Sage 5.0 WMS Warehouse Management System, 5.3A Link WMS Link Installation Guide

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SAGE ACCPAC SAGE PRO

Inst Guide TTL.doc, printed on 9/28/2005, at 2:59:37 PM.

Warehouse Management System

Installation Guide

ACCPAC International, Inc. Confidential

Inst Guide TTL.doc, printed on 9/28/2005, at 2:59:37 PM. Last saved on 9/28/2005 2:56:00 PM.

Sage Software, Sage Software logos, and all Sage Accpac product and service names are registered trademarks or trademarks of Sage Accpac International, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.

Sage Accpac International, Inc.

Publisher

No part of this documentation may be copied, photocopied, reproduced, translated, microfilmed, or otherwise duplicated on any medium without written consent of Sage

Accpac International, Inc.

Use of the software programs described herein and this documentation is subject to the

Sage Software License Agreement enclosed in the software package.

ACCPAC International, Inc. Confidential

Formatted Sage Accpac Object EULA (Sept 8 05).doc, printed on 9/14/2005, at 4:27:01 PM. Last saved on 9/14/2005 4:13:00 PM.

Sage Software

End User License Agreement for Indicated

Evaluation, Demonstration or Retail Software

THIS END USER LICENSE AGREEMENT APPLIES TO THESE SAGE ACCPAC SOFTWARE PRODUCTS: z z z z

Sage Accpac 100 ERP

Sage Accpac 200 ERP

Sage Accpac 500 ERP

Sage Accpac Options z z z z

Sage Pro 100 ERP

Sage Accpac Exchange

Sage Accpac WMS

Sage Accpac ePOS z z z

ACCPAC VisionPoint

ACCPAC Plus

BPI Accounting II

IMPORTANT — READ CAREFULLY BEFORE YOU INSTALL OR USE THIS SOFTWARE: This End User License Agreement

(“EULA”) is a legal agreement between You (“You” and “Your” includes a person and/or an individual entity) and Sage Accpac

International, Inc. (“Sage Accpac”) concerning the specified evaluation, demonstration and/or retail software products(s) (hereinafter respectively referred to as “Evaluation Product,” “Demonstration Product” and “Retail Product”; and collectively referred to as

“Software”). The Software includes all component parts, the associated media, any printed materials, any updates, and any “online” or electronic documentation, as applicable. By accessing, installing, copying or otherwise using the Software, You agree to be bound by the terms of this EULA. If You do not agree to the terms of this EULA, Sage Accpac is unwilling to license the Software to You. In such event, You may not access, use or copy the Software, and You should promptly contact Sage Accpac for instructions on returning the Software. WRITTEN ASSENT IS NOT A PREREQUISITE TO THE VALIDITY OR ENFORCEABILITY OF THIS EULA.

___________________________________________________________________________________________________________________________________

1. License.

Retail and conditions of this EULA, Sage Accpac hereby grants to You a limited, non-sublicensable, non-exclusive, non-transferable right to install and run one copy of the specified version of the Software and the accompanying documentation, solely for Your individual use.

This EULA authorizes You to make one copy of the Retail Product solely for backup or archival purposes, provided that the copy You make contains all of the proprietary notices set forth in or on the original version of the Software.

Demonstration fees, and the terms and conditions of this EULA, Sage Accpac hereby grants to You a limited, non-sublicensable, non-exclusive, nontransferable and revocable right to install and run copies of the Demonstration Product and the accompanying documentation, solely on computer(s) owned or controlled exclusively by You, for Your individual use and for demonstration, marketing, promotional, end user support, training and/or development purposes, each to the extent permitted and/or required under the applicable Sage Accpac

Solution Provider, Certified Consultant, Development Partner, Professional Accountant Recommender, Online Referral Partner,

Hosting Partner, Recognized Training Center, Distribution Agreement or other applicable agreements between You and Sage Accpac

(collectively the “Other Sage Accpac Agreement”). Use of the Demonstration Product is limited to not more than the number of concurrent users and/or seats as specified in the Other Sage Accpac Agreement, multi-user license, product packaging or accompanying documentation. This EULA authorizes You to make one copy of the Demonstration Product solely for backup or archival purposes, provided that the copy You make contains all of the proprietary notices set forth in or on the original version of the

Software. You may have additional rights as may be set forth in the applicable Other Sage Accpac Agreement.

Evaluation

Accpac hereby grants to You a limited, non-sublicensable, non-exclusive, non-transferable and revocable right to install and run one copy of the Evaluation Product and the accompanying documentation, solely for Your individual use for evaluation purposes.

All alphanumeric key (the “Activation Code” or “PAC Code”) to enable You to use the Software pursuant to the terms of this EULA.

Documentation shall include, but not be limited to, any printed materials, “online” or electronic data provided by or obtained from Sage

Accpac with regard to this Software (“Documentation”). The Software and Documentation are licensed, not sold. Even though copies of the Software may be provided on media of different formats, copies of the Software on different media formats do not constitute multiple licenses to the Software. If the Software is licensed as a suite or bundle with more than one specified Software product, this EULA applies to all such specified Software products, subject to any restrictions or usage terms specified on the applicable product packaging or accompanying documentation that applies to any of such Software products individually.

Single-User. If this Software is licensed as a single user product, You may use only one copy of the Software, by not more than one user at a time, on a total of one computer or workstation, or personal digital assistant, or pager, or “smart phone,” or one such other electronic device for which the Software was designed (“Client Device”), unless otherwise set forth herein. The component parts of the Software may not be used individually or jointly in full or in part on more than one Client Device, unless otherwise set forth herein. The Software is “in use” on a computer when it is loaded into the temporary memory (i.e., random-access memory or RAM) of that Client Device.

Multi-User. If the Software is licensed with multi-user or networked license terms, You may use the Software on one server computer, or a greater number as specified in the applicable multi-user license, product packaging or accompanying documentation, within a multi-user or networked environment for connecting, directly or indirectly, to not more than the maximum number of Client Devices, concurrent users and/or seats, as specified in the applicable multi-user license, product packaging or accompanying documentation. Use of software, hardware or services that bypass any Software license restrictions and/or reduce the number of Client Devices, concurrent users and/or seats, as may be applicable, accessing or utilizing the Software (e.g.,

“multiplexing,” “pooling,” or third party add on software or hardware) expressly does not reduce the number of licenses required (i.e., the required number of licenses would equal the number of distinct inputs to the multiplexing or pooling software or hardware “front end”). If the number of Client Devices, concurrent users and/or seats that can potentially connect to the Software exceeds or has the potential to exceed the number of licenses You have obtained, then You must have a reasonable self-enforcing automatic

000000070097

Sage Accpac International, Inc.

Formatted Sage Accpac Object EULA (Sept 8 05).doc, printed on 9/14/2005, at 4:27:01 PM. Last saved on 9/14/2005 4:13:00 PM. mechanism in place to ensure that Your use of the Software does not exceed the use limits specified for the license You have obtained.

2. Term. Regardless of the location of the Software, You are responsible for strict compliance with any and all of the terms and conditions of this EULA. This EULA will terminate automatically if You fail to comply with any of the limitations or other requirements described herein, and such termination shall be in addition to and not in lieu of any criminal, civil or other remedies available to Sage

Accpac. When this EULA terminates, You must immediately cease using the Software and destroy all copies of the Software and the

Documentation. You may terminate this EULA at any point by destroying all copies of the Software and the Documentation. the EULA earlier, in accordance with the terms set forth herein.

Demonstration

Accpac terminates the EULA earlier, in accordance with the terms set forth herein or the terms set forth in Your Other Sage Accpac

Agreement or upon the earlier termination or expiration of Your Other Sage Accpac Agreement. date this Evaluation Software is downloaded, installed or first run and thereafter continuing for the period specified in the product packaging or accompanying documentation, unless sooner terminated by You or Sage Accpac in accordance with the terms set forth herein, but in no event shall such term exceed one hundred and eighty (180) days.

3. Updates. Sage Accpac may, at its sole discretion, make bug fixes, updates and/or service packs available. Sage Accpac’s maintenance service, if applicable and offered, is available for Retail Product at an additional cost to You, as Licensee, under a separate written agreement. Sage Accpac’s maintenance service is not available for Evaluation Product. a. Ownership of Software. The Software and Documentation are protected by United States patent, copyright laws and other intellectual property laws, and international treaty provisions. Sage Accpac and its third party licensors, if any, retain all title to and, except as expressly and unambiguously licensed herein, all rights and interest in (a) the Software, including, but not limited to, all copies, versions, customizations, compilations and derivative works thereof (by whomever produced) and all related Documentation;

(b) the Sage Accpac trademarks, service marks, trade names, icons and logos; (c) any and all copyright rights, patent rights, trade secret rights and other intellectual property and proprietary rights throughout the world in the foregoing; and (d) all Confidential

Information (as defined in Section 13 below). You acknowledge that Your possession, installation, or use of the Software does not transfer to You any ownership, title, or registrable interest of any kind to the intellectual property in the Software, and that You will not acquire any rights to the Software except as expressly set forth in this EULA. You agree that all backup, archival, or any other type of copies of the Software and Documentation will contain the same proprietary notices that appear on and in the Software and

Documentation.

