Discover how to install a Sage 200 client, System Administration module and E-Banking components
If you have a new user, or an existing user has moved to a new machine, you’ll need to install the Sage 200 client so they can access the system properly.
In addition, if the user will be making payments via Sage 200, you’ll also need to install the E‑Banking plug‑in, and if they’ve been granted access to System Administration, that component will need to be set up as well.
In this tip of the week, we give you a simple step‑by‑step guide on how to install the Sage 200 client, along with the System Administration module and the E‑Banking components.
Additionally, you can watch the short video to better your understanding.
How to install a Sage 200 client
To install a Sage 200 user, go to ‘Windows Explorer’ and navigate to the path where your Sage system lives.
For example, this may live in This PC > Local Disc.
Select the ‘Sage’ folder and within here you should see an ‘Installers’ folder and within that either ‘Sage 200 Client’ or ‘Sage 200 Manufacturing Client’ folder.

Select the folder and select the ‘Setup’ file to run the install software.
Next, select ‘Install’ on the pop-up box and provided you have the ability to install software, the software will be installed.
You may need help from your IT if you have ‘User Account Control’ turned on within your organisation.

The install may take a few minutes to complete.
Once, the install is complete, the programme will attempt to open.
If the user has been assigned company access and they have access to multiple companies, the ‘Select Company’ form will display on the screen.
Alternatively, if the user has access to only one company, Sage will automatically open for that assigned company.

How to install E-Banking components in Sage 200
If the user will be making payments via Sage 200, you will also need to install the E- Banking plug in.
To do this, navigate to the ‘Tools’ icon > Installers > Install E-Banking components.
Another pop-up box will appear and select ‘Run’.

If User Account Control is turned on, you may need your IT to install the software.
Once the install is complete, the pop up will disappear.
How to install Sage 200 System Administration
If the user has been assigned access to Sage 200 System Administration, you will need to navigate to your ‘Sage’ folder > Installers > Sage 200 Administration > Setup.
Select ‘Install’ on the pop-up box to proceed with the install of the software.

When the install is complete, the software will open.
If you need help installing a new client in Sage 200, please get in touch.
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