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MYOB AO 2019.1—Upgrading your existing MYOB AO (New Zealand)

These instructions for MYOB Accountants Office (AO) explain how to upgrade an existing MYOB AO installation to the latest version.

The MYOB AO Installation Wizard will guide you through the installation process.

Install MYOB AO on the computer which has your existing MYOB AO database. If you have a network this is usually your server.

If you run MYOB AO on more than one PC, install MYOB AO on all other computers which run MYOB AO.

Main installation

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.

Which install file should you download from my.MYOB?

What are you using now?

Which installer file?

Install version 2017.3 and version number or later Lite installer

Install version 2017.2 and version number or earlier Full installer


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

  2. Log on to the computer as the administrator.

  3. 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.

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

  5. Click Install 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.

  6. If you are running the MYOB AO Lite Install, and you see this message:

    Locate and download MYOB AO Full Install instead. The full installer will install SQL Server 2014.

  7. If you are running the MYOB AO Full Install, you may see this window:

    If you click Yes, Microsoft SQL Server 2014 Service Pack will be installed, if you click No the install will end.

  8. If the SQL installation fails, you’ll need to manually install the SQL server service, see Installing SQL Server 2014 Service Pack 2 manually below:

  9. A dialog appears indicating that you may receive an Open File - Security Warning message when opening MYOB AO. Click OK.

  10. 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.

  11. If you are prompted to restart your computer, make sure the Restart now box is ticked 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.

  12. If you disabled your anti-virus / malware programs before you installed MYOB AO, re-enable it before continuing.
  13. 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.

Instructions on how to log into MYOB AO are launched in a browser window or see Logging into MYOB AO.

Installing SQL Server 2014 Service Pack 2 manually

If you received an error that the SQL installation failed:

  1. Locate and run \Software\SQL2014\SQL_2014_SP2_EXPRWT_x86_ENU.exe.

  2. Select Upgrade from SQL Server 2005, SQL Server 2008, SQL Server 2008 R2 or SQL Server 2012:

    Click to enlarge

  3. In Instance to upgrade, select MYOBACCT, then click Next:

    Click to enlarge

  4. The install is complete, click Close to exit.

  5. Run the MYOB AO install.

How do I know if the SQL Server Service Pack has successfully upgraded?
  1. Open SQL Server Management Studio.

  2. Locate the installation folders (for example, IR2012\MYOBDATA)

  3. Click New Query in the top left hand corner
    Type “Select @@Version”

  4. Click Execute.
    You should see ‘SQL Server 2014 (SP2)’ in the Results tab at the bottom of the screen.

Workstation installation

An upgrade can either be done by Auto update when you open MYOB AO or you can run a Manual update.

There are changes to workstation installations as part of this release, refer to workstation install changes for further information.

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

Auto update

If you see this screen when you open MYOB AO, automatic workstation updates are enabled at your practice:

Click Yes to update your workstation automatically.

Click No and you will need to run a Manual update (see below).

Manual update

The workstation updates for all MYOB AO products are combined into one file for this installer. The file is located at \MYOBAO\AOSQL\WorkstationInstall\setup.exe.

After the server installation, a manual workstation update should be performed on all workstations that you want to have access to the latest MYOB AO products, in the following instances:

  • if you’re installing MYOB AO on a new workstation for the first time.

  • if the workstation link is not operational.

  • if the automatic update can’t proceed and you’re prompted to run a manual install.


  1. Ensure that you have read the information in General preparations.

  2. Log into the workstation as administrator.

  3. Navigate to \MYOBAO\AOSQL\WorkstationInstall\setup.exe on your server or computer where the server installation was performed.

  4. Double-click setup.exe. The Licence Agreement window opens.

  5. Read and accept the Licence Agreement by selecting the I have read and accept the licence agreement checkbox.

  6. Click Next. The Ready to Install window opens.

  7. Click Install Now. The Installation Progress window opens.

    If you receive the message, If you receive an “Open file security” warning message when opening MYOB Accountants Office Workstation, it is recommended that you restart your computer, click OK.

    On completion, the Installation Complete window opens.

  8. Click Finish. The workstation installation is complete.

Document Manager installation

You’ll be prompted for the following information once the main installation of MYOB AO is complete:


If the server you are installing on is your document file store server
  1. Select the Is this server the File Store Server? checkbox, then click Finish

  2. If you have already have Document Manager on your server, you will see this screen. Select Reinstall and click Next.

    Click to enlarge
    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.


    Click to enlarge

    The PDF iFilter ensures that PDF documents will be indexed and therefore searchable in Document Manager.

If the server you are installing on is not your document file store server

Install the document file store on a different server:

  1. Deselect the Is this server the File Store Server? checkbox, and click Finish to complete the installation.

  2. Run the Configuration tool on your chosen server 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.

  3. Read and accept the Licence Agreement.

  4. Select the SQL Server instance that contains your MYOB Accountants Enterprise database.

  5. Enter the location and details of the port number for your Document Manager document file store and indexing service.

  6. Follow the onscreen instructions to complete the installation.

  7. If you don’t already have it, you will be prompted to install Adobe iFilter version 9.0 x64. Click Next through the installer screens until it completes.

    The PDF iFilter ensures that PDF documents will be indexed and therefore searchable in Document Manager.

  8. Run a workstation install on each workstation that uses Document Manager. The file is located at C:\MYOBAE\AESQL\WorkstationInstall\setup.exe.
    You’ll only need to do this the very first time. On successive upgrades, the workstation update will occur automatically when you access MYOB AE.

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



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