Submissions. Should You decide to submit any materials to Sage Accpac via electronic mail, through or to Sage Accpac website(s), or otherwise, whether as feedback, data, questions, comments, ideas, concepts, techniques, suggestions or the like, You agree that such submissions are unrestricted and shall be deemed non-confidential upon submission. You grant to Sage Accpac and its assigns a non-exclusive, royalty-free, worldwide, perpetual, irrevocable license, with the right to sublicense, to use, copy, transmit, distribute, create derivative works of, commercialize, display and perform such submissions.

5. Restrictions. You may not rent, lease, sublicense, loan, sell, distribute, market or commercialize any portion of the Software or its components. You may only install and use the Software (a) on hardware which is under Your exclusive control and, in the case of hardware performing any server functions, located at premises where You normally conduct day-to-day business operations; (b) on server hardware located at premises under the exclusive or primary control of an authorized Sage Accpac Hosting Partner or its agent; or (c) on a server not owned by You if You will be the only party with access to the Software on such server. You may not permit any parent, affiliate, subsidiary or any other third parties to benefit from the use or functionality of the Software, either directly or via a facility management, timesharing, service bureau or any other arrangement; provided, however, that You may use the

Software, as provided herein, to process the data of an affiliate or subsidiary of which You own more than fifty percent (50%); provided, however, You may not exceed the number of datasets specified on the applicable product packaging or accompanying documentation. You may not use the Software as part of a facility management, timesharing, or service bureau arrangement. You may not transfer any or all of the rights granted to You under this EULA. To the maximum extent this restriction is permitted under applicable law, You may not rename files of, modify, translate, localize, decompile, disassemble, decrypt, reverse engineer, attempt to derive source code from, remove any proprietary notices from, or create derivative works based upon the Software, in whole or in part. You may not duplicate or copy any portion of the Software or Documentation, unless otherwise set forth herein. You may not remove any proprietary notices or labels on the Software, including, but not limited to, the Sage Accpac and product names wherever they may appear. All rights not expressly set forth hereunder are reserved by Sage Accpac. Sage Accpac reserves the right to periodically conduct audits upon advance written notice to verify compliance with the terms of this EULA.

6. Warranty and Disclaimer.

Limited the Software is contained will be free from defects in materials and workmanship. media. To receive replacement of defective media, You must receive a return authorization number from Sage Accpac and return the defective media to Sage Accpac at Your expense with a copy of Your receipt. This limited warranty is void if the defect has resulted from accident, abuse, or misapplication. Any replacement media will be warranted for the remainder of the original warranty period.

This remedy is not available to the extent it is prohibited under United States export control laws and regulations.

Warranty

LIMITED WARRANTY SET FORTH HEREIN, THE SOFTWARE (AND ACCOMPANYING DOCUMENTATION) IS PROVIDED ON

AN “AS IS” BASIS WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. WITHOUT LIMITING THE FOREGOING

PROVISIONS, YOU ASSUME SOLE RESPONSIBILITY FOR SELECTING THE SOFTWARE TO ACHIEVE YOUR INTENDED

RESULTS, AND SOLE RESPONSIBILITY FOR THE INSTALLATION OF, USE OF, AND RESULTS OBTAINED FROM THE

Sage Accpac International, Inc.

Formatted Sage Accpac Object EULA (Sept 8 05).doc, printed on 9/14/2005, at 4:27:01 PM. Last saved on 9/14/2005 4:13:00 PM.

SOFTWARE. WITHOUT LIMITING THE FOREGOING PROVISIONS, SAGE ACCPAC MAKES NO WARRANTY THAT THE

SOFTWARE WILL BE ERROR-FREE, VIRUS FREE, OR FREE FROM INTERRUPTIONS OR OTHER FAILURES OR THAT THE

SOFTWARE WILL SATISFY YOUR SPECIFIC REQUIREMENTS. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE

LAW, SAGE ACCPAC DISCLAIMS ALL WARRANTIES AND CONDITIONS, EITHER EXPRESS, IMPLIED, OR STATUTORY,

INCLUDING BUT NOT LIMITED TO ANY (IF ANY) IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY, OF

FITNESS FOR A PARTICULAR PURPOSE, OF LACK OF VIRUSES, OF LACK OF ACCURACY OR COMPLETENESS OF

RESPONSES, OF RESULTS, AND LACK OF NEGLIGENCE OR LACK OF WORKMANLIKE EFFORT, ALL WITH REGARD TO

THE SOFTWARE AND ASSOCIATED DOCUMENTATION. THERE IS NO WARRANTY OR CONDITION OF TITLE, QUIET

ENJOYMENT, QUIET POSSESSION, CORRESPONDENCE TO DESCRIPTION, OR NON-INFRINGEMENT WITH REGARD TO

THE SOFTWARE. THE ENTIRE RISK OF THE QUALITY OF OR ARISING OUT OF USE OR PERFORMANCE OF THE

SOFTWARE, IF ANY, REMAINS SOLELY WITH YOU. SOME STATES AND JURISDICTIONS DO NOT ALLOW LIMITATIONS

ON IMPLIED WARRANTIES, SO THE ABOVE LIMITATION MAY NOT APPLY TO YOU. THE FOREGOING PROVISIONS

SHALL BE ENFORCEABLE TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW.

Indemnification. You agree to defend, indemnify and hold harmless Sage Accpac and its directors, officers, employees, affiliates, sublicensees, and agents from and against all claims, defense costs (including reasonable expert and attorneys’ fees), judgments and other expenses arising out of or on account of any negligent act, omission, or willful misconduct by You or on Your behalf in (i) the installation or use of the Software or (ii) your compliance or failure to comply with this EULA.

Data. YOU ACKNOWLEDGE THAT ANY DATA ENTRY, CONVERSION OR STORAGE IS SUBJECT TO THE

LIKELIHOOD OF HUMAN AND MACHINE ERRORS, MALICIOUS MANIPULATION, OMISSIONS, DELAYS, AND LOSSES,

INCLUDING, BUT NOT LIMITED TO, INADVERTENT LOSS OF DATA OR DAMAGE TO MEDIA THAT MAY RESULT IN LOSS

OR DAMAGE TO YOU AND/OR YOUR PROPERTY, AND/OR YOUR DETRIMENTAL RELIANCE ON MALICIOUSLY

MANIPULATED DATA. SAGE ACCPAC SHALL NOT BE LIABLE FOR ANY SUCH ERRORS, OMISSIONS, DELAYS, OR

LOSSES. YOU ARE RESPONSIBLE FOR ADOPTING REASONABLE MEASURES TO LIMIT THE IMPACT OF SUCH

PROBLEMS, INCLUDING BACKING UP DATA, ADOPTING PROCEDURES TO ENSURE THE ACCURACY OF INPUT DATA,

EXAMINING AND CONFIRMING RESULTS PRIOR TO USE, ADOPTING PROCEDURES TO IDENTIFY AND CORRECT

ERRORS AND OMISSIONS, REPLACING LOST OR DAMAGED MEDIA, AND RECONSTRUCTING DATA. YOU ARE ALSO

RESPONSIBLE FOR COMPLYING WITH ALL LOCAL, STATE, AND FEDERAL LAWS PERTAINING TO THE USE AND

DISCLOSURE OF ANY DATA. IF YOU LICENSED AN EVALUATION PRODUCT, YOU ACKNOWLEDGE AND UNDERSTAND (I)

THAT THE EVALUATION PRODUCT MAY BE USED FOR EVALUATION PURPOSES ONLY, (II) THAT THE EVALUATION

PRODUCT SHALL BE OPERABLE ONLY FOR A LIMITED TIME AND (III) THAT, UPON EXPIRATION OF THE EVALUATION

PERIOD, ANY DATA OR OTHER INFORMATION USED WITH, PROCESSED BY AND/OR STORED IN CONJUNCTION WITH

THE EVALUATION PRODUCT MAY BE IRRETRIEVABLE, UNRECOVERABLE AND/OR OTHERWISE UNUSABLE. f. Authorized Sage Accpac Solution Providers and Certified Consultants. ANY AUTHORIZED SAGE ACCPAC

SOLUTION PROVIDER, CERTIFIED CONSULTANT, RESELLER, INSTALLER OR CONSULTANT IS NOT AFFILIATED WITH

SAGE ACCPAC IN ANY CAPACITY OTHER THAN AS A RESELLER, INSTALLER OR CONSULTANT OF SAGE ACCPAC’S

PRODUCTS AND HAS NO AUTHORITY TO BIND SAGE ACCPAC OR MODIFY ANY LICENSE OR WARRANTY. SAGE

ACCPAC MAKES NO REPRESENTATIONS, WARRANTY, ENDORSEMENT OR GUARANTEE WITH RESPECT TO THE

SKILLS OR QUALIFICATIONS OF ANY AUTHORIZED SAGE ACCPAC SOLUTION PROVIDER, CERTIFIED CONSULTANT,

RESELLER, INSTALLER OR CONSULTANT AND YOU ARE ENCOURAGED TO INDEPENDENTLY INVESTIGATE THE SKILLS

AND QUALIFICATIONS OF ANY AUTHORIZED SAGE ACCPAC SOLUTION PROVIDER, CERTIFIED CONSULTANT,

RESELLER, INSTALLER OR CONSULTANT WITH WHOM YOU ASSOCIATE.

