Upgrading Sage CRM - A round up of useful articles to guide you through the practicalities

1 minute read time.

Keeping Sage CRM up to date is essential for security, performance, and compatibility. Each new release includes critical security enhancements, bug fixes, and improved integration with modern technologies. Upgrading also ensures compliance with supported operating systems, databases, and browsers, preventing disruptions in business operations.

Beyond security and stability, upgrading delivers new features that enhance the user experience, simplify workflows, and improve API capabilities. Sage CRM also continues to optimize deployment options, offering better support for virtualized environments and cloud-based hosting.

To help customers navigate the upgrade process, we’ve compiled a series of blog articles covering key aspects of upgrading Sage CRM, from planning and best practices to technical considerations and real-world case studies. Explore the links below for practical guidance on making your upgrade smooth and successful.

How and why?

Licensing

Java and Tomcat

Long Tail Upgrades

  • Hi

    Thiw would be to set up local help in Sage CRM 2024 R1 when your system doesn't have internet access.  You need to install the help files locally on your Sage CRM server. Here are the steps to do so:

    1. Locate the Sage CRM 2024 R1 Help Setup file in the root of the Sage CRM Setup package. The Help Setup file name follows this format: SageCRM_<VersionNumber>_HelpSetup.exe , where <VersionNumber> is the Sage CRM version the setup is for.
    2. Copy the Help Setup file to the Sage CRM server where you want to install the help files.
    3. Run the file and complete the Setup Wizard. You will be prompted to enter administrative credentials for the Sage CRM database.

    Once installed, the help files are available locally, and other Sage CRM servers in your environment will automatically get access to these help files. You can always switch back to using help hosted on web servers if internet access becomes available.

  • The Download Portal has links in last several versions for Download Sage CRM 2024 R2 Help Setup.  This downloads a file name SageCRM_2024R1_HelpSetup.exe.  I've searched the KB and the General Discussion forum for info on this file but can't find anything.  Can you point me to a doc that explains it?  Thanks.