Install MAS 90 / MAS 200 4.xx to a new location
NOTE: Throughout this document, different versions of Sage MAS 90 are referenced. This procedure should be useable on any version. Leave yourself time to test these procedures and always make a backup.
Upon successful completion of new installation create a storage folder in the parent directory.The parent directory is generally the folder just above the MAS90 directory).In this example "Version4" would be the parent (Ex: ..\..\VERSION4\MAS90)
Create a new storage folder called "PARALLEL_410" in the parent directory
Open PARALLEL_410 directory
Create MAS90 directory
Open MAS90 directory
·Create MAS_SYSTEM sub directory
·Create SOA sub directory
·Create HOME sub directory
Open HOME directory
Create LIB sub directory
Open LIB directory
·Create _WEB sub directory
·Create _DICT sub directory
Files to be copied to the new..\..\MAS90\MAS_SYSTEM directory
1)Browse to the new ..\..\MAS90 directory and move the files listed below to the ..\..\VERSION4\PARALLEL_410\MAS90\MAS_SYSTEM storage folder
2)Once files have been moved out browse to the old ..\..\MAS90\MAS_SYSTEM directory
3)Copy the files listed below to the new ..\..\MAS90\MAS_SYSTEM directory
CM_ENTITY.M4T- CM Entity
CM_LOG.M4T- Customizer Log Table
CM_OPTIONS.M4T- Customizer User Options
CM_UDF.M4T`- Customizer User-Defined Fields
CM_UDFIOLIST.M4T- CM UDF IoList
SY_ACTIVATION.M4T- Activation done for Companies create
SY_COMPANY.M4T- Companies Created
SY_ROLES.M4T- Security Roles Information
SY_ROLESECURITY.M4T- Security Roles Information
SY_USER.M4T- User Security Information
SY_USERSECURITY.M4T- User Security Information
SY_SURROGATE.M4T`- Surrogate to COMPANY, ROLES, and USER tables
SY_ZIPCODE.M4T- ZIP Codes
Files to be copied to the new ..\..\MAS90\SOA directory
1)Browse to the new ..\..\MAS90 directory and move the files listed below to the ..\..\VERSION4\PARALLEL_410\MAS90\SOA storage folder
2)Once files have been moved out browse to the old ..\..\MAS90\SOA directory
3)Copy the files listed below to the new ..\..\MAS90\SOA directory
SY_01.SOA- Tax Schedule Header File
SY_02.SOA- Tax Schedule Detail File
SY_03.SOA- Tax Code Header File
SY_04.SOA- Tax Code Detail File
SY_05.SOA- Tax Class Master File
SY1TAX.SOA- Tax Schedule To State & Zip Code XRef
SY1CCP.SOA- Credit Card Processing Xref File
SY1Q01.SOA- ALE Query - Main Definition- Optional
SY1Q02.SOA- ALE Query - Column Definitions- Optional
SY1Q03.SOA- ALE Query - Filter Definitions- Optional
SY1Q04.SOA- ALE Query - Expressions- Optional
SY1QDD.SOA- ALE Data Dictionary Specifications- Optional
Files to be copiedto the new..\..\MAS90 directory
1)Browse to the new ..\..\MAS90 directory and move the files listed below to the ..\..\VERSION4\PARALLEL_410\MAS90 storage folder
2)Once files have been moved out browse to the old ..\..\MAS90 directory
3)Copy the files listed below to the new ..\..\MAS90 directory
PROVIDEX.DDF
PROVIDEX.DDE
Files to be copiedto the new..\..\MAS90\HOME\LIB directory
1)Browse to the new ..\..\MAS90\HOME\LIB directory and move the files listed below to the ..\..\VERSION4\PARALLEL_410\MAS90\HOME\LIB storage folder
2)Once files have been moved out browse to the old ..\..\MAS90\HOME\LIB directory
3)Copy the files listed below to the new ..\..\MAS90\HOME\LIB directory
_PROVIDEX.DDF
_PROVIDEX.DDE
Files to be copiedto the new..\..\MAS90\HOME\LIB\_WEB directory
1)Browse to the new ..\..\MAS90\HOME\LIB\_WEB directory and move the files listed below to the ..\..\VERSION4\PARALLEL_410\MAS90\HOME\LIB\_WEB storage folder
2)Once files have been moved out browse to the old ..\..\MAS90\HOME\LIB\_WEB directory
3)Copy the files listed below to the new ..\..\MAS90\HOME\LIB\_WEB directory
PROVIDEX.DDF
PROVIDEX.DDE
