as RPT and

DLL files in the following Windows folder and subfolders on your Sage HRMS application

server machine:

[Drive]:\ProgramData\Sage\SageHRMSServer\Payroll\CustomReports\UP###\ or CP###\

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When a user opens a standard payroll report with customizations, the system reads the RPT

and DLL files stored in the \CustomReports subfolders on the server to generate the report

with the customizations.

If the RPT and DLL files are not in the \CustomReports subfolders when the report is opened,

the system automatically reads the standard report files from the user’s local machine in the

following folder:

[Drive]:\Program Files (x86)\Sage\Sage Accpac\UP###\ENG

When you perform an upgrade of Sage HRMS Payroll (U.S. or Canadian), only standard

payroll reports are upgraded. With the Q1 2024 Sage HRMS release, the following standard

report file paths have been updated as follows:

[Drive]:\Program Files (x86)\Sage\Sage Accpac\UP80A\ENG for standard U.S. Payroll

reports and check forms

[Drive]:\Program Files (x86)\Sage\Sage Accpac\CP80A\ENG for standard Canadian

Payroll reports and cheque forms

[Drive]:\Program Files (x86)\Sage\Sage Accpac\GL71A\ENG for Payroll General Ledger

reports

[Drive]:\Program Files (x86)\Sage\Sage Accpac\BK71A\ENG for Payroll Bank reports

Note: If you manually customized any standard reports, you must manually maintain

the custom report files so they can be accessed after the upgrade is installed.

To maintain your customized standard reports:

Open the folder file path where the standard report DLL files are stored for the newly

installed version (80A and 71A).

For example, for the Payroll Register report, go to C:\Program Files (x86)\Sage\Sage

Accpac\UP80A\.

For the DLL files associated with customized reports, right-click and select Copy.

Tip: If you don't know which DLL files are used for the reports, see Knowledgebase

article 224924750071417 for instructions to identify the associated files. For example,

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if you customized the Payroll Register report, you may need to copy the UPQREG.DLL

and upreggl.dll files.

Warning! If you copy and paste or move DLL files other than those associated with

your customized reports, you may cause system errors. DLL files are used to

dynamically link codes, databases, and procedures for the software. The files

should be moved only if you are certain they are the correct files for customized

standard reports.

Go to the Custom Reports version folder on the Sage HRMS Server machine for the

latest install.

For example,

C:\ProgramData\Sage\SageHRMSServer\Payroll\CustomReports\UP80A (or \CP80A

for Canadian Payroll).

Right-click and Paste the copied DLL files to this folder.

5. Log in to Sage HRMS client.

Open your customized standard report and verify the customizations are present.

Important! If you receive an error when viewing your customized standard reports, you

must recreate the customizations. We recommend you recreate the customizations in

the new RPT files (in the *80A\ENG folders) so you capture the enhancements we

provide with the upgrade.

7. Repeat these steps for all standard reports that you customized.

Note: Sage may periodically update a standard report to show a new field or report

additional information. When you customize the standard reports, you may lose the

ability to access these enhancements in the product updates.

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Step F: Custom applications

After upgrading, if you use custom applications that integrate withSage HRMS, you must

designate the location of the applications.

You can use the Abrawin.ini file to specify the location of the custom applications:

1. On the server, create a folder where your custom or third-party applications will be

located.

2. Install the custom or third-party applications into this folder.

3. Open the Abrawin.ini file (located in the \SageHRMSServer folder) and add a [Sage

HRMS] section that designates the path to the custom applications folder

Example: Add the following line to the Abrawin.ini to direct Sage HRMS to search the

Third Party Apps folder for the custom applications installed in the folder. (Sage HRMS

will search only in the root path, not in sub-folders.)

[Sage HRMS]CustomApps = C:\Sage HRMS\Third Party Apps\

4. Save the file.

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Chapter 3: Uninstalling Sage HRMS

To completely uninstall Sage HRMS, you must uninstall the clients and the server. If your

system includes Sage HRMS Payroll, there are several modules that will also be uninstalled

with the process. You must have administrator privileges to uninstall.

