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Upgrading Sage 100 v2016 Premium to v2022 Premium

  • 1.  Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-16-2023 16:52

    We are upgrading our customer from Sage 100 Premium v2016 to v2022.  Customer asks the following. Background is because they have 55 users running Sage, they reviewed the SQL per core licensing model instead of per user because it's cheaper once you reach say 30+ users. I believe @Steve Iwanowski mentioned that once.

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    We got back the quote for A sql server license.  It is for 2022 and includes downgrades all the way to 2016. It was quite a bit of a sticker shock but may not be something we can negotiate.

    At any rate, would it be possible to continue to use our existing SQL 2014 server (the one currently used Sage 2016 Prem) ? We are wondering if SQL Server 2016 or later is a strict requirement (like the Sage Supported Platform Matrix says) . If not, and we can remain in a Sage supported configuration by doing so, it would save us quite a bit of capex.

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    Question: What do y'all think of using SQL 2014 for 2022 Premium and can the Sage Migration tool actually migrate from the current VM to the same VM. Appreciate your input
    @Kevin Moyes 



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    Chris Love
    Accounting Systems, Inc. (ASI)
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  • 2.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-16-2023 17:02

    We stick with the Sage SPM firmly. 

    Anyone who insists on deviating from that (like running an older version of Sage / MAS on a newer server / workstation), we make sure they know it is "at your own risk", and we are limited to "best effort" with no guarantees (billing for all efforts related to troubleshooting).

    The SQL back end is critically important.  I personally wouldn't offer to try.  Even a short term successful test could turn into long term pain.  Not worth it.



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 3.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-16-2023 17:03

    Just to make sure your customer is not being taken advantage of, they can see the general SQL Server 2022 pricing here. Licensing virtual server require at least 4-core, and it's $4K for 2-core, so expect SQL licensing to start around $8K.

    If the hardware capacity is sufficient on the existing VM, then you can absolutely still use the same VM, though you'll need to install a second SQL Server instance and install/migrate Sage 2022 there. I don't have a definitive answer for Sage 2022 on SQL 2014, but I'd expect Sage to work just fine, and that should be easy enough to test. 



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    Steve Iwanowski, NextStep Technology Advisors, aka DSD Lancaster PA ¯\_(ツ)_/¯
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  • 4.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-16-2023 17:07

    I forgot to mention that installing multiple instances of SQL Server on the same VM does not require additional licensing.



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    Steve Iwanowski, NextStep Technology Advisors, aka DSD Lancaster PA ¯\_(ツ)_/¯
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  • 5.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-16-2023 17:09

    @Steve Iwanowski We recommended an 8 Core SQL license to this customer. Are most of the instances you recommend/deal with only 4 core? Their current SQL Server only has 4 cores, but we believe it should have more. What's the criteria for suggesting 4 core vs 6 core vs 8 core?



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    Chris Love
    Accounting Systems, Inc. (ASI)
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  • 6.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-16-2023 17:19

    All of our Premium have fit in 4-core, but they are ~40 users or less. I usually hit RAM limits with Sage/SQL before CPU, but if they are experiencing sluggishness when querying with 4-core, I would test with 6-core before bumping up to 8.



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    Steve Iwanowski, NextStep Technology Advisors, aka DSD Lancaster PA ¯\_(ツ)_/¯
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  • 7.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-17-2023 15:57
    I'm sorry, but that should be an absolute no.  2014 SQL is not going to have the power of the 2019 version does and is not supported at all with Sage. You are going to have problems with Sage 2022 starting with performance, TLS and on and on. They need to remain in compliance regardless of the amount of money they have to spend I'm sorry to say.   You only need 2 user licenses for SQL. You know that right? One for the mas_user and one for the mas_report accounts used by Sage. If they're doing a bunch of extra stuff they may need more licenses but that would not be because of Sage. Sage only wants 2.  Just a thought.  

