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MYOB AE install guide—2022.3 (Australia)

Release date—29 March 2023

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This install includes a step (after you've accepted the Terms and conditions) that will prompt you to change your SQL password for sa username. This window will only appear if you're using the default password set by MYOB. Learn more.

Prerequisites

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 2021.0 installed.

  2. Make sure:

    1. that your computer meets the system requirements.

    2. the anti-virus/malware software and user account control on your server are disabled.

    3. 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.

    4. that you have internet access.

    5. that you know the login name and password for your server, SQL server, and each workstation.
    6. you exit all MYOB software and all Windows programs on your server and workstations.

    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.

  3. To make sure that your database is upgraded correctly you MUST reboot the server machine that you intend to use to perform the MYOB AE installation on before you start the actual installation.

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

  5. Check your disk space and back up your data:

    1. The combined installer requires a minimum4GB 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).

    2. 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.

    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.

  6. If you use Document Manager, make a note of the document manager file store:
    1. Log in to MYOB AE.
    2. Go to Maintenance > Maintenance Map > Documents > Document Manager Setup > File Store tab.
    3. Make note of the location. If the location is on a different server, you will have to run DMconfig.exe. Check steps in the Document Manager installation under the 'Upgrading your existing version' section

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 take care of turning it off and restarting.

  • The last three years of MYOB AE Tax are upgraded using the combined installer.

Upgrading your existing MYOB AE
1. Install the update

  1. Download the MYOB_AE_2022.3_AU_Installer from my.MYOB.

  2. Browse to the location where you saved the download.

  3. Double-click the downloaded file and follow the on-screen installation instructions.

  4. Read the Licence Agreement carefully, select I have read and accept the licence agreement then click Next.
  5. If you're:
    1. not using the default password for SQL sa username, then the installation will continue. Go to step 2.
    2. using the default MYOB password for the SQL sa username, you'll see the following window. For more information and to see the steps on how to change the password, go to Changing your default SQL password for sa username.
2. Update workstations and terminal servers

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.

  1. Open Windows Explorer and navigate to X:\MYOBAE\AESQL\WorkstationInstall is the machine name of the server.
  2. Double-click setup.exe and follow the prompts.
If you have Document Manager

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

If the server you are installing on is your document file store server see Installing on your document file store server.
If the server you are installing on is not your document file store server see Installing the document file store on a different server.

Installing on your document file store server
  1. Select the Is this server the File Store Server? checkbox, then click Finish.
    If you have already have Document Manager on your server, you will see this screen. Select Reinstall and click Next.

  2. 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.

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

Installing 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.

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.

If you have multiple servers

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:

SQL server

Application Server has

 Upgrade process

Everything on the SQL server

 

Run the install on the SQL server only.

SQL databases and MYOB services on SQL server

MYOB shared directory(eg: S6system)/Program files

Run the install on the SQL server only.

 

SQL databases and MYOB services on SQL server

  • MYOB shared directory(eg: S6system)/ Program files
  • Document Manager file store

Run the install on the SQL server only.

Run DMConfig.exe on App Server

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.

Post-installation

Check your version numbers

Product

Version number

MYOB AE

  1. Open MYOB AE.

  2. Click Help and select About.

  3. Confirm the:

    1. Install version: is 2022.3

    2. Version is 5.4.46.170

  4. Click Plugins.
  5. Confirm the version for the following products:

    • Statutory Reporter: 5.4.46.170

    • Client Accounting: 5.4.46.170

    • Document manager: 5.4.46.170

    • Practice Manager: 5.4.46.170

    • Tax Homepages: 7.0.23.170

AE Tax
  1. Open a tax return.
  2. Click Help and select About.
  3. Confirm that the version is:

    • 2022.3 (for a 2022 tax return)

    • 2021.6(for a 2021 tax return).
  4. Go to C:\Program Files (x86)\MYOB\SBRSender\Server\Service\<SQL_Database_Name>.
  5. Right-click MYOB.Tax.Sbr.Common.dll file, select Properties and click the Details tab.
  6. Confirm that the version number is 7.0.23.170.
  7. If you have more than one database, check the version is correct for each database.
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