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MYOB AE 5.4.35—Prerequisites

General preparations
  1. Check that your computer meets the system requirements.

  2. Make sure that you know the login name and password for your server and each workstation.

    You must log in as a system administrator to install on the application server, file server and all workstations. Do not use the default administrator login created by Windows.

  3. Ensure that whoever performs the installation has access to the SQL server instance used by MYOB AE. If they don't have administrator access, they will need the SQL server administrator login id and password. 

  4. Is the VPM background post process running on your server? This would be visible on your server console screen.

  5. Make sure all users have exited all MYOB software and Windows programs including Microsoft Outlook.

  6. Disable your virus checker prior to installation. Enable it again after the installation completes.

  7. We recommend that you turn off UAC and Enabled linked connections, see Enabled linked connections.

  8. Back up all databases that you're going to upgrade. We recommend that you keep backups indefinitely.

  9. Make sure your regional settings and language are set to Australia or New Zealand.
    To change your computer’s location or regional settings on other operating systems, see the online help on your computer.

    To check regional settings for Windows 10
    1. Open Settings.
    2. Click Time & Language.
    3. Click Region & language.
    4. Select your location from the Country or region drop-down.
    To check regional settings for Windows 8
    1. Right-click on the desktop and select Personalise.
    2. Select the Control Panel Home link.
    3. Open the Region item.
    4. On the Formats tab, select the correct Format for your region from the drop-down list.
    5. On the Location tab, check that the Home location is consistent with your Format setting.
    6. Click OK to save the new settings. 
    To check regional settings for Windows 7
    1. Open Control Panel.
    2. Click Region and Language.
    3. On the Formats tab, select the appropriate region: English (Australia) or English (New Zealand).
    4. Click OK to save the new settings.
Gather required information

You'll need the following mandatory information during the installation:

  • The login name and password for your server and each workstation
  • The type of server configuration
    • Client/Server or
    • Terminal Server
  • Is the VPM background post process running on your server? You can see this on your server console window.
Back up your customised reports

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

If you are upgrading from version 5.1 or earlier and you have amended the following report layouts, back them up using the Report Export Utility found in Reports > Report > Export & Import before upgrading MYOB AE:

  • Pre Billing by Employee under Fees > Pre Billing Report by Assignment/ Employee
  • Pre Billing by Code Type under Fees > Pre Billing Report by Assignment/ Employee
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