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Make sure that you know the login name and password for your server and each workstation.
You must log in as a system administrator to install on the application server, file server and all workstations. Do not use the default administrator login created by Windows.
Ensure that whoever performs the installation has access to the SQL server instance used by MYOB AE. If they don't have administrator access, they will need the SQL server administrator login id and password.
Make sure all users have exited all MYOB software and Windows programs including Microsoft Outlook.
Disable your virus checker prior to installation. Enable it again after the installation completes.
Back up all databases that you're going to upgrade. We recommend that you keep backups indefinitely.
Make sure your regional settings and language are set to Australia or New Zealand. To change your computer’s location or regional settings on other operating systems, see the online help on your computer.
To check regional settings for Windows 10
Open Settings.
Click Time & Language.
Click Region & language.
Select your location from the Country or region drop-down.
To check regional settings for Windows 8
Right-click on the desktop and select Personalise.
Select the Control Panel Home link.
Open the Region item.
On the Formats tab, select the correct Format for your region from the drop-down list.
On the Location tab, check that the Home location is consistent with your Format setting.
Click OK to save the new settings.
Gather required information
You'll need the following mandatory information during the installation:
The login name and password for your server and each workstation
The type of server configuration
Client/Server or
Terminal Server
Is the VPM background post process running on your server? You can see this on your server console window.
Back up your customised reports
This is only relevant if you are upgrading your existing MYOB AE software.
If you are upgrading from version 5.1 or earlier and you have amended the following report layouts, back them up using the Report Export Utility found in Reports > Report > Export & Import before upgrading MYOB AE:
Pre Billing by Employee under Fees > Pre Billing Report by Assignment/ Employee
Pre Billing by Code Type under Fees > Pre Billing Report by Assignment/ Employee.
Upgrading to version 5.4.44
Server installation and database upgrade
Download the MYOB AE 5.4.44.100- Lite Install file from my.MYOB.
The time taken to upgrade your database will depend on its size. If you have a large database, you may need to allocate an hour or more for this task.
Follow the instructions below depending on whether you have a terminal server or a server with client workstations.
Terminal server installation
The following instructions are for a single terminal server that contains your Accountants Enterprise data and programs. Programs are accessed after starting a session on the terminal server or via a Citrix system.
On the terminal server console:
Close the Accountants Enterprise Welcome window, if it's open.
Open Control Panel > Classic View.
Click Install Application on Terminal Server.
Click Add New Programs. The Run Installation Program wizard opens.
Click Browse and locate setup.exe.
Click Open.
Click Next. The InstallShield wizard opens and starts extracting the files required for installation.
If you see a question asking you to install Microsoft.Net Framework 3.5 or 4.6, click Yes to install it. When installation is complete (it takes several minutes), the machine may reboot. If the machine reboots, restart the installation steps from Step 2 above.
The welcome window may or may not open, depending on whether you had to install .NET 3.5 and/or 4.6. If it does not open, go to Step 11.
Click Next on the Welcome window, if it opens on your desktop. The Licence Agreement window opens.
Read the agreement and select I accept the terms in the license agreement.
Click Next. The Destination Folder window opens.
We recommend that you accept the default destination shown.
If you're installing on a 64-bit server, the program path will be C:\Program Files (x86)\MYOB\Central\.
Click Next. The Setup Type window opens.
Select Complete (or Custom) and click Next.
If you selected Complete, this installs all workstation components on this server. Continue at Step 16 below.
If you selected Custom, the Custom Setup window opens, displaying the options available for installation. All will be installed by default unless you select otherwise.
Click one of the drop-down lists to display the features available. There are different features available, depending on the option selected. The Client Installation drop-down is shown below as an example:
Click Help to open a help window about the options available. Click OK to close the window. Click Space to open a window that displays the amount of space available on your system after your options are installed. Click OK to close the window.
Select the appropriate feature (for example, This feature, and all subfeatures, will be installed on local hard drive) and click Next.
Repeat from Step 15a for each feature.
Click Next. The Destination Folder – Client Installation window opens. This is the location that is used for the network share path for the client workstation install.
Click Next to accept the default location. The database server selection window opens.
Enter your sa password (if any) and click Next.
A check is made to access a number of URLs using your internet connection.
If you receive an error message regarding no access to URLs which are essential, the installation will be cancelled.
Check your internet connection, firewall or virus protection software. Then run the install again.
If you are still having problems, contact MYOB support. If there are no issues the installation will proceed as normal. The followingwindow opens:
Select Backup Recommendation Acknowledged if you've already backed up your MYOB AE database.
Click Upgrade DB. The Please wait while upgrading database... window displays. The upgrade may take a while to complete (depending on the size of your database). When upgraded, the following window opens.
Click Install to start the installation wizard.