    Carmen Cruz
    Sage Consultant
    carmen.cruz@compudata.com
    215-969-1000 Ext. 279
    www.compudata.com
    Work Smarter... Together 

    CompuData, Inc. • 325 Chestnut St, Ste 700 • Philadelphia • PA • 19106





  • 8.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-17-2023 23:28

    That was a question I had as well, which was how many SQL users would they need as it relates to Sage if they have 50+ Sage users. Would you need 50+ users for SQL as well? If so, then licensing by core became more cost effective. That was our understanding. 



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    Chris Love
    Accounting Systems, Inc. (ASI)
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  • 9.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-17-2023 23:51

    I agree with Kevin and Carmen that the best course of action is compliance with the PFM, but I'd speculate that the only reason Sage dropped SQL 2014 support is because Microsoft dropped SQL 2014 Active Support (security support continues until next year, i believe), not for any technical or performance reason.

    Ultimately, SQL Server licensing comes down to the honor system until an audit occurs, but as a Microsoft Partner, the licensing guideline we follow is if a human obtains any benefit directly or indirectly from a service, they require a license. I've heard Sage's two-SQL-user-only explanation before but I've never seen confirmation from Microsoft that it's legit (and I would love to be wrong!)



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    Steve Iwanowski, NextStep Technology Advisors, aka DSD Lancaster PA ¯\_(ツ)_/¯
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  • 10.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-17-2023 23:58

    This has probably changed, but up until we dropped Saleslogix, the rule for SQL Server, which underpinned the app, was you only needed the 2 license for SA and SLX users. The rest were Windows apps. This also made sense because lots of users were remote, meaning their laptop instances of SLX sat on top of SQL Express.  

    I think Sage has been silent on this requirement for Sage 100 Premier so they would sell more SQL ....



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    Jerry Norman
    Smartbridge Partners
    (512) 653-7498
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  • 11.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-18-2023 03:55

    When Sage was selling SQL licenses they quoted it at the number of Sage users.  No idea if that was an M$ dictate or Sage getting greedy, but it would seem that someone ought to provide a clear answer that would hold up on an audit.



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    Phil McIntosh
    President
    Friendly Systems, Inc.
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  • 12.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-18-2023 08:29

    Having been through a number of Microsoft audits, the auditor will almost always err on the side of you owe money.  However, the rules with SQL Server were very clear the last time I was audited (about 3 years ago).  If a named user accesses SQL Server the licenses are either by the core or required for each named user.   If the connection is anonymous to the server by the program,  but the user is named on the server they will consider that user named and charge for the license. 

    For a true web application, where the named user never authenticates to the server (Sage CRM only user for example), the argument seems mirkier as the server never knows who the named user is. They were named users in our internal systems, but not on the server.  We refused to pay for that and eventually they went away (although they never officially agreed with our argument).  



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    Gary Feldman
    I-Business Network
    Marietta GA
    16786270646
    http://www-i-bn.net
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  • 13.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-18-2023 11:59

    Expanding Gary's experience. With SLX, users logged into a server, but only the SLX app knew about the SQL Server, communicating to it with the SLX SQL user id. 

    Does Sage 100 Premium communicate with SQL via a Sage SQL user, or with named users?



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    Jerry Norman
    Smartbridge Partners
    (512) 653-7498
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  • 14.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-18-2023 12:33

    The Microsoft license in a hosted environment was very clear that if a named user had the ability to use a license, they would be liable for the license regardless of whether they used it or not.  I believe the logic is consistent with standard licenses.  Under this logic, if the user was named on the server, we had to put in controls to prevent them from using a license in order not to charge them for a license.   We did this with groups and related group policies for Office and SQL licenses.

    Resellers are not the Microsoft License Police, but we should be careful not to recommend solutions in violation of license requirements in case of audit.



