MYOB AE install guide—5.4.50/2023.3 SP3 (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. Check if your computer meets the system requirements.

3. Run the installation on the SQL server. 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.

4. Disable any anti-virus/malware software and user account control on your server.

5. 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.

6. You have internet access on the computer where you’re installing the update.

7. Exit all MYOB software and all Windows programs on your server and workstations.

8. For the database upgrade correctly you MUST reboot the server machine where you’re installing AE on before you start the actual installation.

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

Backup your data

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

MYOB Master reports

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 turning it off and restart once the install is finished.

You must run the installation on the computer that will store your MYOB AO database. If you have a network this is usually your server. See What is my system setup? for more information on your system setup.

1. Download the MYOB_AE_2023.3_AU_Installer file from my.MYOB.

2. Exit all programs and reboot the computer you are going to install MYOB AO on to ensure a clean environment.

3. Log on to the computer as the administrator.

4. Select the region that applies to you so the correct software for your region is installed and click Next. The Welcome - Licence Agreement window opens.

   

   At the bottom of the installer screen there are links to the Release Notes.

5. Read the Licence Agreement carefully, select I have read and accept the licence agreement then click Next.

6. Click Upgrade now to start the installation.

   

   The installation may take more than an hour to complete. Ensure that you have allocated enough time for the installation.

7. When the MYOB AO installation is complete, click Finish.

   

   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.

8. If you are prompted to restart your computer, make sure the Restart now checkbox is selected before clicking Finish.

   

   Restarting each computer after completing the installation will help to avoid any issues using your MYOB software. See What is Enable Linked Connections and Open File - Security Warning for more information.

9. If you disabled your anti-virus/malware programs before you installed MYOB AO, re-enable it before continuing.

10. If you have a network setup and you are running MYOB AO on more than one computer, perform a Workstation installation to update the local deploy folder.

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.