Files to be copiedto the new ..\..\MAS90\HOME\LIB\_DICT directory
4)Browse to the new ..\..\MAS90\HOME\LIB\_DICT directory and move the files listed below to the ..\..\VERSION4\PARALLEL_410\MAS90\HOME\LIB\_DICT storage folder
5)Once files have been moved out browse to the old ..\..\MAS90\HOME\LIB\_DICT directory
6)Copy the files listed below to the new ..\..\MAS90\HOME\LIB\_DICT directory
PROVIDEX.DDF
PROVIDEX.DDE
Copy the client data directories to the new..\..\MAS90 directory
Client data directories will appear as ..\..\MAS90\MAS_XXX where XXX represents the company code
1)Browse to the old ..\..\MAS90 directory
2)Copy client data directories to the new ..\..\MAS90 directory
For installations where Custom Office is installed
Application directories consist of 2 letters (Ex: AP, AR, GL, IM, SO)
1)Browse to the old ..\..\MAS90 directory.
2)Check each application folder to see if a "Custom" sub directory exists (Ex: ..\..\MAS90\AP\CUSTOM)
3)Copy each sub directory to the appropriate application folder in the new ..\..\MAS90 directory
For installations where Visual Integrator is installed
1)Browse to the new ..\..\MAS90 directory
2)Move the VI directory to the ..\..\VERSION4\PARALLEL_410\MAS90 storage folder
3)Once files have been moved out browse to the old ..\..\MAS90 directory
4)Copy the VI folder to the new ..\..\MAS90 directory
For installations where E-Business Manager is installed
1)Browse to the new ..\..\MAS90 directory
2)Move the IMAGES directory to the ..\..\VERSION4\PARALLEL_410\MAS90 storage folder
3)Once files have been moved out browse to the old ..\..\MAS90 directory
4)Copy the IMAGES folder to the new ..\.\MAS90 directory
5)All templates will need to be re-created or re-modified if not using defaults
6)Re-publish 4.10 Jscripts (*.js) and Style Sheets (*css) with files installed during 4.10 installation
7)For further information on how to publish refer to Sage Software Knowledge base and search on "How to publish"
Proceed with 4.10 Upgrade
Upon successful completion or 4.10 upgrade installation proceed to 'Additional Steps…'
Additional Steps to complete once MAS 4.10 has been successfully installed
Install Fix Collection (Note: v4.1+ should use the latest service update)
For best results download the collection (if service update use the instructions for installing the service update) and unzip to a temporary location.Only patch those modules that are actually owned.Patching modules that don't exist in client installation can result in errors when processing through MAS 90 / MAS 200.
Note: The following instructions only apply to versions 4.05 and earlier. All later versions of MAS 90 use a self-installing service update.
1)Unzip the collection to a temporary location (Ex: C:\MASFixes)
2)Browse to that location once the collection has been unzipped
3)Open the 4.10 TipIndex.htm documentation and review all sections prior to the "Individually Fixed Programs" listing.These additional steps are required to successfully patch MAS 90 / MAS 200 4.10 properly
Verify that no path information exists in the SY_Company.M4T file.
In most cases the path for the clients data is directly under the ..\..\MAS90 directory. For the new installation it is imperative that the path to the clients data directories is removed if it has been written to the SY_COMPANY.M4T table.Not doing so can result in serious damage to client data files that reside in the old ..\..\MAS90 directory.
1)Open Library Master / Utilities / Data File Display and Maintenance
2)For 'Filename' enter SY_COMPANY.M4T
3)Check field 13 AlternateDirectory$ for each record and verify that there is no path information.It information exists on that line click on the 'Edit' button and clear the contents of the 'Change' textbox and click on Ok then Ok again to verify changes.