7. Limitation of Liability. UNDER NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY, WHETHER IN TORT,

CONTRACT, OR OTHERWISE, SHALL SAGE ACCPAC BE LIABLE TO YOU OR TO ANY OTHER PERSON OR ENTITY FOR

ANY INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY CHARACTER WHATSOEVER

(INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, LOSS OF GOODWILL, LOSS OF CONFIDENTIAL

OR OTHER INFORMATION, FOR BUSINESS INTERRUPTION, WORK STOPPAGE, COMPUTER FAILURE OR MALFUNCTION,

FOR PERSONAL INJURY, LOSS OF PRIVACY, FOR FAILURE TO MEET ANY DUTY INCLUDING A DUTY OF GOOD FAITH OR

OF REASONABLE CARE, FOR NEGLIGENCE (WHETHER ACTIVE OR PASSIVE), AND FOR ANY OTHER PECUNIARY OR

OTHER LOSS WHATSOEVER) ARISING OUT OF OR IN ANY WAY RELATED TO THE USE OR INABILITY TO USE THE

SOFTWARE, OR OTHERWISE UNDER OR IN CONNECTION WITH ANY PROVISION OF THIS EULA, EVEN IN THE EVENT OF

FAULT, TORT (INCLUDING NEGLIGENCE, AND GROSS NEGLIGENCE), STRICT LIABILITY, BREACH OF CONTRACT, OR

BREACH OF WARRANTY BY SAGE ACCPAC, AND EVEN IF SAGE ACCPAC HAS BEEN ADVISED OF THE POSSIBILITY OF

SUCH DAMAGES. IN NO EVENT WILL SAGE ACCPAC BE LIABLE FOR ANY DAMAGES IN EXCESS OF THE LIST PRICE

SAGE ACCPAC CHARGES FOR A LICENSE TO THE SOFTWARE. THIS LIMITATION OF LIABILITY SHALL NOT APPLY TO

LIABILITY FOR DEATH OR PERSONAL INJURY TO THE EXTENT THAT APPLICABLE LAW PROHIBITS SUCH LIMITATION.

FURTHERMORE, SOME STATES AND JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL

OR CONSEQUENTIAL DAMAGES, SO THIS LIMITATION AND EXCLUSION MAY NOT APPLY TO YOU. THE FOREGOING

PROVISIONS SHALL BE ENFORCEABLE TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW.

Agreement. This EULA expressly supersedes and completely replaces any and all prior end user license agreements.

Sage Accpac shall not be bound by or liable to You for any pre-existing or contemporaneous written or oral representations or warranties, made by anyone, with respect to the Software Product, including any authorized Solution Provider, Certified Consultant, distributor or reseller or their respective agents, employees, or representatives, nor shall You be deemed a third party beneficiary of any obligations of Sage Accpac to any such Solution Provider, Certified Consultant, distributor or reseller.

9. Severability. If any provision of this EULA is held to be unenforceable, the enforceability of the remaining provisions shall in no way be affected or impaired thereby.

States software” and “commercial computer software documentation,” respectively, pursuant to DFAR Section 227.7202 and FAR Section

12.212, as applicable. Any use, modification, reproduction, release, performance, display or disclosure of the Software and

Sage Accpac International, Inc.

Formatted Sage Accpac Object EULA (Sept 8 05).doc, printed on 9/14/2005, at 4:27:01 PM. Last saved on 9/14/2005 4:13:00 PM. accompanying Documentation by the United States Government shall be governed solely by the terms of this EULA and shall be prohibited except to the extent expressly permitted by the terms of this EULA.

Controls. You acknowledge that the Software may be subject to export controls imposed by U.S. laws and regulations.

During the term of this EULA, You agree to comply with the U.S. Foreign Corrupt Practices Act and with all export laws and restrictions and regulations of the United States Department of Commerce, U.S. Department of the Treasury or other United States or foreign agency or authority, and not to knowingly export, re-export, download, or allow the export, re-export or downloading of the

Software or Documentation and any underlying information or technology in violation of any such restrictions, laws or regulations. By accessing, installing, downloading or using the Software You are agreeing to the foregoing and You are certifying that You are not located in, under the control of, or a national or resident of any country to which the export of the Software is prohibited.

EXPORT OF THE SOFTWARE MAY BE SUBJECT TO COMPLIANCE WITH THE RULES AND REGULATIONS PROMULGATED

FROM TIME TO TIME BY THE BUREAU OF INDUSTRY AND SECURITY, UNITED STATES DEPARTMENT OF COMMERCE,

WHICH RESTRICT THE EXPORT AND RE-EXPORT OF CERTAIN PRODUCTS AND TECHNICAL DATA. YOU ACKNOWLEDGE

AND AGREE THAT IF THE EXPORT OF THE SOFTWARE IS CONTROLLED UNDER SUCH RULES AND REGULATIONS, THEN

YOU SHALL NOT CAUSE THE SOFTWARE TO BE EXPORTED OR RE-EXPORTED, DIRECTLY OR INDIRECTLY, (A) WITHOUT

ALL EXPORT OR RE-EXPORT LICENSES AND UNITED STATES OR OTHER GOVERNMENTAL APPROVALS REQUIRED BY

ANY APPLICABLE LAWS, OR (B) IN VIOLATION OF ANY APPLICABLE PROHIBITION AGAINST THE EXPORT OR RE-EXPORT

OF ANY PART OF THE SOFTWARE. SOME COUNTRIES HAVE RESTRICTIONS ON THE USE OF ENCRYPTION WITHIN

THEIR BORDERS, OR THE IMPORT OR EXPORT OF ENCRYPTION EVEN IF FOR ONLY TEMPORARY PERSONAL OR

BUSINESS USE. YOU ACKNOWLEDGE THAT THE IMPLEMENTATION AND ENFORCEMENT OF THESE LAWS IS NOT

ALWAYS CONSISTENT AS TO SPECIFIC COUNTRIES. YOU ACKNOWLEDGE THAT IT IS YOUR ULTIMATE RESPONSIBILITY

TO COMPLY WITH ANY AND ALL GOVERNMENT EXPORT AND OTHER APPLICABLE LAWS AND THAT SAGE ACCPAC HAS

NO FURTHER RESPONSIBILITY AFTER THE INITIAL LICENSE TO YOU WITHIN THE ORIGINAL COUNTRY OF LICENSE.

12. High Risk Activities. The Software is not fault-tolerant and is not designed or intended for use in hazardous environments requiring fail-safe performance, including without limitation, in the operation of nuclear facilities, aircraft navigation or communication systems, air traffic control, weapons systems, direct life-support machines, or any other application in which the failure of the Software could lead directly to death, personal injury, or severe physical or property damage (collectively, “High Risk Activities”). Sage Accpac expressly disclaims any express or implied warranty of fitness for High Risk Activities.

13. Confidentiality. You agree that the Software, including, but not limited to, all source and object code components, screen shots and displays, graphical user interfaces, algorithms, formulae, data structures, scripts, application programming interfaces and protocols, and the Documentation (collectively the “Confidential Information”) are trade secrets of Sage Accpac and are owned by

Sage Accpac or, where applicable, its third-party licensors. You agree to retain all Confidential Information in strict confidence at least with the same amount of diligence that You exercise in preserving the secrecy of Your most-valuable information, but in no event less than reasonable diligence. You agree to: (i) only disclose Confidential Information to Your employees and agents to the extent required to use the Software under the terms of this EULA and not to disclose or disseminate the Confidential Information to any third party without the prior written consent of Sage Accpac, (ii) use the Confidential Information solely for Your benefit as provided for herein and not to allow any third party to benefit from the Confidential Information, and (iii) bind Your employees and agents, by terms no less restrictive than those set forth herein, to maintain the confidentiality of such Confidential Information, and not use or disclose such information except as permitted under this EULA. Notwithstanding the disclosure of any Confidential Information for any reason, such Confidential Information shall continue to be owned by Sage Accpac or its licensors. Nothing contained herein shall be deemed to prevent You from disclosing or disseminating Your data, in any format or any report, to whomever You so choose.

Notwithstanding anything else to the contrary in this Section 13, and only with respect to Demonstration Product, You are permitted to use the Demonstration Product to demonstrate and promote the functionality and benefits of the Product.

14. Miscellaneous. This EULA is exclusively governed by the laws of the United States and the State of California, without reference to conflicts of law principles. In the event of a dispute or legal action between the parties, they agree to waive any objections to personal jurisdiction, and agree to service of process and exclusive venue in the Federal District Court for Northern

California or the California Superior Court of Alameda County. The application of the United Nations Convention of Contracts for the

International Sale of Goods is expressly excluded. This EULA sets forth all of Your rights and is the entire agreement between the parties. This EULA supersedes any other communications with respect to the Software and/or Documentation. This EULA may not be modified except by a written addendum issued by a duly authorized representative of Sage Accpac. No provision hereof shall be deemed waived unless such waiver shall be in writing and signed by a duly authorized representative of Sage Accpac. You hereby acknowledge a breach of this EULA would cause irreparable harm and significant injury to Sage Accpac that may be difficult to ascertain and that a remedy at law would be inadequate. You agree that Sage Accpac shall have the right to seek and obtain immediate injunctive relief to enforce the obligations under this EULA in addition to any other rights and remedies it may have. If any provision of this EULA is held invalid, the remainder of this EULA shall continue in full force and effect. The controlling language of this EULA is English. If You have received a translation into another language, it has been provided for Your convenience only.