This server installation also copies the .NET 3.5/4.6 installer file, ready to be used on any workstation that does not have it installed.
If prompted, we recommend that you restart the computer once the installation is complete.
Click Finish.
Server with client workstations
The following instructions are for a server that has client workstations containing Accountants Enterprise data and programs.
Double-click the downloaded install file to start the installation. The Accountants Enterprise Welcome window opens.
Click Next or Before you install and read the information displayed on the window.
Click Next or Installation.
Click Click here to install Accountants Enterprise.
If you see a question asking you to install Microsoft.Net Framework 3.5 or 4.6, Click Yes to install it. When installation is complete (it takes several minutes), the machine may reboot. If the machine reboots, restart the installation steps from Step 4 above.
The welcome window may or may not open, depending on whether you had to install .NET 3.5 and/or 4.6. If it does not open, go to Step 8.
Click Next on the Welcome window, if it opens on your desktop. The Licence Agreement window opens.
Read the agreement and select I accept the terms in the license agreement.
Click Next. The Destination Folder window opens.
We recommend that you accept the default destination shown.
If you're installing on a 64-bit server, the program path will be C:\Program Files (x86)\MYOB\Central\.
Click Next. The Setup Type window opens.
Select Complete (or Custom) and click Next.
If you selected Complete, this installs all workstation components on this server. Continue at Step 13 below.
If you selected Custom, the Custom Setup window opens, displaying the options available for installation. All will be installed by default unless you select otherwise.
Click one of the drop-down lists to display the features available. There are different features available, depending on the option selected. The Client Installation drop-down is shown below as an example:
Click Help to open a help window about the options available. Click OK to close the window. Click Space to open a window that displays the amount of space available on your system after your options are installed. Click OK to close the window.
Select the appropriate feature (for example, This feature, and all subfeatures, will be installed on local hard drive) and click Next. Repeat for each feature. Click Next. The Destination Folder – Client Installation window opens. This is the location that is used for the network share path for the client workstation install.
Click Next to accept the default location. The Database Server selection window opens.
Enter your sa password (if any) and click Next.
A check is made to access a number of URLs using your internet connection.
If you receive an error message regarding no access to URLs which are essential, the installation will be cancelled.
Check your internet connection, firewall or virus protection software. Then run the install again.
If you are still having problems, contact MYOB support. If there are no issues the installation will proceed as normal. The followingwindow opens:
Select Backup Recommendation Acknowledged if you've already backed up your MYOB AE database.
Click Upgrade DB. The Please wait while upgrading database... window displays. The upgrade may take a while to complete (depending on the size of your database). When upgraded, the following window opens.
Click Install to start the installation wizard.
This server installation also copies the .NET 3.5/4.6 installer file, ready to be used on any workstation that does not have it installed.
If prompted, we recommend that you restart the computer once the installation is complete.
Click Finish.
Client (workstation) installation
A workstation (client) install must be run on each machine before using the new version of MYOB Accountants Enterprise version, otherwise you will not be able to open Accountants Enterprise on those machines.
Different setup steps are necessary depending on the type of server configuration your organisation uses.
Terminal server setup
If you have MYOB AE installed on a terminal server, we recommend that you disable automatic workstation updates. See To disable automatic workstation updates in Workstation setup in the Client (workstation) installation section below.
The automatic workstation updates will be disabled by default if you ran the MYOB AE server install on your terminal server.
If you use your terminal server as a workstation only, we recommend that you disable automatic workstation updates.
Log on to the Terminal Server console.
Open Control Panel > Classic View.
Click Install Application on Terminal Server.
Click Add New Programs.
Browse to the following location: \\servername\CentralClient. You can either:
open Windows Explorer and enter the path into the Address field or
select Start > Run and enter the path into the Open field and click OK.
Locate and run setup.exe in this directory.
If you see a question asking you to install Microsoft.Net Framework 3.5 or 4.6, Click Yes to install it. When installation is complete (it takes several minutes), the machine may reboot. If the machine reboots, restart the installation from Step 2 above.
The welcome window may or may not open, depending on whether you had to install .NET 3.5 and/or 4.6. If it does not open, go to Step 8.
Click Next. The Setup Type window opens.
Select Complete (or Custom) and click Next.
If you selected Complete, this will install all workstation components. Proceed to Step 10.
If you selected Custom, the Custom Setup window opens, displaying the options available for installation. The available options are Save with Contacts Add In or Outlook Add In. All will install by default unless you select otherwise.
Do you use the Save with Contacts Add In?
If Yes, go to Step 9b.
If No, click beside the Save with Contacts Add In and select This feature will not be installed. The icon will change to . This disables the feature, which won't be installed.
If you use MYOB Document Manager, select No for Save with Contacts Add In.
Do you use the Outlook Add In?
If Yes, go to Step 9c.