4)Check field 14 AlternatePayrollDirectory$ for each record and verify that there is no path information. It information exists on that line click on the 'Edit' button and clear the contents of the 'Change' textbox and click on Ok then Ok again to verify changes.
Error Message "Record c/ABC can not be found in SY0CTL.SOA file" may occur when client goes to access tasks or when trying to print
To resolve this issue do the following:
1)Open Library Master / Main / Company Maintenance
2)Select the first company and click on 'Accept'
3)Do this for each company
4)This will cause the program to create the record in SY0CTL.SOA file
Restoration of Custom Reports
Copy any custom reports that have been created and saved in the old ..\..\MAS90\REPORTS directory to the new ..\..\MAS90\REPORTS directory.Then copy all subdirectories of the old ..\..\MAS90\REPORTS directory to the new ..\..\MAS90\REPORTS directory
Rename the ###-XXX subdirectories that were just copied into the new ..\..\MAS90\REPORTS directory to !###-XXX where XXX represents the company code.This will be done to insure as new form codes and folders are being created the real forms / reports are not being overwritten.Once all form codes have been created for each company from the front end of the program the real forms can than be copied into their appropriate subdirectories for use by the client.
Custom Reports created by Client / Partner
The old legacy custom reports that were created prior to 4.x will have a naming convention of APW100, APW101 and up.The first 2 letters represent the module in which they were created and then are numbered from 100 and up.If they were created for 4.10 and have the new naming convention already in place then the end of the file name will have CUSTOM.RPT
Custom Canned Reports created by Sage Software
These reports appear as (Ex: APW001, APW002 etc. ) The first 2 letters represent the module in which they were created and then are numbered from 001 to 099. It will not be necessary torestore these items as they are canned reports created by Sage Software. During the installation of MAS 90/MAS 200 Software the items where added back into the appropriate Custom Reports directories automatically.These reports will be recreated in the subdirectories under ..\..\MAS90\REPORTS as the user community begins to use them.
To Add Reports back into the Report Manager using the new features do the following:
All reports to be added using the new Report Manager Interface will need to include "custom.rpt" at the end of the file name or it will not retain the path when adding the report via Report Manager Wizard
2)Begin by going into the first renamed subdirectory(Ex: !###-ABC)
3)Determine which files are Custom Reports
4)Only files ending with .rpt are actual Crystal files.The rest is storage, renamed due to conversions and so forth.
5)These items can be deleted safely
6)Before adding reports back into the new installation take this opportunity to weed out items that are no longer being used.
7)Open each Custom Report to view what it is and if it is still needed.
(Note: When the legacy reports were added the naming convention used assigned file names that did not let the user / partner know what it contains.)
8)Once it has been determined what the report from Crystal Reports select File / Save As and save the report to the\MAS90\REPORTS directory with a more suitable name.Be sure to include "custom.rpt" at the end of the file name selected.(Ex: QuarterlyStatisticsCustom.rpt)
9)Go through each sub directory until this task is completed and all files have been named and saved to the Reports directory.
10)Open Library Master / Setup / Report Manager
11)Select the module needed to add Custom Reports back in and right click on that item
12)Select 'Add New Report to Menu'
13)When the Wizard opens click on 'Next'
14)Select the 'Module'
15)Browse to the ..\…\MAS90\REPORTS directory and select the report to be added
16)Assign Report Name that will appear in Custom Reports and click on 'Next'
17)Select the user roles that will allowed access to report and click on 'Next'
18)Click on Finish to complete the process of adding the report to the menu launcher
19)Repeat process until all reports are back in place
Restoration of Custom Forms:
Custom Forms created by the Client / Partner
New forms that are created will be saved to the ..\..\MAS90\REPORTS\###-### and ###-XXX directories. Where XXX represents the company code.(Ex: APWFHA1.RPT, APWFAA1.RPT, etc.)The fouth letter of all Forms file names will contain an 'F' in that position and the end letter or number of the file name represents the Form Code that was created from the front end of MAS90 / MAS 200
How to create and restore Forms Codes and Form .rpt files
1)Crystal Reports Software will be needed to complete this process of viewing and analyzing which reports or forms will be added back into client system
2)Begin by going into the first renamed subdirectory(Ex: !###-ABC)
3)Determine which files are Forms.