15. Sage Accpac Customer Contact. If You have any questions concerning these terms and conditions, or if You would like to contact Sage Accpac for any other reason, please call (925) 461-2625, or write to us at: Sage Accpac International, Inc., 6700 Koll

Center Parkway, Third Floor, Pleasanton, California 94566, USA. You may also find us on the Web at http://www.accpac.com or http://www.accpaconline.com.

Sage Accpac International, Inc.

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Overview of the Sage Accpac WMS Architecture

....................................

About the Sage Accpac WMS Server

............................................

About the Sage Accpac WMS Database

.........................................

About the Sage Accpac WMS Clients

...........................................

About the Sage Accpac WMS Link

.............................................

Sage Accpac WMS Installation Configuration

.......................................

Single Server

.................................................................

Single Sage Accpac WMS Server and Separate SQL Server

........................

Multiple Sage Accpac Console Servers

..........................................

Sage Accpac WMS Link Installation

........................................

Before Installing Sage Accpac WMS

................................................

Overview

....................................................................

SQL Database Server Requirements

............................................

Creating the Sage Accpac WMS SQL Database

...............................

Sage Accpac WMS SQL Database Security

...................................

Prerequisite Software and Requirements

.......................................

Installing the Prerequisite Software

........................................

Setting Up the IIS Web Site

...................................................

Verifying/Changing the Default Web Site Settings

..........................

Verify that IIS is Running

....................................................

Installing Sage Accpac WMS

.....................................................

Installation Overview

........................................................

Installing the Sage Accpac WMS Components

..................................

Registering and Requesting a License

..........................................

Updating a License

......................................................

Testing Sage Accpac WMS

...................................................

Retesting Connections

....................................................

Setting Up Windows NT Authentication for the Sage Accpac WMS Database

......

Adjusting Windows Firewall Settings

.............................................

Setting Up the ODBC Data Source

................................................

Creating and Configuring the DSN

............................................

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Installing the WMS Link

.........................................................

Activating Sage Accpac WMS

................................................

Configuring ACCPAC Advantage Series for WMS

.............................

Options

....................................................................

Workstation Setup

..........................................................

Additional Setup for Sage Accpac WMS

...........................................

Configure ACCPAC Advantage Series Inventory Control for WMS

..............

Configure ACCPAC Advantage Series Order Entry for WMS

...................

Configure Lot Tracking for WMS

.............................................

Configure Serialized Inventory for WMS

......................................

Starting Sage Accpac WMS

......................................................

Starting the Sage Accpac Console

.............................................

Starting Web Dispatch

.......................................................

Running the Sage Accpac Console on Multiple Servers

.............................

Setting Up the Sage Accpac Console for Multiple Servers

.......................

Licensing the Sage Accpac Console on Multiple Servers

.........................

About the RFBase Startup Command

.............................................

Creating an RFBase Command Line to Start the Sage Accpac Console

............

About Sage Accpac Console Threads

.............................................

Starting Background Threads

................................................

Background Threads and Sage Accpac Console Startup Parameters

..............

Configuring Background Threads to Start Automatically

....................

Manually Starting and Stopping Background Threads

......................

Uninstalling Sage Accpac WMS

..................................................

Troubleshooting Sage Accpac WMS Services

......................................

Sage Accpac WMS Required Services

.........................................

Testing Connections

.........................................................

IIS Admin Is Stopped

....................................................

RadioBeacon WMS Admin Service Is Stopped

..............................

RadioBeacon WMS Kernel Service Is Stopped

..............................

Restarting Services

..........................................................

Procedure for Restarting Services

.........................................

Stopping the WMS Services

..............................................

Restarting Internet Information Services (IIS)

..............................

Starting the WMS Services

...............................................

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Appendix A

....................................................................

Installing Sage Accpac WMS on the Windows 2003 Server

.......................

Prerequisite Software and Requirements

.......................................

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Sage Accpac WMS 5.0

Installation Guide

This guide explains how to install and set up Sage Accpac

Warehouse Management System 5.0 with Link 5.3A on a single server running Windows 2000 or Windows XP Professional.

Installation on Windows 2003 is similar, but with additional requirements. For more information, see Appendix A, “Installing

Sage Accpac WMS on Windows 2003.”

This guide also describes how to start Sage Accpac WMS and how to run the application on more than one machine over a network.

■

Note: This installation procedure assumes that Internet access is available.

For information on using Sage Accpac Warehouse Management

System or Sage Accpac WMS Link, see the following documentation:

Overview of Sage Accpac WMS

Sage Accpac WMS 5.0 Release Notes

Sage Accpac WMS Getting Started Guide

Sage Accpac WMS Handheld Functions User Guide

Using Web Dispatch

Overview of the Sage Accpac WMS Architecture

■

Sage Accpac WMS consists of the following components:

Sage Accpac WMS server.

Sage Accpac WMS database.

Sage Accpac WMS clients.

Sage Accpac WMS Link to Sage Accpac (RB53A folder).

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Overview of the Sage Accpac WMS Architecture

Where you install these components depends on how Sage

Accpac is configured, specifically, where your Sage Accpac programs and shared data reside.

About the Sage Accpac WMS Server

The Sage Accpac WMS server controls all Sage Accpac WMS functions, including:

■

The Sage Accpac Console user interface, or Console, which administrators may use for setup, maintenance, or troubleshooting functions, and for performing handheld functions.

Communication with RF handhelds and computers using

Telnet sessions for all warehousing functions.

■

Communication with a dispatcher’s computer using HTTP sessions for order management functions.

Communication with the Microsoft SQL Server database and

ACCPAC Advantage Series Inventory Control, Order Entry, and Purchase Orders modules.

Communication with hardware, such as label printers, carousels, and conveyors.

All Sage Accpac WMS software components are installed on a single server.

If you need to support a large number of orders and users, you can spread the processing load over multiple servers by running the Sage Accpac Console on multiple machines over a network, from a single installation. If your warehouse management system needs to run additional Sage Accpac Consoles over a network, follow the instructions in the section, “Running the

Sage Accpac Console on Multiple Servers,” after installing the

Sage Accpac WMS software.

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Sage Accpac WMS Installation Configuration

About the Sage Accpac WMS Database

Microsoft SQL Server manages the Sage Accpac WMS database.

The SQL server may be installed on the same machine as Sage

Accpac WMS, or it may be installed on a separate machine.

About the Sage Accpac WMS Clients

The Sage Accpac WMS clients consist of:

AWMS HandHeld functions, which allow the warehouse staff to perform all the Sage Accpac WMS warehousing operations.

These functions are run by means of Telnet sessions on RF

(Radio Frequency) handheld devices, or on a computer.

Web Dispatch, which is the browser-based user interface that warehouse, customer support, or sales staff use to view, process and track orders. Web Dispatch can be run from any computer running Microsoft Internet Explorer 5.5, or later.

About the Sage Accpac WMS Link

The Sage Accpac WMS Link integrates the ACCPAC Advantage

Series accounting system with WMS, allowing purchases orders, sales orders, receipts, and shipments to be sent between

ACCPAC Advantage Series and Sage Accpac WMS.

You install this component on the computer on which ACCPAC

Advantage Seriesis installed, and on each workstation from which Sage Accpac runs.

Sage Accpac WMS Installation Configuration

You should install Sage Accpac WMS on dedicated workstations or appliance servers, with no other applications running. The server configuration varies, depending on the number of users and the volume of data at your site. The following are some generalized sample configurations.

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Sage Accpac WMS Installation Configuration

Single Server

For small sites, Sage Accpac WMS can be installed on the database server. This means that both the Sage Accpac WMS server and the SQL server that manages the Sage Accpac WMS database are installed on one server.

Single Sage Accpac WMS Server and Separate SQL Server

If the SQL database server is installed on a separate computer, you can install the Sage Accpac WMS server on one computer and connect to the Sage Accpac WMS database running on the

SQL server machine.

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Sage Accpac WMS Installation Configuration

Multiple Sage Accpac Console Servers

If you need to support many users and a large volume of orders, you can configure Sage Accpac WMS to run on more than one server, rather than running from a single Sage Accpac Console installed on the Sage Accpac WMS server.

The Sage Accpac Console divides its services into separate threads, or processes, which can be run on different servers, thereby spreading the processing load over multiple servers.

To run Sage Accpac WMS on more than one server, you install

Sage Accpac WMS on a single central server (which can be the same machine that hosts the SQL database server, depending on the number of users), while enabling multiple servers to run the

Sage Accpac Console over a network through a mapped drive.

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Sage Accpac WMS Installation Configuration

For more information, see “Running the Sage Accpac Console on

Multiple Servers” and “About Sage Accpac Console Threads.”

