MYOB AE 2019.1—Upgrading your existing MYOB AE

Log onto your server and double-click the downloaded file.
Read the Licence Agreement and then accept it by selecting the I have read and accept the licence agreement checkbox.
Click the Release Notes link in the bottom left-hand corner of the Welcome screen to access information about the current release.
Click Next.
Follow the instructions provided on the screen to complete the upgrade. These instructions will depend on your existing MYOB Accountants Enterprise Practice Solution products and what you’re licensed for.
Click Upgrade Now.

If you’re using a proxy server you don’t need to change the ClientFrameWork.exe.config file in the server Deploy folder see Proxy Server Information.

Add or upgrade your workstation

An upgrade can either be done by Auto update when you open MYOB AE or you can run a Manual update.

There are changes to workstation installations as part of this release, refer to workstation install changes for further information.

If you see this screen, automatic workstation updates are disabled for your practice, so you should run a Manual update on your workstation.

Auto update

If you see this screen when you open MYOB AE, automatic workstation updates are enabled at your practice:

Click Yes to update your workstation automatically.

Click No and you will need to run a Manual update.

Manual update

The workstation updates for all MYOB AE products are combined into one file for this installer. The file is located at \MYOBAE\AESQL\WorkstationInstall\setup.exe.

After the server installation, a manual workstation update should be performed on all workstations that you want to have access to the latest MYOB AE products, in the following instances:

if you’re installing MYOB AE on a new workstation for the first time.
if the workstation link is not operational.
if the automatic update can’t proceed and you’re prompted to run a manual install.

Instructions

Ensure that you have read the information in MYOB AO 2019.0—Prerequisites (Australia).
Log into the workstation as administrator.
Navigate to \MYOBAE\AESQL\WorkstationInstall\setup.exe on your server or computer where the server installation was performed.
Double-click setup.exe. The Licence Agreement window opens.
Read and accept the Licence Agreement by selecting the I have read and accept the licence agreement checkbox.
Click Next. The Ready to Install window opens.
Click Install Now. The Installation Progress window opens.

If you receive the message, If you receive an “Open file security” warning message when opening MYOB Accountants Enterprise Workstation, it is recommended that you restart your computer, click OK.

On completion, the Installation Complete window opens.
Click Finish. The workstation installation is complete.

If you have Document Manager

You’ll be prompted for the following information once the main installation of MYOB AE is complete:

If the server you are installing on is your document file store server see Installing on your document file store server.
If the server you are installing on is not your document file store server see Installing the document file store on a different server.

Installing on your document file store server

Select the Is this server the File Store Server? checkbox, then click Finish.
If you have already have Document Manager on your server, you will see this screen. Select Reinstall and click Next.
The repair is complete.
If you don’t already have it, you will be prompted to install Adobe iFilter version 9.0 x64. Tick the checkbox and click Finish.
The Adobe PDF iFilter installer will open, click Next through the next few screens until the install is complete.

Installing the document file store on a different server

Deselect the Is this server the File Store Server? checkbox, and click Finish to complete the installation.
Run the Configuration tool on your chosen server from C:\MYOB\Knowledge Management\Document Manager\Server\Utility\DM_Config.exe or C:\MYOBAE\AESQL\Knowledge Management\Document Manager\Server\Utility\DM_Config.exe.
Read and accept the Licence Agreement.
Select the SQL Server instance that contains your MYOB Accountants Enterprise database.
Enter the location and details of the port number for your Document Manager document file store and indexing service.
Follow the onscreen instructions to complete the installation.
If you don’t already have it, you will be prompted to install Adobe iFilter version 9.0 x64. Click Next through the installer screens until it completes.

The PDF iFilter ensures that PDF documents will be indexed and therefore searchable in Document Manager.

Run a workstation install on each workstation that uses Document Manager. The file is located at C:\MYOBAE\AESQL\WorkstationInstall\setup.exe.
You’ll only need to do this the very first time. On successive upgrades, the workstation update will occur automatically when you access MYOB AE.

If you have Corporate Compliance

If you use Corporate Compliance integrated with Practice Manager, you can upgrade Corporate Compliance using this combined installer.

If you use Corporate Compliance as a standalone version and not integrated with Practice Manager, use the standaone installer available on my.MYOB.

Once the main installation of MYOB AE is complete, the post-installation configuration of Corporate Compliance starts automatically. You’ll be prompted for the location of the:

electronic lodgment files
backup files.

Follow the onscreen instructions to complete the installation.

Run a workstation install on each workstation that uses Corporate Compliance. The file is located at \MYOBAE\AESQL\WorkstationInstall\setup.exe

You’ll only need to do this the very first time. On successive upgrades, the workstation update will occur automatically when you access MYOB AE.

If you have Client Accounting

If you have updated XML mappings for customised CSV imports, you may need to verify and migrate your XML mappings after the upgrade.

Once the upgrade is complete, a number of files are created in your MYOB installation:

File name

Description

Location

MyobCsvMaps-System.xml

This system file contains the MYOB default settings for CSV import. Do not modify this file.

Located in <MYOB directory>\CENTRAL\Deploy.

MyobCsvMaps-User.xml

This file is a new mapping XML file that contains user-defined XML mappings. Any values in this file will override the system defaults.

You can modify this file if you wish to add any new mappings or value map sections.

Standalone installation:

<MYOB directory>\CENTRAL\Deploy\Client Accounting Templates

Combined installation:

AE - C:\MYOBAE\AESQL\Client Accounting Templates

MyobCsvMaps.xml

This file is a backup of the file previously located in the CENTRAL\Deploy folder before performing the upgrade.

<MYOB directory>\CENTRAL\Deploy\Client Accounting Templates

If you made changes to MyobCsvMaps.xml before the upgrade, MYOB will back up this file to the folder <MYOB directory>\CENTRAL\Deploy\Client Accounting templates.

You can open this file and manually copy over any custom mappings to a new Map in the MyobCsvMaps-User.xml file, which is located in the folder indicated in the table above.

After you have copied your changes, you may delete MyobCsvMaps.xml if you wish. Any future updates should be made in MyobCsvMaps-User.xml.

If you have multiple servers

The following table outlines scenarios that may exist in your practice where you may have a SQL server and an application server containing different databases and program files:

SQL Server	Application Server	Upgrade Process
MYOB AE database Tax database	MYOB AE program files Tax program files Backup service OnTheGo service	Run the install on the SQL server. Then run the install on the application server.
MYOB AE database and program files Tax database and program files Backup service OnTheGo service	MYOB AE program files Backup service OnTheGo service	Run the install on the SQL server. Then run the install on the application server.
MYOB AE database and program files Tax database Backup service OnTheGo service	Tax program files	Run the install on the SQL server only.
MYOB AE database Tax database Backup service OnTheGo service	MYOB AE program files Tax program files	Run the install on the SQL server only.

If your Document Manager File Store is located on a separate server to either your SQL or application server, then run the configuration tool from C:\MYOB\Knowledge Management\Document Manager\Server\Utility\DM_Config.exe or C:\MYOBAE\AESQL\Knowledge Management\Document Manager\Server\Utility\DM_Config.exe on your file store.
You don’t need to run the installation on your Document Manager File Store.