Upgrade Information Manager Tips

Key steps

After installing the new version of Sage 300 System Manager and relevant modules (for the version you are upgrading to):

Step 1: Run the Information Manager installation program for the same version as the System Manager version.

Step 2: Refer to Installing Orchid Module

Step 3: Follow the prompts to confirm the file location of the Sage 300 programs and shared data directory (these should be defaulted from the earlier Sage 300 System Manager installation).

Example: If you upgrade from Sage 300 version 2025 to version 2026, you need to install Information Manager version 2026. This will create the IY73A folder in your Sage program directory.

Step 4: Activate the new version in Sage 300 Administrative Services > Data Activation.

Step 5: Enter the Serial Number and Activation Code in the Information Manager License Screen. Leave the Activation code blank to generate a 30-day trial code.

Step 6: Refer to Orchid Module License Screen for details on each module.

Step 7: If using the web screens, update the web tray configuration in I/M Options. Configure the Web Tray

Step 8: If using Report Runner,

  • Check the customization directory in Sage 300 Administrative Services.

  • In I/M Setup, check the customization directory is still valid for the new server

  • Rename the EBxxA to use the new xx values.

Example: If you upgrade from version 2025 to version 2026, rename the EB72A folder in the Customization Directory to EB73A.

Document Management Link and Notes

In the latest product update (since PU13.00) for Information Manager version 2022 and above, DML users are configured in the Information Manager license screen instead of the System Tray.

After activating the latest update / upgrade, you can open the Information Manager License screen and add the Sage 300 users who need access to Document Management Link.

Note:

If users are not manually added to the I/M license screen, they will automatically be included in the license file as DML Users if they were flagged as such in the System Tray (from the previous DML release) the first time they log in to Sage 300.

You can log on as ADMIN to open the Information Manager License screen and review which users are DML Users.

Report Runner for Crystal Reports

Report Runner for Financial Reports

With GL Financial Report, you need to update the path to the reports if your GL Reports are pointing to the actual GLxxA>ENG Folder.

You can do it one at a time if you don't have too many or update them in SQL server. In I/M Financial Report Runner, you can select the report, Edit and click on Browse to find the report in the appropriate folder.

In cases where you have many reports, you can update the path directly in the database using SQL Management Studio. The query below will list all financial reports. The Report path and name is in the [VALUE] field.

SELECT * FROM EBFR WHERE SKEY ='CMDFRSELECT'

You can update the [VALUE] field using SQL Syntax to replace the path where appropriate.

Tip: Save the GL Financial Reports in a customization directory folder that is not version specific. This will make upgrades easier.