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    Gary Feldman
    I-Business Network
    Marietta GA
    16786270646
    http://www-i-bn.net
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  • 15.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-18-2023 17:26
    Edited by Doug Higgs 06-18-2023 19:48

    @Gary Feldman Regarding " if the user was named on the server, we had to put in controls to prevent them from using a license in order not to charge them for a license. ":  If Sage 100 is on a VM and SQL Server is on a separate VM, and the Sage 100 VM or the SQL server VM are not domain controllers, then I wonder if only two SQL licenses are required.  Since active directory (named users) are not on either the Sage 100 server or the SQL server are only two SQL licenses needed?



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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
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  • 16.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-19-2023 09:11
    Edited by Gary Feldman 06-19-2023 09:12

    @Doug Higgs @Jerry Norman  - From my experience Microsoft was not concerned with how an application worked, but whether the user was capable of accessing the functions it licensed.  So where the domain controllers are or what the application does is only a factor if the user can access the functionality.  So if the user authenticates to a domain via a dedicated domain controller or one on the Sage100 server is irrelevant.  Can the user through the network access the SQL Server is the question.  For example, if the user can access SQL Management tools or query a database using their credentials via Excel, then the user has access to the SQL Server and should be included in the lis tof named users (if server based licensing is not applied).

    Just like we never gave tax advice and recommended customers talk with their CPA, in cases where we did not control the domain or rights within the domain, we would always refer the customer to their LAR. 



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    Gary Feldman
    I-Business Network
    Marietta GA
    16786270646
    http://www-i-bn.net
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  • 17.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-19-2023 09:16

    Thanks for clarifying @Gary Feldman .  That's great news for Sage 100 Premium end users.  In many or most cases, only MAS_User and MAS_Reports would need to be SQL named users, so only the two SQL licenses would be needed.



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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 18.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-19-2023 11:16

    The nuances of SQL licensing are beyond my expertise, and we always push clients to manage their own SQL licenses.

    The two license explanation from Sage never made sense to me.  Yes, MAS_User, through the Sage service, handles read-write activities of the program.  MAS_Reports credentials are sent to the client software when printing a Crystal Report (for accessing read-only SQL data).  But Sage doesn't allow everyone using the same Sage login and calling that one connection.

    This seems to reinforce that impression:



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 19.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-19-2023 11:44

    IMO, we're too far into the weeds here. We should be bringing focus to the customer's value and outlining their choices in deciding what to do.

    Earlier, I brought up my previous SLX experience. But we purposely never actually quoted SQL Server costs. Like the server and related costs, we always left that to the customer's IT team to figure out. The customer used those estimates/quotes to add to our costs to understand their cash costs of converting from whatever they had at first to SLX or other alternatives. 

    As Sage consultants, we should too. If this is your customer's first experience with SQL, then the MS licensing cost is probably a shock. If they already use SQL for other apps, then they probably aren't asking. If they're asking, we must point them back to their IT because it's their quotes that matter. If that makes the customer's shift to Premium "too expensive," then we must reengage them in a value exploration: "what benefits were you hoping to gain by using our SQL version?" 

    They have other choices to consider: Sage 100 Providex, keeping their current site, the alternative ERP lurking in the background, etc. 

    SQL licensing cost is part of the reason that competitive cloud offerings are more expensive than Sage 100. Can't change that. But we CAN work to change the customer's understanding of the value that Sage 100 brings to them.  



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    Jerry Norman
    Smartbridge Partners
    (512) 653-7498
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  • 20.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-19-2023 11:53

    @Jerry Norman Customer is currently running Sage 100 Premium on SQL Server v2014. Cost of SQL Server 2019 was a shock, and I just found out this morning that 2014 license was likely for 8 cores. 

    One of the suggestions given to me was to downgrade them to Sage 100 Advanced instead of Premium. Customer is highly customized and there's some concern that Premium and SQL play a role in some of the data corruption issues the user is experiencing, though it's not something we have proven. 



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    Chris Love
    Accounting Systems, Inc. (ASI)
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  • 21.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-19-2023 12:36

    SQL is by far more reliable in maintaining data integrity, with one exception: someone is editing raw SQL data.  Sage 100 itself is greatly aided by the SQL back-end (compared with Providex).  Premium doesn't have the "rebuild key files" utility for a reason: it's technically impossible for that to be a problem in SQL.

