Installing and upgrading

Install only one Sage CRM instance per server. Sage doesn't support configurations where two or more Sage CRM instances are installed on the same server.

Installation prerequisites

Before installing or upgrading Sage CRM, make sure that: 

  • Your environment meets the Sage CRM 2024 R1 Hardware and Software Requirements published on the Sage CRM Help Center.

  • You have Microsoft OLE DB Driver for SQL Server installed on the SQL Server that will be hosting the Sage CRM database.

    Download Microsoft OLE DB Driver for SQL Server

    You need to install driver version 18 or later. If you don't have this driver installed, the Sage CRM Setup cannot connect to the SQL Server.

If you make Sage CRM available outside your corporate network, consult your Sage business partner about protecting your data, enable Secure Socket Layer (SSL) and make sure that users connect to Sage CRM via a Virtual Private Network (VPN).

Upgrade path

You can use the Sage CRM 2024 R1 installation package to upgrade from versions 2023 R2, 2023 R1, 2022 R2, 2022 R1, 2021 R2, 2021 R1.

To upgrade from an earlier version of Sage CRM, please first upgrade to one of the versions listed here.

Consider the following:

  • Computer telephony integration (CTI) has been removed from Sage CRM and is no longer supported. If you have CTI installed in a previous Sage CRM version, upgrading to 2024 R1 completely removes CTI.

  • The File extension restrictions blocklist was discontinued in Sage CRM 2023 R1. If you are upgrading from a pre-2023 R1 version, the Sage CRM Setup does not transfer the file name extensions from File extension restrictions to Sage CRM 2024 R1. You need to transfer these restrictions manually.

Post-installation/upgrade tasks

  • Sage CRM Setup cannot upgrade Microsoft SQL Server Express installed with a previous Sage CRM version. As a result, you may end up with Sage CRM using an unsupported Microsoft SQL Server Express version. If necessary, manually upgrade Microsoft SQL Server Express after upgrading Sage CRM.

    For supported Microsoft SQL Server Express versions, see Sage CRM 2024 R1 Hardware and Software Requirements published on the Sage CRM Help Center.

  • Make sure that user passwords in Sage CRM are not blank. We test Sage CRM features in an environment where every user has a nonblank password assigned. If you have blank user passwords in your environment, Sage CRM features may behave unpredictably.

  • Log on to Sage CRM as a system administrator at least once before upgrading to the next version. This is required to update the Sage CRM database correctly.

  • Clear the Web browser cache on each user's computer to ensure the Interactive Dashboard works correctly

  • Re-enter the Sage CRM system administrator password after you have upgraded Sage CRM that is integrated with another system. This is required to hash and securely store the password.

    1. Log on to Sage CRM as a system administrator.

    2. Go to My profile icon | Administration | Integration | Integration List and click the integration for which you want to re-enter the password.

    3. Select Disable and then select Continue.

    4. Select Change.

    5. In the CRM Password text box, re-enter the password.

    6. Select Save.

    7. Select Enable.

You must re-enter the Sage CRM system administrator password using the steps above whenever you modify your integration.

Supported themes

The only supported Sage CRM theme is Contemporary.

We recommend that after installing or upgrading Sage CRM system administrators make sure that the Contemporary theme is set as the default theme.

For details, see Changing the default theme in the Sage CRM 2024 R1 System Administrator Help published on the Sage CRM Help Center.