# Sage 100 Version Upgrade and Data Migration Checklist > Source: https://netray.co/tools/sage-100-version-upgrade-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer A step list for moving Sage 100 Standard, Advanced or Premium to a new major version with a parallel install, covering customizations, reports, integrations and go-live. ## Category other-erp ## Erp Sage 100 ## Audience - Sage 100 administrator - Sage 100 consultant - IT manager ## Tool **Kind:** checklist **Groups:** #### 1. Plan **Items:** **Text:** Confirm that Sage supports migrating directly from your current version to the target version (Installation and System Administrator's Guide for the target) **Critical:** true Check target system requirements: Windows Server and workstation versions, and SQL Server version for Premium **Text:** Ask every Sage developer partner for a version of their enhancement certified for the target version and product update **Critical:** true List Custom Office panel modifications, UDFs and user-defined scripts per company List custom Crystal Reports forms and reports, and Business Insights views List Visual Integrator jobs, Paperless Office settings and eBusiness or web services **Text:** List every BOI or ODBC integration and the home path it points to **Critical:** true Agree a test window, a go-live date and who signs off each module #### 2. Install **Items:** **Text:** Install the new version into a new folder as a parallel installation; never over the live install **Critical:** true Apply the latest product update for the target version Install certified enhancements in the order the developers specify Enter registration and activation keys for the new version Run the workstation setup on every client that will use the new version #### 3. Migrate **Items:** **Text:** Run the Parallel Migration Wizard from the new installation to copy system and company data from the source **Critical:** true Convert each company's data in Company Maintenance in the new installation **Text:** Run the Customizer Update Utility in Custom Office to bring panel modifications forward **Critical:** true Recompile user-defined scripts in User-Defined Script Maintenance and test each one Run the Crystal Report Conversion Wizard for customized forms and reports Open each VI job, validate field mappings (especially UDFs) and re-save Check Paperless Office output folders and email settings #### 4. Test **Items:** Log in as a normal user, not an administrator, and open the main tasks in each module Print each customized form (invoice, sales order, PO, check) and compare with the old version Enter and post a test batch in every module you use, in a test company or a copy Trigger each user-defined script and confirm the expected result Run each VI import with a small file **Text:** Repoint each BOI integration to the new MAS90 Home path and run it end to end **Critical:** true Generate Paperless Office PDFs and email a test document #### 5. Go-live **Items:** Freeze changes in the old version and run the final migration **Text:** Update desktop shortcuts, mapped drives, BOI home paths and ODBC data sources **Critical:** true Remove user access to the old installation and keep it read-only for audit look-ups Monitor the first period end and the first VI and BOI runs Record the version, product update and enhancement versions for the next upgrade **Scoring Note:** Critical items are the ones that most often stop a Sage 100 upgrade: wrong upgrade path, uncertified enhancements, panel customizations and integrations still pointing to the old home path. ## Content **Intro:** This checklist covers moving Sage 100 Standard, Advanced or Premium to a new major version (for example 2023 or 2024 to 2025) with a parallel install and the Parallel Migration Wizard. It focuses on what breaks: enhancements, Custom Office, scripts, forms and integrations. **Sections:** #### How to use it **Body:** Work through the five groups in order and give each item an owner. Start the Plan group weeks before the install, because third-party enhancement versions and the supported upgrade path decide whether the project can happen at all. Run the Migrate and Test groups at least once against a copy before the real go-live weekend; most issues show up in the first trial migration. Export the checklist to PDF and keep it with the version numbers you installed. #### Parallel install and migration **Body:** Sage 100 major versions install side by side: the new version goes into its own folder, and the Parallel Migration Wizard copies system and company data from the old installation. The old version keeps working until you switch users over, which gives you a rollback path and lets you run trial migrations. After migration, each company is converted to the new data format in Company Maintenance. Custom Office panels come forward with the Customizer Update Utility, and Crystal forms with the Crystal Report Conversion Wizard. Check the exact steps in the Installation and System Administrator's Guide for your target version. **Bullets:** - Old install stays live until go-live. - Run at least one trial migration. - Convert data per company after migrating. #### Worked example: integrations **Body:** A company runs a BOI script that creates sales orders from a web store, using the home path C:\Sage\Sage 100 2024\MAS90\Home. After migration to a new folder for the target version, the script still points at the old path, so orders keep landing in the old version. The test group catches it: repoint the Init path, run a test order, and update ODBC data sources the same way. #### Gotchas **Body:** An enhancement that is not certified for the target version is the most common blocker, so ask early. Panel customizations that were never documented come forward only partly; test every customized screen. Scripts must be recompiled after migration. Install the workstation on every client, because older workstation installs cannot connect to the new server version. Premium needs a supported SQL Server version on the server before you start. **Cta:** If you want a private AI layer on your upgraded Sage 100 that answers questions about orders and stock on your own servers, we can add it once the upgrade is stable. **Faq:** #### Can I upgrade Sage 100 directly from 2023 to 2025? **Answer:** That depends on the migration paths Sage supports for the target release, which are listed in its Installation and System Administrator's Guide. Most recent releases migrate directly from several prior versions, but older installs may need an intermediate step. Check the guide for the exact source versions before planning, and confirm every enhancement is certified for the target. #### What is the Parallel Migration Wizard in Sage 100? **Answer:** It is the utility, run from the new installation, that copies system and company data from an existing Sage 100 installation into the new one. Because the new version is installed in parallel, the old installation stays usable, which allows trial migrations and a rollback path. After migrating, convert each company's data in Company Maintenance. #### How do I install the Sage 100 workstation? **Answer:** After the server install and product update, run the workstation setup from the server's installation share on every client that will use Sage 100, then launch it once to confirm it connects. Workstations must match the server version and product update. For Premium, the workstation also needs network access to the SQL Server. #### What happens to my Custom Office customizations when I upgrade? **Answer:** Panel customizations, UDFs and scripts come across with the data, but panels must be brought forward with the Customizer Update Utility and scripts recompiled. Panels Sage changed in the new version may lose some modifications or raise Error 65. Test every customized screen and keep screenshots from the old version for comparison. ## Search terms sage 100 upgrade 2024 to 2025, sage 100 upgrade path, sage 100 upgrade to new version, sage 100 how to update, sage 100 parallel migration wizard, sage 100 upgrade checklist, how to install sage 100 workstation --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json