The following programs are installed for an HR/Payroll system. Only the first two programs,

Sage HRMS Client and Sage HRMS Server, are part of the core Sage HRMS. The remaining

programs are for Payroll.

Sage HRMS Client

Sage HRMS Server

Sage HRMS Payroll Bank Module

Sage HRMS Payroll General Ledger Module

Sage HRMS Payroll Sync

Sage HRMS Payroll System Manager

Sage HRMS Payroll (U.S. or Canadian) Payroll Module

Sage HRMS Payroll (U.S. or Canadian) Tax Module

Important! To uninstall Sage HRMS, remove the programs in the order listed. You must use

the Add/Remove Programs function to uninstall the Sage HRMS application—you cannot

use setup.exe to uninstall.

To uninstall Sage HRMS

1. Go to Add/Remove Programs in the Control Panel. (Accessing the Control Panel

depends on your operating system.)

Remove Sage HRMS Client.

Sage HRMS Installation

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Note: When the client is uninstalled, all Sage HRMS Payroll modules are also

automatically uninstalled.

3. Remove Sage HRMS Server.

4. Repeat steps 2 and 3 for all applicable programs in the order listed above.

Sage HRMS Installation

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Appendix

This appendix includes the following topics:

Verifying database connections

Re-registering Sage HRMS to add a module or option

Verifying database connections

Use the Database Connection Tool to:

Verify an existing database connection.

Change existing information in order to establish a connection with a different server if you

move your Sage HRMS database.

To use the Database Connection Tool

1. From the Start menu on the server, select All Programs > Sage > Sage HRMS Server >

Database Connection Tool.

2. In the Database Connection Tool window, enter your server name, user ID, and

password. You must provide a SQL Server logon that has been given administrator

privileges.

3. Enter the names of your Live Database and Sample Database. If you are using Payroll,

enter the names of the Payroll System Database and Payroll Sample Database; also,

enter the User ID and Password for the payroll link.

4. Click Test Connections to test for valid connections to the databases.

If all connections are successful, the test results display “Successful."

If you receive a message that the connections failed, verify that your entries are

correct.

5. Click OK to return to the Database Connection Tool window, and then click Save to

establish your database connections.

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Re-registering Sage HRMS to add a module or option

If you have an existing Sage HRMS system and want to add another module or option, simply

re-register Sage HRMS.

If you are adding U.S. Payroll or Canadian Payroll, you must set up the payroll database. For

more information, see the

Sage HRMS Payroll Getting Started Guide

on the Product

Documents website.

Notes:

Changing the serial number or installation code requires you to restart Sage HRMS.

If you add U.S. Payroll to a Canadian Payroll system—or add Canadian Payroll to a

U.S. Payroll system, you must change the Country setting to Both after re-

registering and restarting Sage HRMS. From the navigation pane, go to Setup >

System > Enterprise Setup to change the Country setting.

You need your serial number and installation code to add new items to your system. If you

donot have this information, call Sage HRMS Customer Service.

To re-register Sage HRMS

1. Launch Sage HRMS.

2. Select Help > Register Sage HRMS.

The Register Sage HRMS window shows your current serial number and installation

code.

If you are re-registering to add another module, option, or link, enter your new serial

number and installation code.

If you want to add the Sage 100 Payroll Link, Sage 100 Premium G/L Export, Sage

500 ERP G/L, or Sage X3 G/L, select the associated check boxes.

4. Click OK to complete the registration and close Sage HRMS.

5. A message prompts you to restart Sage HRMS.

Launch Sage HRMS and then log on.

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The main menu and navigation pane reflect the new options and modules as registered.

Note: When you add a link or interface, they become accessible from the

ConnectedServices menu.

7. To keep your system secure, review your user and group security, and then make any

necessary changes for the new products or options you installed.

Sage HRMS Installation

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