MYOB AO 2020.1—Prerequisites (New Zealand)

Read this section completely before installing MYOB AO. It will help you plan for the tasks required and ensure a successful installation.

General preparations

Check that your computer meets the system requirements.
Make sure you understand how your system is configured. You need to know if you are installing on a:
- Standalone computer or Terminal Server network
- Client Server network or Peer to Peer network
  See What is my system setup? if you are unsure of your system setup.
For information on the new registry setting, see What is Enable Linked Connections?.
Disable your anti-virus / malware program before running the install.
Ensure your regional settings for format and location are set to New Zealand.
Make sure that you have internet access.
Allow sufficient time for installation. It may take more than an hour to complete.
To ensure that your database is upgraded correctly, you MUST reboot the computer which has your existing MYOB AO database.
Make sure that your Windows login has administrator rights when performing the installation.

Document Manager preparations

Required servers

You will need to identify the servers in your practice. The servers may be on one machine or located separately.

Servers:

The Practice Manager Application Server is where Practice Manager is installed. Document Manager installs new software components in the DEPLOY directory on that server.
The File Store Server 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, after this installation 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 on your file store server.
The SQL Server is the location of your Practice Manager database.

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 Accountants Office deploy directory C:\MYOBAO\AOSQL\Central\Deploy.

Details of your document file store

Identify which Accountants Office 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, for example, C:\MYOB\Data\DMFS_AODB1.

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, make sure 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 that you use the defaults as far as possible but recognise the need for these values to be customised. If you have a system administrator they can advise you on any changes that need to be made.

The following table is provided to assist you in recording changes to default values because these values will be required during future software upgrades.

Component	Recommended/Standard	Your choice
Document Manager Server components
Document Manager Server location	C:\MYOBAO\AOSQL\Knowledge Management\Document Manager\Server
Network Share Name	MYOBDM
Deploy Directory (also required for the server configuration)	C:\MYOBAO\AOSQL\Central\Deploy	(this must be a local drive)
MYOB Intranet is installed to	C:\MYOBAO\AOSQL\Knowledge Management\Intranet\Server	MYOB Intranet is a standard part of the DM install so these settings are established automatically for you.
Intranet Network Share name	MYOBIntranet
Intranet Data directory	C:\MYOB\Knowledge Management\Intranet\Data
Intranet Data store	MYOBIntranetData
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’\AODB1.bak	Yes \| No
Document Manager File Store (DMFS)
Is the (application) server the File Store Server?	Yes	Yes \| No
Configuration tool	C:\MYOBAO\AOSQL\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
Index Service Details	C:\Program Files\MYOB \Knowledge Management\ DMIndexingService
Indexing Port number	4002
Optimise	Yes
Workstation components
Workstation executable	C:\MYOBAO\AOSQL\WorkstationInstall\setup.exe