Sage Accpac WMS Link Installation

You install Sage Accpac WMS Link on a single computer or on a network, as follows:

Single computer configuration

■ ACCPAC Advantage Series on a single computer.

Network configuration

■

If your Sage Accpac programs reside on one computer, you must install the Sage Accpac WMS program and Sage

Accpac WMS Link on that computer. You must also run

Workstation Setup in ACCPAC Advantage Series.

ACCPAC Advantage Series programs on the server and on workstations.

You must install Sage Accpac WMS Link program files on each machine that has Sage Accpac programs loaded. Next, you must run Workstation Setup on each workstation.

Network configuration

■

ACCPAC Advantage Series workstation setup (no Sage

Accpac programs or data on workstations)

You must install Sage Accpac WMS program files and Sage

Accpac WMS Link on the server. Then, you must run

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Network configuration

Workstation Setup on each machine to create a DSN pointing to the WMS database.

■ Sage Accpac browser mode using web-deployed WMS screens (no Sage Accpac programs or data on workstations)

You must run Workstation Setup to activate the WMS screens that will download the files you need. (You are prompted to confirm whether you want to install and run

Sage Accpac WMS Client Resources.)

Before Installing Sage Accpac WMS

This chapter provides the information you need to know prior to installing Sage Accpac WMS, including:

■

Microsoft SQL Server requirements and Sage Accpac WMS database creation. For more information, see “SQL Database

Server Requirements.”

Installation of prerequisite software. For more information, see “Prerequisite Software and Requirements.”

■

Setting up IIS for the Sage Accpac WMS. For more information, see “Setting Up the IIS Web Site.”

Overview

Installing and configuring Sage Accpac WMS includes the following procedures:

1. Ensuring that prerequisite software is installed (including

MDAC and .NET Framework 1.1).

2. Ensuring that IIS is set up for WMS.

3. Installing Sage Accpac WMS version 5.0.

4. Installing Sage Accpac WMS Link version 5.3.

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5. Starting the Sage Accpac Console.

6. Logging on to Web Dispatch.

7. Activating Sage Accpac WMS Link 5.3A.

8. Configuring Sage Accpac WMS Link 5.3A.

For information on how to use Sage Accpac WMS with other

Sage Accpac applications, see the Sage Accpac WMS Getting

Started guide.

SQL Database Server Requirements

Your system or database administrator needs to install Microsoft

SQL Server 2000 with the latest service pack before you can install Sage Accpac WMS. Installation of the SQL server is not described in this guide.

The SQL server may be installed on the same machine as Sage

Accpac WMS, or it may be installed on a separate machine.

Creating the Sage Accpac WMS SQL Database

You can create a Sage Accpac WMS database in either of two ways:

■

You can let the Sage Accpac WMS installation wizard create the database.

Your database administrator can create the database prior to installing Sage Accpac WMS. (The procedure is not described in this guide.)

Sage Accpac WMS SQL Database Security

Regardless of how the Sage Accpac WMS database is created, you must decide how you want to set up security for the Sage

Accpac WMS connection to the database on the SQL Server.

The security method you choose determines the type of login

Sage Accpac WMS uses when it connects to the Sage Accpac

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WMS database. There are two types of security methods to choose from: SQL Server authentication and Windows NT authentication, both of which are described below.

SQL Server Authentication

SQL Server authenticates the ID and password supplied by the user when logging on to the SQL server database.

Your database administrator sets up the user name(s) and password(s) for the Sage Accpac WMS database on the SQL server. During Sage Accpac WMS installation, you are asked to provide the user name and password to use when logging on to the Sage Accpac WMS database.

When your installation is up and running, any time Sage

Accpac WMS connects to the WMS database on the SQL server, it uses the specified user name and password.

Note: If the Sage Accpac WMS database is created by the Sage

Accpac WMS installation program wizard, you need to know the password for the sa (system administrator) login ID for the SQL server. You can get this information from your database administrator.

Windows NT Authentication

When logging on to the SQL server database, Windows NT authentication uses the same network ID that the user enters when they log onto Windows.

The SQL Server login security is integrated with Windows login security, so a separate SQL user name and password are not used. However, you will need to set up the database for

NT authentication before an actual connection can be made using Windows NT authentication.

■ If you are using an existing Sage Accpac WMS database, or if you are creating a new database prior to installation, follow the procedure in “Setting Up Windows NT Authentication for the Sage Accpac WMS Database” before installing Sage

Accpac WMS.

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■ If you let the Sage Accpac WMS installation wizard create a database for you, when the installation is complete, you must follow the procedure in “Setting Up Windows NT

Authentication for the Sage Accpac WMS Database.”

When your installation is up and running, any time Sage Accpac

WMS connects to the WMS database on the SQL server, it will use

Windows NT security to authenticate the connection.

Note: On Windows 2000/XP, Windows NT authentication can be used only if the SQL database resides on the same computer as the Sage Accpac WMS installation.

Prerequisite Software and Requirements

You should install Sage Accpac WMS on dedicated workstations or on appliance servers, with no other applications running.

Ensure that the screen resolution on the server is at least 1024 x

748. You cannot run Sage Accpac WMS installation at lower resolutions.

The following sections describe system software and windows components that must be installed on the computer on which

Sage Accpac WMS will be installed.

Note: This description does not include installation of ACCPAC

Advantage Series, SQL Server, Crystal Reports, or shipping systems software. However, all these software applications must be installed prior to configuring Sage Accpac WMS.

The following list shows the software that needs to be installed prior to installing Sage Accpac WMS on Windows 2000 or

Windows XP Professional operating systems:

Operating System: Windows 2000 Server/Professional or

Windows XP Professional

Windows

Components:

IIS (Internet Information Services) v5.0 or later

SNMP (Simple Network Management

Protocol) Components

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Windows 2003

Programs:

SQL Server:

.NET Framework 1.1

MDAC (Microsoft Data Access

Component) 2.7 or later (includes SQL

Server ODBC driver)

Demand management modules require

Java Virtual Machine 1.4

SQL Server 2000 with Service Pack 3. The

SQL server may be installed on the same machine as Sage Accpac WMS, or it may be installed on a separate machine. For more information, see “SQL Database

Server Requirements”

Internet Explorer: Microsoft Internet Explorer 5.5 or later

(for Web Dispatch client)

Note: If you are installing Sage Accpac WMS on Windows 2003, there are additional requirements. See Appendix A, “Installing

Sage Accpac WMS on Windows 2003,” later in this guide for more information.

Installing the Prerequisite Software

You must install the required software, or ensure it is already installed. It is a good idea to run Windows Update to ensure you have all the latest service packs.

Tip: You may want to reinstall the components even if they appear to be installed. This will ensure that you have correct versions of all the required software.

Installing Internet Information Services (IIS) and the SNMP Components

Internet Information Services (IIS) and Simple Network

Management Protocol (SNMP) are Windows components. You need the Windows 2000 or XP Pro operating system files to install these components (located on the \I386 folder on the

Windows Install CD, or the \I386 folder may be accessible on your computer or on a network).

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To install the Windows components:

1. On the Windows Start menu, from the Control Panel, click

Add Or Remove Programs, then choose Add/Remove

Windows Components.

2. On the Windows Components screen, select the Internet

Information Services (IIS) option.

3. Select the Management And Monitoring Tools option. This option installs the Simple Network Management Protocol and WMI SNMP Provider components.

Tip: To ensure that all subcomponents are installed for the selected component, click Details on the Windows

Components screen. Select the subcomponents, then click OK.

4. On the Windows Components screen, click Next.

5. When completed, click Finish.

Installing .NET Framework and the MDAC Components

To check whether the required .NET Framework and MDAC components are installed:

1. On the Windows Start menu, click Settings / Control Panel

/ Add Or Remove Programs.

2. Check the list of currently installed programs to ensure that you have .NET Framework 1.1.

3. To check what version of MDAC is installed, download the

Component Checker from the Microsoft Web site.

You may already have this component if you are using

Windows XP.

Note: If you are installing on the same machine as

SQL Server, you do not need MDAC.

If the .NET Framework and MDAC components are not installed, you can download them from the Microsoft Web site.

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To download and install the .NET Framework and MDAC applications:

1. On the Windows Start menu, click Settings, Control Panel,

Add Or Remove Programs, then choose Add New Programs.

2. Click Windows Update to go to the Microsoft Updates page.

3. Search for MDAC download files. You need version 2.7, or later.

4. Identify the most recent download of MDAC. The download file is MDAC_TYP.EXE.

5. Save the file to your hard drive.

6. While you are still on the Microsoft Updates page, search for the .NET Framework download files.

7. Locate the Microsoft .NET Framework Version 1.1

Redistributable Package. The download file is dotnetfx.exe.

8. Save the file to your hard drive.

9. Install MDAC by clicking the MDAC_TYP.EXE file on your hard drive and following the instructions.

10. Install .NET Framework by clicking the dotnetfx.exe file on your hard drive and following the instructions.

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Before Installing Sage Accpac WMS

11. When you have finished installing the .NET Framework software, restart your computer.

12. After you have installed .NET Framework 1.1, run Windows

Update to install any new service packs or updates.

