MYOB AE 5.4.35—Post-installation

Check your version number

Confirm your version is correct on both the server and all the workstations.

Open MYOB AE.
Select Help > About.
Check that MYOB AE version number is 5.4.35.161.

Upgrade Corporate Compliance (Australia only)

If you don't have the latest version of Corporate Compliance, you'll see this message during the installation of Accountants Enterprise:

Log in to my.MYOB to download the latest version.

Restore your MYOB AE database (new installs only)

This is only relevant if you are installing MYOB AE for the first time.

Before using Accountants Enterprise, you must restore your database. This restore will either be the newly configured Practice Manager database for your practice, or your previously backed up Practice Manager database (if transferring from another server).

The name of the database is as entered at step 20 of the server installation. It may be called VPMSER.

Restart software integrated with Accountants Enterprise (upgrades only)

This is only relevant if you are upgrading your existing MYOB AE version.

Restart these programs from the server (if you use them):

If used with PM, restart:
- SRDAL. See How do I restart SRDal.
- Viztopia to CDS/AE Tax Integration. See How do I restart Viztopia to CDS/AE Tax Integration?
- VizCI Background Post Process. See How do I restart AdminCentre background post process?

For Document Manager users only, restart MYOB Document Manager shortcuts on each workstation. See How do I start MYOB Document Manager shortcuts?

Back up the upgraded Accountants Enterprise database (upgrades only)

This is only relevant if you are upgrading your existing MYOB AE version.

Before using MYOB AE, back up your upgraded database. See How do I back up the Accountants Enterprise database?

Set new task permissions for groups

Permissions for MYOB AE 5.4

A few changes to the security task permissions were made for MYOB AE Version 5.4. The following table details permissions that were added in this release.

Product	Group Description	Task Permission	Default access to all users
Central	Maintenance	#Maintenance#Edit Practice my.MYOB Settings	No
Central	Employee	#Employee#Edit my.MYOB details	Yes
Central	Client	#Client#Show Tax File Number	No
Other	Practice Manager	[Bills][Bulk Invoicing]	Yes

Permissions for MYOB AE 5.2

A few changes to the security task permissions were made for MYOB AE Version 5.2. The following table details permissions that were added in this release.

Product	Group Description	Task Permission	Default access to all users
Central	Maintenance	[Maintenance] [Backup]	No
Central	Maintenance	#Backup#ReceiveFailureNotification	Yes
Central	Maintenance	[Maintenance] [User Defined] [Update Multiple External Links]	No

Install the AccountRight API

If you use AccountRight 2013 or later client files in local or network libraries, and access these files using Client Accounting, you'll need to install the AccountRight API after installing MYOB AE. You'll need to do this so Client Accounting can interface with AccountRight.

Install the AccountRight API on all workstations running AccountRight 2013 or later.

You will only need to install the API for the first installation of AccountRight 2013 or later. In successive upgrades, you will be prompted for the API installation.

AccountRight 2013 or later must be installed prior to installing the API. See the AccountRight Installation Guide for details.

To install the AccountRight API

Go to the API Installer folder where your MYOB AccountRight application is installed.
Double-click on MYOB.AccountRight.API.Bootstrapper.exe. The MYOB AccountRight API Setup window opens.
Read the licence agreement, select I agree to the licence terms and conditions and click Install. The Welcome to the MYOB AccountRight API Setup Wizard opens.
Click Next. The Custom Setup window opens.
Click the icons in the tree structure to change the way the features are installed, if required.
Click Next. The Securing the API Service window opens.
Select Generate a self-signed certificate and click Next. The Ready to install MYOB AccountRight API window opens.
Click Install.
Click Finish. The Setup Successful window opens.
Click Restart to restart your computer, then you can start using the software.