    If you have data integrity issues with SQL, remove write permissions from everyone (except MAS_User), and tightly control who has sysadmin credentials / DFDM access, to see if the problems stop.  Any 3rd party who is happy the database is in SQL, so they can put data directly into the tables, I give a firm "no, don't ever do that".



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 22.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-19-2023 11:56

    This should come out of urgent support.

    Another thing to consider - and the main reason I started my own FAQ on Premium - if the customer calls Sage for better information on SQL requirements, they will probably come away more confused than before they called. The last two customers I had called Sage returned to me saying that whoever they spoke to at Sage could not provide any additional guidance.

    I strongly advocate using FAQs (or checklists) since you can cover a LOT of information that the customer might "forget" to ask. This saves a TON of headaches when you are 85% of the way through your Premium migration and the customer asks what happened to their Custom Financial reports that they'd been using in their old Sage 100 since 3.71.

    Whenever I have another unique situation with a Premium migration, I add it to the FAQ. For the next customer, I have an updated FAQ they can review ( or not ), which covers all the gotchas I've had prior customers ask about.

    I follow a similar tactic: "Will Sage 100 run on _______". I never under any circumstances give a yes or no. I provide the SPM and let the customer's IT department review it. 



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 23.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-19-2023 12:23

    As Sage 100 Premium consultants, we need to have a clear understanding of the SQL licensing requirements as they apply to a Premium installation.  I don't want or need to be a MS licensing expert, however, we need to be able to advise the end user as to the proper configuration...SQL licenses needed, memory allocated, recovery mode, log file size, etc.  Sage should document these requirements in the SPM.



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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 24.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-19-2023 12:50

    Great point. Once the customer moved from "we want to upgrade" to "we don't know if we want to continue with SQL" it became a billable project. 

    By "billable" I mean fixed-fee consulting to create options for resolution with their pros and cons. (Finding and Options portion of Kless's FORD consulting model.) They already have the IT costs of the upgrade, and the risks of staying with 2014. If they want to keep 2014, any upgrade proposal from you must include what those contingencies might involve, include your fees. 

    This approach elevates our perceived value to the customer above that of the IT consultant selling the SQL licenses. We should advise on the questions to ask the IT vendor and we provide application functional answers to IT's questions, but we're not selling the SQL license so we can't have that final answer. Having the answers about how to make the most from the application that sits on the SLQ will generate far more consulting $$.



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    Jerry Norman
    Smartbridge Partners
    (512) 653-7498
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  • 25.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-18-2023 12:51
    Sage Premium currently regarding SQL has 2 user licenses so to speak.   MAS_USER gives the users access to Sage and its data.   MAS_REPORTS gives the users and Crystal access to reporting needs.   When we did a purchase for recent client, they had to have their own SQL Software as that is no longer provided at all by Sage anymore without a full-on purchase, but they did have to get the user License from Sage and it was only for the 2 accounts. 

    Carmen Cruz
    Sage Consultant
    carmen.cruz@compudata.com
    215-969-1000 Ext. 279
    www.compudata.com
    Work Smarter... Together 

    CompuData, Inc. • 325 Chestnut St, Ste 700 • Philadelphia • PA • 19106





  • 26.  RE: Upgrading Sage 100 v2016 Premium to v2022 Premium

    Posted 06-19-2023 10:21

    Sage does show the Microsoft SQL Server Runtime CAL at $120 on their 4/14/2023 price list. There is at least one significant restriction ( see original Sage notification to channel ) that limited the use of the SQL Server Runtime for use with Sage. Another limitation was using the CAL on a dedicated server but not in a hosted environment.  Sage even published a compliance flowchart outlining the restrictions.

    When asked about purchasing SQL, I typically suggest the user buy their own SQL licenses ( as opposed to going through Sage ). Then I send them this FAQ on Premium that I've compiled over the years from information shared in the group.



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
    ------------------------------