Setting Up the IIS Web Site

Sage Accpac WMS is installed in a virtual directory under the

Home Directory of the Internet Information Services (IIS)

Default Web Site. The following default values are set for the IIS

Default Website:

HTTP Keep-Alives

Enabled

Port: 80

Home Directory Local Path: c:\inetpub\wwwroot

Home Directory Execute Permissions: Allow execution of scripts and executables

If you do not wish to install using these defaults, you can modify the destination by changing the port and/or the local path of the

Default Web Site as described in “Verifying/Changing the

Default Web Site Settings” below.

Note: The HTTP Keep-Alives Enabled option should not be selected, particularly if you are using Windows XP.

To ensure a smooth installation, you must verify that the permissions are set correctly in the Home directory, as described in the following section, “Verifying/Changing the Default Web

Site Settings.”

Verifying/Changing the Default Web Site Settings

To verify or change settings and permissions on the Default

Web Site:

1. On the Windows Start menu, from the Control Panel, click

Administrative Tools, then choose Internet Information

Services.

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2. In the left pane, navigate to the computer running IIS, then expand the Web Sites folder.

3. Right-click Default Web Site, then select Properties. The

Default Web Site Properties dialog box appears.

4. On the Web Site tab, you can accept the currently displayed port number in the TCP Port field, or enter a different port number for the Default Web Site in the TCP Port field.

Ensure that this option is not selected.

5. Click the Home Directory tab.

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6. Either accept the currently displayed path for the home directory in the Local Path field or enter a different path in the Local Path field. Alternately, click Browse to locate and select a different path in the Browse For Folder window, then click OK.

7. Verify that the Execute Permissions field is set to Scripts and

Executables. If not, select it from the drop-down list.

8. Verify that the Read check box is selected. All other selections are optional, and you can use the system defaults if you like.

9. After making these changes, you should reset IIS.

Verify that IIS is Running

Sage Accpac WMS will not run if the IIS is stopped. You can use

IIS Manager to verify that IIS is running, and, if it is not running, restart it.

To verify that IIS is running:

1. From the Start menu or from a desktop icon, right-click My

Computer.

2. Click Manage.

The Computer Management console appears. If the Services

And Applications folder is not already expanded, expand it.

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To restart the IIS:

1. Right-click Information And Services.

2. Click All Tasks, then click Restart IIS.

You are asked to confirm the Restart.

3. Click OK. IIS attempts to stop all services before restarting.

IIS waits up to five minutes for all services to stop. If the services cannot be stopped within five minutes, all IIS services are terminated, and IIS restarts.

Clicking End Now forces all IIS services to stop immediately, and IIS is restarted. However, if IIS is terminated before its services have stopped normally, data loss can result.

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Installing Sage Accpac WMS

Installing Sage Accpac WMS

Ensure that you have read and followed all the instructions in

“Before Installing Sage Accpac WMS” prior to installing Sage

Accpac WMS.

Installation Overview

The following list summarizes the steps required to install Sage

Accpac WMS.

Install Sage Accpac

WMS

Accpac WMS

Set up the Integrated

Security (if required)

Tip: Read all the steps prior to installing Sage Accpac WMS.

Understanding the installation procedure will make installation much easier.

1. Run the Sage Accpac WMS installation program following the procedure in “Installing Sage Accpac WMS.”

Note that the screen resolution on the server must be set to at least 1024 x 748.

2. After installation files are copied, fill out and submit the registration form to request a license. A license will be sent to you immediately. Follow the procedure in “Registering and Requesting a License.”

3. For Sage Accpac WMS databases created by the installation program, if you choose to use NT authentication for database server security, configure the SQL database as described in “Setting Up Windows NT Authentication for the Sage Accpac WMS Database.”

If you are using NT authentication for a database that was created prior to installation, you should have set up the

Windows authentication for the SQL database before installing Sage Accpac WMS. If you did not set up NT authentication on the database prior to installation, you must do it before running Sage Accpac WMS.

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Configure the ODBC

Data Source for the

SQL Database (if required)

Set up Web Dispatch for warehouse users

(optional)

Start the Sage Accpac

Console (RFBase)

4. Create a DSN if you want to include automatic startup parameters for the Sage Accpac Console or run additional

Sage Accpac Consoles over a network. See “Running the

Sage Accpac Console on Multiple Servers.”

5. Set up Web Dispatch links in Internet Explorer for your warehouse users, as described in the section “Starting Web

Dispatch.”

6. See the section “Starting the Sage Accpac Console” for more information.

Create an RFBase

Startup command (as required)

7. Create a new RFBase startup command to include startup parameters, or to enable the Sage Accpac Console to run on multiple machines on a network. See “About the RFBase

Startup Command.”

Set up additional consoles to run over a network (as required)

8. If you want to spread the processing load over multiple servers, configure Sage Accpac WMS to run on more than one server. To do this, install the Sage Accpac Console on a single server (not necessarily the same machine that hosts the SQL database server), while multiple servers actually run the application over a network through a mapped drive, rather than from a local installation. For more information, see “Running the Sage Accpac Console on Multiple Servers.”

Installing the Sage Accpac WMS Components

The Sage Accpac WMS installation program copies the Sage

Accpac WMS files to the selected folders, and based on your selections, creates virtual directories, creates the Sage Accpac

WMS database, creates shortcuts, installs the Sage Accpac WMS services and starts those services automatically.

The Sage Accpac WMS components include:

Component What is installed Description

Admin

Service

RB Services

RBservice.exe

Windows service for processing jobs from

Web browser.

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Component What is installed Description

Web Dispatch RB Web Dispatch

RBDispatch.aspx and .dll

Host Interface Host Interface

RBHostInterface.a

smx and .dll

Handheld/

Telnet Server

RFBase Console

RFBASE.EXE

Processes dispatcher’s

Web browser requests.

Processes SOAP download and uploads from host.

Processes telnet/handheld sessions, prints labels, runs threads, used for setup and configuration.

The following procedure describes installing Sage Accpac WMS on a single server. Although the Sage Accpac WMS software is installed on a single machine, the SQL server may be installed on the same machine as Sage Accpac WMS, or it may be installed on a separate machine.

If your WMS needs to run additional Sage Accpac Consoles over a network, you can follow the instructions in “Running the Sage

Accpac Console on Multiple Servers,” after the Sage Accpac

WMS software is installed.

To install Sage Accpac WMS:

1. Ensure that the screen resolution on the server is at least

1024 x 748. The Sage Accpac WMS installation cannot be run at lower resolutions.

2. Insert the Sage Accpac WMS 5.0 Installation CD in your

CD-ROM drive.

3. Click Install Sage Accpac Warehouse Management System.

The Sage Accpac WMS Setup Wizard Welcome screen appears.

4. Click Next to continue.

The Sage Accpac WMS Kernel Services screen appears.

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5. Select Yes, Install Kernel Service On This Computer, then click Next.

The Sage Accpac WMS Components screen appears.

6. Select all the components, then click Next.

The program displays the Sage Accpac WMS Optional

Components screen.

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Installing Sage Accpac WMS

7. Select optional components, as follows:

Soap Server. Select Soap Server to use SOAP messaging for

Web Service requests and responses, for example to send a

SOAP call to allocate an order. This option installs RB Web

Services (RBWebServices.asmx and .dll) — a Web service for processing background jobs using SOAP.

Vendor Portal. Select Vendor Portal if you will be using the

Vendor Portal/Cross Dock option in WMS.

Make Kernel Service Startup Dependent On SQL Server

Service. Select this option only if you are installing Sage

Accpac WMS on the same machine as your SQL server.

8. Click Next.

The Database Connection screen appears.

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9. Enter the information required for Sage Accpac WMS connection to the Sage Accpac WMS database on the

SQL Server.

The installation program can create a Sage Accpac WMS database on the SQL Server, with the database name and connection parameters you specify on this screen.

Otherwise, if you want to use an existing Sage Accpac WMS database, enter the connection information on the screen.

Database Server Name. Accept the default (local) or enter the name of the SQL server on which the Sage Accpac WMS database will be created or already resides.

Database Name. Enter a name for the database that will be set up for Sage Accpac WMS on the SQL server. Rbeacon is the default.

If the database already exists, enter the name of the database you want to use.

Note: The database name should begin with a letter (A-Z), and should not contain special characters, such as dashes.

User Name and Password. Use these fields to specify how security will be implemented when you log on to the Sage

Accpac WMS database (on the SQL server) through Sage

Accpac WMS. Either SQL Server authentication or Windows

NT authentication can be used to connect to the Sage Accpac

WMS database.

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Tip: To review information about database security on the

SQL server, see “Sage Accpac WMS SQL Database

Security.”

To use SQL Server authentication: a) In the User Name field enter sa (system administrator login ID for the SQL server). At some sites, a new login with system administrator privilege is created for the

SQL database, so that login should be entered. b) In the Password fields, enter the password for the system administrator login ID (sa) for the SQL server.

You can get this information from your database administrator.

When Sage Accpac WMS connects to the WMS database on the SQL Server, it uses the user name and password specified here.

To use Windows NT authentication: a) Leave the User Name and Password fields blank.

When Sage Accpac WMS connects to the WMS database on the SQL server, it uses the Windows NT user name and password to authenticate the connection. A separate

SQL user name and password is not used.

