Sage 300 Construction and Real Estate
Sage SQL Replicator and
Mobile Projects Setup Guide
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06/2017
Sage SQL Replicator and Mobile Projects Setup Guide
Contents
Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
About Sage SQL Replicator and Mobile Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Review system requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Prepare your accounting server for replication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Install SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Configure System Administrator and start replication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
System Administrator setup checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Contents
© 2017 The Sage Group plc or its licensors 3
Sage SQL Replicator and Mobile Projects Setup Guide About this guide
About Sage SQL Replicator and Mobile Projects
NOTE:
Information about setting up Mobile Projects will be included in this guide when it is released later in 2017.
Welcome to Sage SQL Replicator—the new Sage 300 Construction and Real Estate tools that take your business to the Cloud. Sage SQL Replicator lays the foundation for secure, convenient access to your project data from anywhere, using a mobile device. Over time we’ll add more mobile functionality, giving you access to the reporting and business-intelligence capabilities of Microsoft SQL Server, all from the Cloud.
Once you configure replication, Sage SQL Replicator copies your Sage 300 Construction and Real Estate data from the Pervasive database management system into a SQL Server database. The replicated data includes your
Purchasing, Inventory, and Service Management data if you use those products. With daily processing in
Sage 300 Construction and Real Estate (either in your accounting office or the Cloud) data is synchronized nearly instantaneously, for up-to-the-minute information wherever you are.
SQL Server data for reporting and mobile access
External Internet
IIS enabled for intranet access
Sage 300 Construction and Real Estate server
Company’s Intranet
Azure connection for
Cloud access
Sage SQL Replicator is just our first step towards modernizing your Sage 300 Construction and Real Estate experience. If you want to extend your mobile access to business information right now, you can design reports to run on the SQL Server database from the Cloud.
About this guide
This reference guide provides the setup and configuration you need to configure replication in System Administrator.
The material applies to system administrators or information technology specialists who will complete the server configuration tasks.
Task
Review system requirements
Prepare your accounting server for replication
Install SQL Server
Configure System Administrator and start replication
Page
5
6
7
9
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Sage SQL Replicator and Mobile Projects Setup Guide Review system requirements
Review system requirements
Installing Sage SQL Replicator to use with Sage 300 Construction and Real Estate adds to the demands on your server’s memory and disk performance. You can find the exact technical requirements for the accounting server in the Sage Support Knowledgebase article “System Requirements: Sage 300 Construction and Real Estate 17.1.”
This section calls out some of the considerations, but you should read that article carefully and plan for any necessary upgrades before attempting to install version 17.1.
Server hardware
Starting with the 2017 release, your accounting server should have at least 16 GB RAM and a suitable processor.
We do not support running Sage SQL Replicator on a virtual server. Your data should be stored on SSD hard drives with ample free space.
Before you install Sage 300 Construction and Real Estate 17.1 with Sage SQL Replicator, make sure your accounting server fully meets these requirements.
Microsoft SQL Server
Sage SQL Replicator requires a dedicated instance of SQL Server 2016 to be installed on the accounting server and configured properly to perform replications. The Sage SQL Installer can install and configure the instance for you. We recommend that you take advantage of this utility for quick and easy SQL Server setup. Instructions are
provided on page 7.
WARNING:
You may use the SQL Express edition, but this no-cost option brings limitations on CPU and RAM usage. Individual databases can be no larger than 10 GB, although you can have as many databases as needed.
See this
Microsoft article
for more information.
Server environment
In order to use Sage SQL Replicator, your server must run on Windows Server 2012 R2 or Windows Server 2016.
(Earlier versions are supported only if you will not use Sage SQL Replicator.) As of version 17.1, 32-bit operating systems are not supported.
The server must also have .NET 3.5 and .NET 4.6.2 installed. The installation process will attempt to install these for you, but a separate installation might be required for some servers.
Network environment
Internet access is required for licensing and entitlement of your accounting server. Once your product is registered, your server does not need continual access to the internet.
Your accounting server must run in a Windows Active Directory domain. In order to access data from the Cloud,
Sage 300 Construction and Real Estate users will need to be mapped to Windows domain users. (This guide explains how to do that.)
© 2017 The Sage Group plc or its licensors 5
Sage SQL Replicator and Mobile Projects Setup Guide Prepare your accounting server for replication
Prepare your accounting server for replication
Once you have verified that your accounting server meets the technical requirements, follow these steps to prepare it for replication.
1.
Run File Doctor on your data folders.
2.
Make a backup of your production company folders in your current Sage 300 Construction and Real Estate version using File Tools or another utility.
3.
Upgrade your Sage 300 Construction and Real Estate server, company folders, and clients to version 17.1.
