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How do I rollback Sage HRMS to previous version?

This article serves as a high level overview as backup and restore utilities vary depending on each customer's environment. 

***For assistance with this process, please contact your partner of record***

1. Using your existing backups, restore the whole server to a state prior to beginning the update. 

A. Ideally this will be using a snapshot or full backup of the server where the HRMS server and SQL servers are located.

B. If you only have a backup of the SQL databases and not the full server, you will need to do the following.

    1. Make another backup of the server and SQL databases before you start
    2. Make a copy of the following folders to an external location.
      • Custom Payroll Reports
        • \Sage\SageHRMSServer\Payroll\CustomReports\
        • If stored on the client instead of the server
          • C:\Program Files (x86)\Sage\Sage Accpac\
        • Tax Filings
          • \Sage\SageHRMSServer\Payroll\AATRIX
        • ACA filing/Custom HR Reports
          • \Sage\SageHRMSServer\Data
        • ESS/HRMS Web
          • C:\Program Files (x86)\Sage Software\Sage Employee Self Service\CustomFiles

C. Uninstall the HRMS server, HRMS Client, and Crystal Reports Runtime Engine (32 Bit)

D. If ESS/HRMS Web was updated, Uninstall that as well.  If It is still on the update you are reverting to, leave it as is.

E. Rename the following folders with .OLD at the end of the name.

    • \Sage\SageHRMSServer
    • C:\Program Files (x86)\Sage\Sage HRMS Client
    • C:\Program Files (x86)\Sage\Sage Accpac
    • Rename the following ONLY IF YOU UNINSTALLED ESS ABOVE.  C:\Program Files (x86)\Sage Software\Sage Employee Self Service

F. Restore the following databases to an backup taken before stating the update

    • Live
      • Default: SageHRMS_Live
    • System Payroll
      • Default: SageHRMS_SYS
    • All Company Databases
      • Default: SageHRMS_XXX (your company codes in place of XXX)
    • ESS/HRMS Web Database (must be restored to a backup taken at the same time as the others even if not reinstalling ESS/HRMS Web)
      • Default: AbraEmployeeSelfService
    • If the update you are reverting back TO will be the 2024 Q1 update or newer, Restore the Store and Vault Databases
      • Default: SageHRMS_Store
      • Default: SageHRMS_Vault

G. Install the full build of HRMS 2017 (install file should be SageHRMS2017.exe)

H. Install the update that you are reverting to.

I. Install the matching version of ESS/HRMS Web(if applicable)

J. Copy the files you saved in step 2 into their corresponding locations in the new install folders

K. Log into HRMS as Master

L. Log into ESS/HRMS Web as Master

2. Any HRMS Clients outside the server that were updated will need to be uninstalled and then reinstalled from the restored server.