Installing and Updating SapphireOne

Installing and Updating SapphireOne Overview

Before you begin the process of installing and updating new builds of SapphireOne, it is recommended you consult the additional articles available in the Client Server category. These articles contain comprehensive details and insights that will assist you throughout the installation process. Should you require further clarification at any stage, please refer back to these resources.

Remember that all files except for the CompanyID.4DD file can be replaced during the installation or upgrade process. Regularly back up the CompanyID.4DD file to ensure the security and integrity of your organisation’s data.

Checklist for Installing and Updating SapphireOne

  1. Preparation
    1. Ensure you have read the relevant articles in the Client Server area of the knowledge base for additional details and information.
    2. Confirm that you have administrative access to perform the update.
  2. Checking the Data File
    1. Use the Client application to check the current version of SapphireOne you are running. Note the Version Number, specifically the last group of numbers after the last dot, which ranges from 0 to 100 or more.
    2. Use the server application to run the Verify Records and Indexes procedure from the Maintenance Tab. If errors are reported, contact SapphireOne support staff before proceeding.
  3. Download the New Build
    1. Download the required files from the SapphireOne file station into a designated folder for extraction.
    2. Locate the Server Database folder within the unzipped archive, which may not be the top folder in the directory.
    3. Rename the new Server Database folder by adding SapphireOne’s build number to the end (e.g., Server Database01, Server Database02, etc.).
  4. Installing the New Build
    1. Move the renamed Server Database folder to the correct location, which will be immediately above or below the existing Server Database folder in the directory.
    2. Ensure that the server is shut down before proceeding with the next steps.
  5. Shutdown the Server
    1. Perform a manual backup of SapphireOne to a zip file.
    2. Move the backup archive file to a permanent storage location.
    3. Delete the old Server Database folder.
    4. Rename the new Server Database folder by removing the number at the end, reverting it to just ‘Server Database’.
  6. Restart the Server
    1. Restart the server and immediately connect to it with a Client Application on a connected network, or if available, use the Client application on the server itself.
    2. Verify that the SapphireOne build or version number is correct in the SapphireOne tool bar.
    3. If the version or build number is incorrect, ensure that the correct build has been downloaded and installed. Repeat the process if necessary. Once step 6 is complete clients are able to access SapphireOne.
  7. Cleaning Up
    1. Ensure that no old files or folders are left behind that could cause confusion or errors in future updates.

On MacOS, please ensure that Full Disk Access is enabled under System Settings > Privacy & Security > Full Disk Access, for the SapphireOne Server to operate correctly.

By following this checklist, you can ensure a smooth and successful update to the latest build of SapphireOne. If you encounter any issues or require further assistance, please do not hesitate to contact our support team.

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

Was this helpful?