Sage 100

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  • 1.  Upgrading hundreds of reports in Sage Intelligence

    Posted 11-13-2020 11:20
    Edited by Cooper Black 11-13-2020 11:30
    I am upgrading a customer from Sage 100 Premium v2017 to v2019.  They use Sage Intelligence and have hundreds of reports.  I can only find the method of exporting each report (one at a time) and then import them in the new SI. Does anyone have any other way?  I found the bulk import but nothing on export.
    @Joe Uhl, I hear from a birdie that you may have some insight.

    Thanks

    Cooper

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    Cooper Black
    Accounting Systems, Inc. (ASI)
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  • 2.  RE: Upgrading hundreds of reports in Sage Intelligence

    Posted 11-13-2020 11:28
    While I can't guarantee Premium works the same way, but for Standard and Advanced 2017 to 2019, you can just move the Repository  if a new server) and change the Meta Repository location in SI.  If same server and Repository in a good place, just make sure new version SI is pointed to it.
    N

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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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  • 3.  RE: Upgrading hundreds of reports in Sage Intelligence

    Posted 11-13-2020 11:39

    Thanks Nancy.  Checking that now.  Will update.

     




    Original Message


  • 4.  RE: Upgrading hundreds of reports in Sage Intelligence

    Posted 11-13-2020 11:53
    Well, so far it is working.....

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    Cooper Black
    Accounting Systems, Inc. (ASI)
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    Original Message


  • 5.  RE: Upgrading hundreds of reports in Sage Intelligence

    Posted 11-13-2020 11:57
    SI does make it painful if you follow the "official" steps....  I always make a BU of the SI folder, change the pathing if necessary and cross my fingers.  Worst case is you have to follow the official steps.

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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    Original Message


  • 6.  RE: Upgrading hundreds of reports in Sage Intelligence

    Posted 11-13-2020 12:01

    Love that approach.  So far so good on this method.

     




    Original Message


  • 7.  RE: Upgrading hundreds of reports in Sage Intelligence

    Posted 11-13-2020 12:01
    I think the key is whether SI for the new Sage 100 is a higher SI version than the source system.

    Does anyone have a list of SI versions associated with each Sage 100 version?

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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    Original Message


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