Note: On Windows 2000/XP, Windows NT authentication can be only used if the SQL database resides on the same computer as the Sage Accpac WMS installation.

10. Click Next.

The Creating Shortcuts screen appears.

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11. Select both Create Shortcuts options to create Sage

Accpac WMS shortcuts on the desktop and on the Windows

Start menu.

12. Click Next.

The program displays the Select Installation Address screen.

The Virtual Directory field specifies where the Sage Accpac

WMS files will be installed. The Virtual Directory is the directory under the Home Directory of the Default Web Site defined in Internet Information Services (IIS). By default, this

Web site uses port 80, and the default path for the Home

Directory of the Web site is c:\inetpub\wwwroot.

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13. Accept the defaults for the installation destination, or specify an alternate directory and port number as follows:

■

To change the name of the installation directory, enter the directory name in the Virtual Directory field.

If your Default Web Site uses a port other than the default port 80, enter that port number in the Port field

Tip: To change the path of Home Directory of the IIS

Default Web Site, refer to “Verifying/Changing the

Default Web Site Settings.”

14. Click Next.

15. When the Confirm Installation screen appears, click Next to start the installation.

The program displays the Create DataBase screen.

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16. On this screen there are two possible actions:

Option #1: Create a new database a) Specify the parameters for the database:

■

To create a database using the default SQL parameters, click Create to create the database.

To create a database using parameters other than the defaults, select Specify Data Files, then select and enter any subsequent parameters.

You may define the location, initial size, maximum size and the Automatically Grow File options for the

SQL Server data files and/or transaction files.

However, if you change any of the database parameters, you must still use the same type of authentication you specified on the Connection To

Sql Server screen during the Sage Accpac WMS installation. When all parameters have been specified, click Create to create the database.

When the installation program creates the new Sage

Accpac WMS database, it creates all the database tables, and you can follow the progress on the screen. b) Click OK when the database is successfully created, then click Close.

Option #2: Use an existing database a) Click Skip.

You are asked if you want to do a database check.

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We recommend that you do this to update your database to include any changes in the version of Sage

Accpac WMS you are installing. b) Click Yes. c) Click OK when the database is successfully checked.

After the database is created, the Register ASP.NET To IIS progress bar appears.

When ASP.NET registration is complete, you are prompted to register and request a license to run Sage Accpac WMS.

17. Register and request a license, as described in the section

“Registering and Requesting a License.”

After product registration, the AWMS Admin Console appears, as described in the section “Testing Sage Accpac

WMS.”

18. When testing is completed, click Close.

19. When the Installation Complete screen appears, click Close.

The Sage Accpac WMS installation program automatically starts the Windows and Web Services it installs. However, you must start the Sage Accpac Console and Web Dispatch manually, as described in the sections “Starting the Sage Accpac Console” and

“Starting Web Dispatch.”

Note: If your Sage Accpac WMS installation is configured to use

Windows NT authentication, you must follow the procedure in

“Setting Up Windows NT Authentication for the Sage Accpac

WMS Database” before running Sage Accpac WMS.

Registering and Requesting a License

Sage Accpac WMS is shipped and licensed as a modular product. When you register and request a license, you must select which modules you would like activated. (For information about the modules available for the current version, see the Sage

Accpac WMS 5.0 Product Release Notes.)

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Note: This registration procedure assumes that Internet access is available.

After the Sage Accpac WMS files are installed, the following

Sage Accpac WMS Registration Form appears:

Tip: If you do not register your product at the time of installation, you can register after installation by selecting,

Sage Accpac WMS from the Programs group on the

Windows Start menu, then clicking Get License. The same

Sage Accpac WMS Registration form is displayed and you follow the same procedure.

To register Sage Accpac WMS and obtain a license:

1. Complete the registration information. The required fields include:

■ User ID and Password. Enter a user ID and password that will be used to generate a permanent license file.

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Because you can have only one User ID per company, select a User ID that clearly identifies your company.

■ Company information fields (Name, Address, City

State/Province, Country, ZIP/Postal Code and Phone).

Primary Contact fields (Name and Email address).

■

2. Select any of the optional modules you want to use.

3. Click Get License.

4. The license server sends back the RBlicense.xml file in folder

C:\RBlicense (the RBlicense folder is set up under the root of the drive on which the operating system files are installed).

5. The license you receive is temporary. To obtain a permanent license, follow the procedure in “Updating a License.”

Note: If you reinstall on the same machine, do not delete the license.xml file. It will not be removed by the uninstall program.

If the file is deleted, you must call Sage Accpac ERP Activation

Services for a new license.

Updating a License

When you register through the internet, you receive a temporary license. You must register at Sage Accpac Activations to obtain a permanent license or to add options.

In all cases, you must wait to receive an e-mail message from

Sage Accpac International, Inc. informing you that you your license file has been updated.

To update your Sage Accpac WMS license:

1. After receiving an e-mail message stating that your updated license is available, on the Windows Start menu, click

Programs, Sage Accpac WMS, Get License.

2. Click Yes to confirm that you want to update your license.

The current license information is displayed in the Sage

Accpac WMS Update License Wizard.

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3. Click Update License.

Your license file is automatically updated.

4. Click OK to finish.

Testing Sage Accpac WMS

After the Sage Accpac WMS files are installed and you have registered the product, the Connection Manager appears. You use the Connection Manager to test connections and to stop or start services.

Initially, all modules display Testing. When the testing is done, all installed components should display Running or OK, with the possible exception of the Database Connection.

If your installation is configured to use NT authentication, the

RB Database Connection may display Warning until the NT authentication in set up on the SQL database, as described in

“Setting Up Windows NT Authentication for the Sage Accpac

WMS Database.”

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Once you have set up the NT authentication on the SQL database, retest the connection as described in “Retesting

Connections.”

After testing is completed, click Close to close the AWMS

Connection Manager and complete the installation.

Retesting Connections

You can use the Connection Manager at any time after installation:

1. From the Programs group on the Windows Start menu, click

Sage Accpac WMS, then AWMS Administrator.

The AWMS Administrator console appears:

2. On the Admin Console, click the Connection Management icon.

The Connection Manager appears.

3. Click Test.

Setting Up Windows NT Authentication for the Sage Accpac WMS

Database

If, during installation, you chose Windows NT authentication for connection to the Sage Accpac WMS database on the SQL server, you must set up SQL security for a special ‘user’ to enable IIS to log in to the database. The special user is ASPNET.

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This procedure is not necessary if you intend to use SQL Server authentication (that is, an SQL user name and password) to log on to the Sage Accpac WMS database on the SQL server.

Note: For Windows 2000/XP, Windows NT authentication can be used only if the SQL database resides on the same computer as the Sage Accpac WMS installation.

Tip: To review information about database security on the

SQL server, see “Sage Accpac WMS SQL Database Security.”

To create an ASPNET login:

1. On any machine that has Microsoft SQL Server client tools installed, open Microsoft SQL Server Enterprise Manager.

2. In the Console Root folder (in the left pane), expand the

Microsoft SQL Servers folder, then expand the SQL Server

Group.

3. Expand the server on which you created the Sage Accpac

WMS database, then expand Security.

4. Right-click Logins, then select New Login on the menu that appears.

The New Server Login Properties dialog box appears.

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5. On the General tab, click the Browse button beside the Name field.

6. In the window that appears, in the List Names From field, select the server.

7. From the Names list, select ASPNET, then click Add.

8. Click OK.

In the SQL Server Login Properties — New Login dialog box, the following fields are filled in on the General tab.

The selected name is added to the Name field in the format:

\\computer name\ASPNET.

The computer name is added to the Domain field.

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9. Select the Windows Authentication option.

10. Select Grant Access in the Security Access section.

11. In the Defaults section, select RBEACON in the Database field.

12. Click the Server Roles tab, then select System

Administrators.

13. Click the Database Access tab.

14. In the Specify Which Databases Can Be Accessed By This

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RBEACON APSNET appears in the Database and User columns, depending on the operating system.

15. In the Database Roles For ‘RBEACON’ field select db_owner.

16. Click OK.

Adjusting Windows Firewall Settings

If you are running Windows Firewall (for example, with

Windows XP or 2003) on the WMS server, you might need to adjust the firewall settings to prevent WMS being blocked by the firewall, as follows:

1. Add RFBase as a firewall exception: a) Open Windows Firewall (available in the Windows

Control Panel). b) On the Exceptions tab, click Add Program. c) In the Add A Program window, click Browse, then search for RFBASE. The default location is:

C:\Inetpub\wwwroot\rbwms\RBHandHeld\RfBASE.exe d) Select RFBASE, then click Open to add RFBASE to the list.

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Setting Up the ODBC Data Source e) Select RFBase from the list of programs in the Add A

Program window, then click OK.

2. Add Web Server as a network connection: a) In the Windows Firewall, click the Advanced tab. b) Select Local Area Connection if it is not already selected. c) Click the Settings button beside the Network Connection

Settings. d) On the Advanced Settings window that appears, on the

Services tab, select the Web Server (HTTP) check box. e) Click OK.

