Upgrading Sage CRM

For a list of Sage CRM versions from which you can upgrade to 2024 R2, see the Sage CRM 2024 R2 Release Notes posted on the Sage CRM Help Center.

You should make a full backup of your data before upgrading. After upgrading Sage CRM, you must 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.
  1. Run Setup.exe and click Install Sage CRM. Click Next to move through the installation wizard.
  2. Review and accept the software license agreement.
  3. Choose Upgrade previous version of CRM, confirm your name and company name, and enter your license key.
  4. Specify settings to connect to the database server.
  5. Select Backup existing copy of the database, program files and registry and specify the backup location for the database.
  6. Select if you want to install Sample Self Service support site.
  7. Select the protocol or proxy settings if required.
    • If you select Use HTTPS for Sage CRM connections, you must manually add a server certificate on the web server (IIS) used by Sage CRM and create an HTTPS binding for the CRM site. For more information, see How To Set Up an HTTPS Service in IIS.
      After you enable HTTPS, update the HTTPPort and OutlookPort entries in the Custom_Sysparams table in Sage CRM with the port you configured in the HTTPS binding settings.
    • If you select Use proxy for Internet access, enter the proxy server address and port and authentication details.
  8. Review the current settings. Click Next to begin upgrading.
  9. After upgrading, clear your browser cache once for an optimized view of Sage CRM.