4)Use Cheat Sheet below to tell you which files names are assigned to which Form
5)Only files ending with .rpt are actual Crystal files.The rest is storage, renamed due to conversions and so forth.
6)These items can be deleted safely
7)First determine what Form Codes were created for each type of form
8)To do this look at the example below
To begin browse to the first renamed sub directory in ..\..\MAS90\REPORTS\
a.In this example Accounts Payable had multiple versions of the Check Form.The folder had APWFJA1.RPT, APWFJA2.RPT, APWFJAA.RPT, and APWFJAZ.RPT
b.That means that 'Form Code' 1,2,A, and Z were created from the front end of MAS 90 / MAS 200 program
9)Open the Forms and see which one the user is actually using.
10)Many times multiple forms are created during troubleshooting and are not being used by the user or the program.This is an opportunity to clean out unneeded files from clients installation
How to create and restore Forms Codes and Form .rpt files(continued)
11)Once it has been determined which Forms the client really uses for printing then go into MAS 90 / MAS 200 and create the Form Codes
12)To do this look at the example below
In step 8 it was determined that Check Form Code 1,2,A, and Z had been created.This was based on the file name and the last character of file name. During evaluation of Form Codes above it was determined that Form Code A and Z are being used by the client and the other 2 are not needed
a.To recreate Check Form Codes Open Accounts Payables / Check Printing / Check Printing
b.For 'Form Code' enter A
c.When 'Selection Template' screen appears select the form that will be used pre-printed, plain or marbled.
d.For 'Form Code' enter Z
e.When 'Selection Template' screen appears select the form that will be used pre-printed, plain or marbled
Note: When the Form Code is created from here it creates the Form, crystal file, in the new ###-XXX directories that are being recreated during this process
13)Repeat the process of analyzing Forms from renamed directories
14)Go into each task needed from the front end of the program until all necessary Form Codes have been created as needed.
15)Use "Canned Form Names by Application Module Listing" section below to determine what forms are which.
16)This will help to determine which task must be accessed from the front end of the program so Form Codes can be created
17)Once all Form Codes have been recreated then exit MAS 90 / MAS 200
18)Browse to the ..\..\MAS90\REPORTS\ renamed directories and copy the real forms from there to the new sub directories that were created for each company
Canned Form Names by Application Module Listing
Account Payable
Check Printing-APWFJA( ).RPT
Check Printing - Extended Stub-APWFPA( ).RPT
Vendor Mailing Labels-APWFBA( ).RPT
Accounts Receivable
Invoices-ARWFHA( ).PRT
Statements-ARWFGA( ).RPT
Customer Mailing Labels-ARWFBA( ).RPT
Credit Card Settlement -MAS90-ARWRWA( ).RPT
Credit Card Settlement -MAS200-ARWRWB( ).RPT
Payroll
Check Printing-PRWFQA ).RPT
Employee Mailing Labels -PRWFBA( ).RPT
Inventory Management
Inventory Labels-IMWFCA( ).RPT
Sales Order
Sales Orders-SOWFAA( ).RPT
Sales Order Invoices-SOWFEA( ).RPT
Picking Sheets-SOWFBA( ).RPT
Packing Sheets-SOWFTA( ).RPT
Packing Sheets(Addt'l)-SOWFUA( ).RPT
Purchase Order
Purchase Orders-POWFAA( ).RPT
Return Orders-POWFBA( ).RPT
Return Merchandise Authorization
Print Customer RMA-RAWFAA( ).RPT
Print RMA Receiver Documents-RAWFBA( ).RPT
Job Cost
Job Invoices-JCWFDA( ).RPT
Bill of Materials
Picking Sheets-BMWFOA( ).RPT
Production Labels-BMWFMA( ).RPT
Work Order
Work Order Travelers-WOWFBA( ).RPT
Picking Sheets-WOWFKA( ).RPT
Operation Tickets-WOWFMA( ).RPT
Work Order Labels-WOWFOA( ).RPT
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