4.
In Desktop, select Options > Security Administration, and enable security for Sage 300 Construction and
Real Estate if it is not already enabled.
FOR MORE INFORMATION:
See Sage 300 Construction and Real Estate’s Help topics on Security Administration for details about setting up users and roles.
5.
Each user who will access replicated data must be set up as a user, with a corresponding Windows domain user name. Complete this setup if needed.
6.
Create an additional security user to be used with Sage SQL Replicator.
a.
Clear the User must change password check box.
b.
Select the Password never expires check box.
c.
Do not associate this account with a Windows user.
d.
Add the user to each company folder you will replicate (or, create a separate user for each company).
e.
On the Roles tab, assign this user to the Application Administrator role.
f.
Save and close the User Setup window.
7.
If you use record or file security, we recommend that you enable access to all files and records for this user to avoid incomplete data replication.
© 2017 The Sage Group plc or its licensors 6
Sage SQL Replicator and Mobile Projects Setup Guide Install SQL Server
Important information about IIS
When you first install Sage 300 Construction and Real Estate 17.1 and configure Sage SQL Replicator, you’ll be able to access your data from within your company’s intranet—for example, from a computer in the accounting office—but not from outside of it, such as from a mobile device in the field.
In order to enable the connection within your intranet, the installation process configures IIS on your accounting server to expose SQL Server data within the same Active Directory domain.
Install SQL Server
The Sage SQL Installer installs a SQL Server instance for you, configured as needed to work with
Sage SQL Replicator. We strongly recommend you use this tool to install SQL Server.
NOTE:
Sage SQL Installer does not install SQL Server Management Studio for you. If you want this console available on your server, enter “Download SQL Server Management Studio” into a search engine to download and install it.
1.
In the Windows Start menu, go to the Sage Administration group and click Sage SQL Installer.
2.
Leave Sage 300 CRE selected and click Next. If you are installing SQL Server on a virtual machine or the server does not have the required RAM, you see this warning. We don’t recommend continuing unless your server meets all requirements.
3.
Click Next if you are ready.
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Sage SQL Replicator and Mobile Projects Setup Guide Install SQL Server
4.
Select the Automatically download check box if you want the installer to download the latest version of
SQL Express 2016 with Advanced Tools. If you already have the installation file, browse to its location.
Alternately, if you have installation media for the Standard or Enterprise edition of SQL Server 2016, select
Microsoft SQL Server 2016 from the dropdown and browse to the installation file.
5.
Click Next, and wait for the file to be downloaded (if you selected that option). The next window shows the name for the new instance. The default name is SAGE300CRE, but you can change this.
6.
Enter or generate a password for SQL Server’s sa (administrative) user. In addition to sa, the Windows user name for the person currently logged in will be added to the sysadmin server role.
WARNING:
Be sure to record the sa password and save it for your records.
7.
Click Next, and wait while the installer creates and configures the SQL Server instance.
Important information about SQL Server
SQL Server is installed as a Windows service. Services related to SQL Server are stopped, Sage SQL Replicator cannot replicate data.
© 2017 The Sage Group plc or its licensors 8
Sage SQL Replicator and Mobile Projects Setup Guide Configure System Administrator and start replication
Configure System Administrator and start replication
NOTE:
Sage SQL Replicator runs as a background process in your Windows server operating system.
1.
In the Windows Start menu, go to the Sage Administration group and click System Administrator.
2.
When the connection window opens, select the SQL Server instance.
3.
For Authentication, select Windows Authentication. Your Windows domain and user name are automatically entered for the User name.
4.
Click Connect. The first time you open System Administrator, a message asks if you want to create the configuration database.
5.
Click Yes, and wait while the database is created.
When finished, the Replicator Configuration tab shows the list of companies in your Open Company list.
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Sage SQL Replicator and Mobile Projects Setup Guide Configure System Administrator and start replication
6.
Click the first company that you want to replicate, and enter the user name and password for the user you
created on page 6, step 6.
7.
Click Start, and wait for replication to start.
8.
Repeat these steps for each company you plan to replicate.
NOTE:
Each company folder that you replicate is copied to a new database in SQL Server. The replication runs continually as long as the SQL Server instance is running and the credentials you supplied to System Administrator are valid.
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Getting Started with Sage SQL Replicator and Mobile Projects
System Administrator setup checklist
Site setup checklist: Complete these steps for your organization
1.
Review system requirements (page 5)
2.
Install Sage 300 Construction and Real Estate 17.1 and upgrade data.
3.
Set up security in Sage 300 Construction and Real Estate. (page 6)
4.
Install SQL Server (page 7)
5.
Configure System Administrator and start replication. (page 9)
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