If No, click beside the Outlook Add In and select ‘This feature will not be installed’. The icon will change to . This disables the feature, which won't be installed.
Click Next. The Ready to Install the Program window opens.
Click Install. The Installing Accountants Enterprise Client window opens.
Wait while the installation window shows the status of the installation. The InstallShield Wizard Completed window opens.
Click Finish.
Reboot the terminal server.
You must reboot the Terminal Server BEFORE you access the software.
Workstation setup
Automatic workstation installation
For clients upgrading from MYOB AE version 5.4.3 or later, all workstations will automatically upgrade after you have installed MYOB AE on the computer where your MYOB AE application is stored.
When a team member opens MYOB AE on their workstation, a message displays saying there is an upgrade available. To upgrade the workstation, click Yes to allow the upgrade to run automatically. If you click No on the message, you won't be able to access MYOB AE.
If you're upgrading from a version earlier than 5.4.3 you will need to install the workstation manually. See the section below for further information. When you next upgrade MYOB AE, your workstations will be upgraded automatically. In some rare cases, you may be prompted to install the workstation manually. See the section below for more information.
To disable automatic workstation updates
If you have MYOB AE installed on a terminal server, we recommend that you disable automatic workstation updates. The automatic workstation updates will be disabled by default if you ran the MYOB AE server install on your terminal server. If you use your terminal server as a workstation only, we recommend that you disable automatic workstation updates.
Use the following procedure if you don't want to take advantage of the automatic workstation updates:
Browse to \\<ServerName>\CentralClient\WorkstationAutoUpdate.
Open ServerConfig.xml in Notepad.
Change <autoupdate>1</autoupdate> to <autoupdate>0</autoupdate>.
Save and close ServerConfig.xml.
To run a manual workstation installation
You will need to run a manual workstation install on each workstation if:
you're upgrading MYOB AE from a version prior to 5.4.3
you're installing MYOB AE on a new workstation for the first time
the workstation is on a workgroup instead of a domain, and you don't have local administrator rights
the workstation link is not operational
automatic workstation updates have been disabled for your practice.
In these cases, you will receive a message letting you know that a new version of MYOB AE is available and that you will need to run the workstation install manually.
If your computer is part of a domain, you don't have to be logged into Windows with administrator rights.
To setup a workstation:
Log on to a workstation as a user with administrator privileges or the domain administrator.
Browse to the following location: \\servername\CentralClient. You can:
open Windows Explorer and enter the path into the Address field or
select Start > Run and enter the path into the Open field and click OK.
Locate and run setup.exe in this directory.
If you see a question asking you to install Microsoft.Net Framework 3.5 or 4.6, Click Yes to install it. When installation is complete (it takes several minutes), the machine may reboot. If the machine reboots, restart the installation from Step 2 above.
The welcome window may or may not open, depending on whether you had to install .NET 3.5 and/or 4.6. If it does not open, go to Step 5.
Click Next. The Setup Type window opens.
Select Complete (or Custom) and click Next.
If you selected Complete, this will install all workstation components. Proceed to Step 7.
If you selected Custom, the Custom Setup window opens, displaying the options available for installation. The available options are Save with Contacts Add In or Outlook Add In. All will be installed by default unless you select otherwise.
Click Help to open a help window about the options available. Click OK to close the window. Click Space to open a window that displays the amount of space available on your system after your options are installed. Click OK to close the window.
Do you use the Save with Contacts Add In? If Yes, go to Step 6b. If No, click beside the Save With Contacts Add In and select This feature will not be available. The icon will change to . This disables the feature, which will not be installed.
If you use MYOB Document Manager, select No for Save with Contacts Add In.
Do you use the Outlook Add In? If Yes, go to Step 6c. If No, click beside the Outlook Add In and select ‘This feature will not be available’. The icon will change to . This disables the feature, which will not be installed.
Click Next. The Ready to Install the Program window opens.
Click Install. The Installing MYOB Accountants Enterprise Client window opens.
Wait while the installation window shows the status of the installation. The InstallShield Wizard Completed window opens.
Click Finish.
Reboot the workstation.
The workstation must be rebooted BEFORE you access MYOB AE.
Repeat this procedure for all other workstations, as required.
MYOB AE Tax ‐ Series 6 and Series 8 users (Australia only)
After you have installed MYOB AE version 5.4.43, you must also install:
Tax 6.49 or 8.33. After installing on the server, you will also need to setup each of your workstations.
Document Manager version 5.4.38 (if you use Document Manager).
Post-installation
Check your version number
Confirm your version is correct on both the server and all the workstations.
Open MYOB AE.
Select Help > About.
Check that MYOB AE version number is 5.4.44.100
Upgrade Corporate Compliance (Australia only)
If you don't have the latest version of Corporate Compliance, you'll see this message during the installation of Accountants Enterprise:
