Sage 100

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  • 1.  Sage Intelligence - Providex to Premium

    Posted 05-29-2019 19:45
    Hi
    Anyone have a tried/true process to upgrade/migrate reports (consolidated/multi company) from Providex to Premium?
    v2016 to v2018?
    Key words - providex to premium?

    Thanks
    N

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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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  • 2.  RE: Sage Intelligence - Providex to Premium

    Posted 01-28-2020 07:35
    I have a customer in this situation asking about moving Sage 100 Standard to Premium and how/whether Sage Intelligence will still work.

    @Nancy Hanson can you elaborate on what needed to happen on the Sage Intelligence side? ​

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 3.  RE: Sage Intelligence - Providex to Premium

    Posted 01-28-2020 10:27
    HI Wayne
    I believe Sage told me we should be able to export/import the reports.  I don't have good luck with the export/import process to begin with so rarely use it for any upgrade.
    My process is to take copy a Premium Report Designer to the custom folder to unlock it and rename it, then open the Excel Template (.xltx) and save it to the unlocked Report Designer.  In essence, I get a new ​Designer.  It can be time consuming if there are a lot of reports/folders.
    Almost always though in going to Premium, I run into the Tenant Cache problem of duplicate data due to the MAS90 4.0 ODBC Driver creeping back in. 
    It would be interesting to see if a registry cleaner used on each workstation after uninstalling Standard Sage would remove any remnants of the MAS90 4.0 ODBC Driver.  Haven't tried this yet.

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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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  • 4.  RE: Sage Intelligence - Providex to Premium

    Posted 01-28-2020 11:14
    Thanks! 
    Is there a noticeable speed difference for users when they transfer Sage Intelligence from a Providex to SQL database?


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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 5.  RE: Sage Intelligence - Providex to Premium

    Posted 01-28-2020 11:52
    My most recent user did see​ a noticeable difference.  However, it was a hosted environment to a local environment.  Memory and current operating systems (not a 2008 R2) on the Sage server is really important.

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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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  • 6.  RE: Sage Intelligence - Providex to Premium

    Posted 03-16-2020 15:13
    Can you elaborate a little more on how you make this migration of Sage Intelligence from Sage 100 Standard to Premium? I have a customer who I am working on just such a migration very soon and would love to be able to save some time by following someone's roadmap.

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 7.  RE: Sage Intelligence - Providex to Premium

    Posted 03-18-2020 19:53
    Hi Wayne
    I believe Sage says you can export from the old and import to the new even in a Standard/Advanced to Premium.  However, I generally will copy a new Report Designer Template to the customer folder and rename (in SI RM), then open the old Template in excel and do a Save Template to the new Report Designer Report.  ​
    The problems, if any, appear to be in the Cache area with the old ODBC driver showing up causing problems with duplicate data.  Sage claims there is a machine using SI that still has the old ODBC connection going on.

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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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