MYOB AE install guide—2020.1 (Australia)
Release date—3 December 2020
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Read this section completely before installing MYOB Accountants Enterprise. It will help you plan for the tasks required and ensure a successful installation of the MYOB Accountants Enterprise Suite.
Specific requirements are listed below for each product that is included in the combined installer.
You'll need to have MYOB AE 2020.0 installed.
Make sure:
that your computer meets the system requirements.
- the anti-virus/malware software and user account control on your server.
the regional settings and format language are set to Australia. See Checking the date and time, language and regional settings on your PC for more information on how to change your regional settings and format language.
that you have internet access.
- that you know the login name and password for your server, SQL server, and each workstation.
- you exit all MYOB software and all Windows programs on your server and workstations.
You must login as a system administrator to the servers, the SQL server instance used by MYOB AE and all workstations. Don't use the default administrator login created by Windows.
To make sure that your database is upgraded correctly you MUST reboot the server machine that you intend to use to perform the MYOB AE installation on before you start the actual installation.
Allow sufficient time for installation. It may take more than an hour to complete.
Check your disk space and back up your data:
The combined installer requires a minimum 4GB of free disk space on the local disk of your server. Make sure to enable them again once you’ve finished installing MYOB AE.
As the combined installer takes some database backups, ensure that you also allow extra disk space for the back up of your database(s).
Back up all your existing MYOB AE databases, for example, AE database, Tax database and/or Corporate Compliance database.
The combined installer locally backs up only your AE and Tax databases prior to the actual installation of MYOB AE. We recommend that you do your own database backups prior to installing this release.
We may replace any MYOB Master Reports at any time.
We recommend that if you’ve customised our masters to export a backup copy of the report layouts using the Report Export Utility which is available from Reports > Report > Export & Import before upgrading MYOB AE.
Take note of the following information prior to installing Document Manager for the first time or using the combined installer for the first time:
Required servers
You’ll need to identify the servers in your practice. The servers may be on one machine or located separately.
Servers:
The Practice ManagerApplicationServer is where Practice Manager is installed. Document Manager installs new software components in the DEPLOY directory on that server.
The File StoreServer is where Document Manager stores documents such as Microsoft Word and Excel, email and PDF documents. This secure directory may only be accessed by the administrator and must have ample storage.
If your File Store server is on the same machine as the application server the configuration process commences automatically. If not, you will need to log onto the File Store server, browse to the shared directory on the application server and run the DM_Config.exe file.The SQL Server is where the Practice Manager database is located.
We recommend that the SQL Server is on the same machine as the File Store server.
Location of Document Manager
By default, Document Manager is installed in the MYOB AE Deploy directory, for example, C:\Program Files\MYOB\Central\Deploy or C:\MYOBAE\AESQL\Central\Deploy
Details of your document file store
Identify which MYOB AE database will be associated with the File Store.
By default, the Document Manager File Store Service is installed in C:\Program Files\MYOB\Knowledge Management\DMFSService\
The File Store location is a local folder, not a network folder, e.g., C:\MYOB\Data\DMFS_VPMSER or DMFS_AEDB1.
The default Port Number used for the DMFS Service is 4001.
Details of your indexing service
By default, the Document Manager Indexing Service is installed in C:\Program Files\MYOB\Knowledge Management\DMIndexingService\
The default Port Number used for the Indexing Service is 4002.
Other things to consider
If you’re performing a network installation, ensure that the selected location is accessible from each workstation on your network.
The Document Manager installation will set default values for the interrelated components it uses. We recommend you use the defaults as far as possible but recognises the need for these values to be customised. If you have a system administrator they'll be able to advise you on changes that need to be made.
The following table is provided to assist you to record changes to default values, as these values will be required during future software upgrades.
Component | Recommended/Standard | Your choice |
|---|---|---|
Document Manager Server components | ||
Document Manager Server location | C:\MYOB\Knowledge Management\Document Manager\Server or C:\MYOBAE\AESQL\Knowledge Management\Document Manager\Server |
|
Network Share Name | MYOBDM |
|
Deploy Directory (also required for the server configuration) | C:\Program Files\MYOB\Central\Deploy or C:\MYOBAE\AESQL\Central\Deploy | (this must be a local drive) |
MYOB Intranet is installed to | C:\MYOB\Knowledge Management\Intranet\Server or C:\MYOBAE\AESQL\Knowledge Management\Intranet\Server | MYOB Intranet is a standard part of the Document Manager install so these settings are established automatically for you. |
Intranet Network Share name | MYOBIntranet | MYOB Intranet is a standard part of the Document Manager install so these settings are established automatically for you. |
Intranet Data directory | C:\MYOB\Knowledge Management\Intranet\Data | MYOB Intranet is a standard part of the Document Manager install so these settings are established automatically for you. |
Intranet Data store | MYOBIntranetData | MYOB Intranet is a standard part of the Document Manager install so these settings are established automatically for you. |
Multiple SQL databases?: (server configuration also treats one database at a time) | - | Yes | No |
VPMSER |
| |
Authentication method SQL user name: SQL Password: | Windows - - | SQL | Windows |
Backup your Accountants Framework database? | Yes C:\MYOB\SQLBackup\’machinename’\VPMSER or AEDB1.bak | Yes | No |
Document Manager File Store (DMFS) | ||
Is the (application) server the File Store Server? | Yes | Yes | No |
Configuration tool | C:\MYOB\Knowledge Management\Document Manager\Server\Utility\DM_Config.exe or C:\MYOBAE\AESQL\Knowledge Management\Document Manager\Server\Utility\DM_Config.exe |
|
File Store location | C:\MYOB\Data\DMFS |
|
DMFS Service Directory | C:\Program Files\MYOB \Knowledge Management\ DMFSService | We recommend that you don’t change these settings. |
DMFS Port number | 4001 | We recommend that you don’t change these settings. |
Index Service Details | C:\Program Files\MYOB \Knowledge Management\ DMIndexingService | We recommend that you don’t change these settings. |
Indexing Port number | 4002 | We recommend that you don’t change these settings. |
Optimise | Yes | We recommend that you don’t change these settings. |
Workstation components | ||
Workstation executable | C:\MYOBAE\AESQL\WorkstationInstall\setup.exe |
|
DM workstation components installed to this location | C:\Program files\MYOBAE\AESQL\ Knowledge Management\ Document Manager\WorkstationInstall\setup.exe |
|
An upgrade can either be done by auto update when you open AE, or manual update.
If you have terminal servers, you'll need to run the manual update on each terminal server.
If you see this screen when you open MYOB AE, automatic workstation updates are enabled at your practice. Click Yes to update your workstation.
If you see this screen, automatic workstation updates have been disabled for your practice, so you should run a manual update on your workstation.
You will need to run this workstation install on all workstations and terminal servers.
Turn off virus protection software, anti-malware, screen savers and close all MYOB applications. If you're installing on terminal server, don't forget to put the terminal server into Installing applications on a Terminal Server.
- Open Windows Explorer and navigate to X:\MYOBAE\AESQL\WorkstationInstall is the machine name of the server.
- Double-click setup.exe and follow the prompts.
If you've experienced any issues listed in the release notes for Tax, after installing this release, go to the worksheet or schedule listed in the release notes and press F6 to refresh it.