MYOB AE install guide—5.4.49/2023.2 SP2 (Australia)

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.

General preparations

1. You'll need to have MYOB AE 2023.0 or later installed.

2. Make sure:

   1. that your computer meets the system requirements.

   2. the anti-virus/malware software and user account control on your server are disabled.

   3. 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.

   4. that you have internet access.

   5. that you know the login name and password for your server, SQL server, and each workstation.

   6. you exit all MYOB software and all Windows programs on your server and workstations.

   

   You must log in 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.

3. 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.

4. Allow sufficient time for installation. It may take more than an hour to complete.

5. Check your disk space and back up your data:

   1. The combined installer requires a minimum4GB 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).

      
      

   2. 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.

   3. 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.

Tax requirements

• You’ll need Adobe Reader if you wish to print a PDF version of a return for the Tax Office.

• If your practice utilises VizPost, ensure that you close the Background Update process manually before starting the installation. There is no need to do anything with SRDAL as the combined installer will take care of turning it off and restarting.

• The last three years of MYOB AE Tax are upgraded using the combined installer.

Install the update

1. Download the MYOB_AE_2023.2_AU_Installer from my.MYOB.

2. Browse to the location where you saved the download.

3. Double-click the downloaded file and follow the on-screen installation instructions.

For troubleshooting tips, see Common tasks and troubleshooting (AE).

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

1. 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.

   

2. The repair is complete.

3. 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.
   

   

4. The Adobe PDF iFilter installer will open, click Next through the next few screens until the install is complete.

   

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.

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.

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

Manual update

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.

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:

Document Manager 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.