3. Add ports 5401 and 5402 as exceptions: a) In the Windows Firewall, click the Exceptions tab b) Click Add Port. c) Add ports 5401 (Sage Accpac WMS Kernel Service) and

5402 (Sage Accpac WMS Job Server).

Setting Up the ODBC Data Source

You must set up an SQL ODBC data source for the Sage Accpac

WMS database:

■ If you want to add startup parameters to the RFBase startup command.

■

If you want to modify the connection string entered during installation.

On all computers that will run Sage Accpac Console threads over a network.

On any UPS, FEDEX, or ClipperShip workstations.

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Setting Up the ODBC Data Source

When you configure the OBDC data source you must indicate how you want the SQL server to verify the ID for users when they log on to the SQL server database. Choose one of two methods to verify or authenticate the login ID:

■

NT authentication, using the network ID that the user enters when logging on to Windows.

■ SQL Server authentication, using the ID and password that the user enters when logging on to the SQL server database.

Creating and Configuring the DSN

The following procedure creates and configures a DSN called

RBEACON.

Note: Ensure that you have installed MDAC (Microsoft Data

Access Components), as described in “Installing .NET

Framework and the MDAC Components.”

To set up the ODBC data source for the Sage Accpac WMS database:

1. On the Windows Start menu, click Settings / Control Panel

/ Administrative Tools, then open the ODBC Data Source

Administrator.

2. Select the System DSN tab, then do one of the following:

■ If you are configuring the ODBC data source on the machine on which you ran the Sage Accpac WMS installation program, in the System Data Sources list box, select Rbeacon, then click Configure.

The Microsoft SQL Server DSN Configuration window appears.

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Setting Up the ODBC Data Source

■ If you are configuring the ODBC data source on a different machine: a) Click Add to open the Create New Data Source window. b) In the list of driver names, select SQL Server, and then click Finish.

The Create A New Data Source To SQL Server window appears.

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3. In the Microsoft SQL Server DSN Configuration window or the Create A New Data Source To SQL Server window

(depending on where you are creating the data source name), complete the fields, as follows:

Name. Enter RBEACON.

Description. Enter a description of the Sage Accpac WMS database.

Server. From the drop-down list, select the SQL Server on which the Sage Accpac WMS database resides (for example,

(local)).

4. Click Next.

5. Depending on whether you want to use Windows NT authentication or SQL Server authentication, do one of the following:

■ To authenticate using Windows NT authentication, select the With Windows Authentication option.

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■ To authenticate using a user-entered ID and password, select the With SQL Server Authentication option. In the

6. Select the Connect To SQL Server option, then click Next.

7. Select the Change The Default Database To option, then from the drop-down list, select RBEACON.

8. For all other settings, leave the default settings, or consult your Microsoft documentation.

9. When done, click Finish.

The Microsoft SQL Server Setup screen appears.

10. To test the connection, click Test Database.

11. When the database is tested successfully, click OK to close the Microsoft SQL Server ODBC Data Source Test screen.

12. Repeat the procedure on each machine for which you need to configure an OBDC data source.

Installing the WMS Link

Follow these steps to install the Sage Accpac WMS Link 5.3:

1. Start Windows and insert the Sage Accpac WMS Installation

CD-ROM in your computer’s CD drive.

An installation screen automatically appears when you insert the CD-ROM.

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2. Click the option Install Sage Accpac WMS Link. The

InstallShield window appears:

3. Click Next. The Software License Agreement window appears.

4. Read through the license agreement. If you accept all the terms, click the option I Accept The Terms Of The License

Agreement.

The Choose Destination Location window appears, showing the default location:

By default, the Sage Accpac WMS Link is installed to the folder C:\Program Files\ACCPAC. You must install Sage

Accpac WMS to the same folder to which you installed

ACCPAC Advantage Series applications.

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5. Accept the default directory, or select another location where you want to install Sage Accpac WMS.

6. Click Next to continue. The Select Components window appears:

7. Click Next.

The Select Program Folder window appears:

8. Click Next.

The Start Copying Files window appears.

9. Click Next to start copying the program files. When the installation is complete, the InstallShield Wizard Complete window appears.

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10. Clear the View The Readme File Now check box if you do not want to read the file, and then click Finish.

You are now ready to activate Sage Accpac WMS and configure it for use with ACCPAC Advantage Series, as described in the following sections.

Activating Sage Accpac WMS Link

Before you can use Sage Accpac WMS, you must activate the

Sage Accpac WMS Link using standard ACCPAC Advantage

Series activation procedures.

Before you activate Sage Accpac WMS Link, check that the following ACCPAC Advantage Series applications are activated,

and make sure that you have installed the latest service packs for:

■

Purchase Orders 5.3B

Order Entry 5.3

Inventory Control 5.3

Serialized Inventory 5.3, if you have installed it

Lot Tracking 5.3B, if you have installed it

To activate Sage Accpac WMS Link:

1. Start ACCPAC Advantage Series.

2. Open the company database you intend to use.

3. Open the Administrative Services folder.

4. Choose the Data Activation icon.

The Data Activation window appears.

5. In the Data Activation window, activate the other ACCPAC

Advantage Series applications you use before you activate

Sage Accpac WMS Link. (In turn, select each application, then click the Activate button.)

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6. Activate Sage Accpac WMS Link 5.3A.

Configuring ACCPAC Advantage Series for WMS

After activating the WMS Link, you must edit settings in the

Configuration and Options windows, and run Workstation

Setup.

This section guides you through the configuration process.

To enter WMS configuration settings:

1. On the ACCPAC desktop, from the Warehouse Management

System folder, select the WMS Configuration folder.

2. Choose the Configuration icon.

The Sage Accpac WMS Configuration window appears, as follows:

3. Complete the following fields:

WMS Database ID. Enter a descriptive name for the WMS database, or select an existing one.

Sage Accpac WMS lets you set up multiple WMS database configurations, so you can easily switch to a different configuration, as needed. You use database IDs to identify the various configurations you use.

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Multi-Company / Multi-Location. Select Multi-Company if you work with more than one company, and select Multi-

Location if you work with more than location.

Lot Tracking Integration / Serialized Inventory

Integration. If you have Lot Tracking or Serialized

Inventory installed, choose whether to track lot numbers or serial numbers during picking only or during picking and receiving.

If you chose the Track In Warehouse tracking attribute in the

WMS Console setup, select Pick And Receive.

If you do not use either Lot Tracking or Serialized Inventory, select None for both options.

Note: You cannot configure WMS to use both Lot Tracking and Serialized Inventory at the same time.

WMS Database DSN. If you wish, you can change the name of the WMS Database DSN.

Database Type. For this version of Sage Accpac WMS, you must select the Microsoft SQL Server.

WMS Database Directory. This option appears if you selected Advantage Database Server as the database type.

Enter the name of the workstation or file server where your data is installed.

The following options appear only if you chose Microsoft

SQL Server as the database type:

SQL Server Machine Name. Enter the name of the workstation or file server where your SQL server is installed.

SQL Server Database Name. Enter the name of the SQL database that you created for WMS data.

Use SQL Server Security. If your SQL server requires a user

ID and password, check this option. If not, leave the box unchecked.

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SQL Server User ID / SQL Server Password. If your SQL server requires a user ID and password, enter them in these fields.

4. Click Add.

You are now ready to enter Sage Accpac WMS options.

Options

Sage Accpac WMS Options let you:

■

Specify the database to use with Sage Accpac WMS.

■ Determine how ACCPAC Advantage Series will interact with WMS.

To select WMS Options for ACCPAC Advantage Series:

1. From the WMS Configuration folder, choose the Options icon.

2. Select the WMS Database ID you created in WMS

Configuration.

3. Enter the location code you have defined in ACCPAC

Advantage Series.

4. Enter the miscellaneous charge code defined in ACCPAC

Advantage Series.

5. Select Suspend WMS Integration if you do not want to send item and transaction information to WMS.

6. Click Save to save your entries.

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Additional Setup for Sage Accpac WMS

You must now run Workstation Setup to activate WMS screens, as described in the next section.

Workstation Setup

Workstation Setup activates the WMS screens and, if you have not already done so, it can create the WMS data source for the

WMS Link.

Note: You must run Workstation Setup on each machine on which WMS Link is installed.

To run Workstation Setup:

1. In the WMS Configuration folder, click the Workstation

Setup icon.

The Activate WMS Screens option is automatically selected.

2. If you need to create a data source, select the Create Sage

Accpac WMS Data Source Name check box.

A DSN for the WMS database will be added in the ODBC

Data Source Manager.

3. Click Process.

Additional Setup for Sage Accpac WMS

The following section lists the required settings for using

ACCPAC Advantage Series Inventory Control, Order Entry,

Purchase Orders, Lot Tracking, and Serialized Inventory with

WMS.

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Configure ACCPAC Advantage Series Inventory Control for WMS

To use WMS with Inventory Control, select Inventory Control options as follows:

1. From the I/C Setup folder, choose the Options icon.

2. On the Processing tab, clear both the Allow Fractional

Quantities and the Allow Negative Inventory Levels check boxes.

Configure ACCPAC Advantage Series Order Entry for WMS

To use WMS with Order Entry, select Order Entry options as follows:

1. From the O/E Setup folder, choose the Options icon.

2. On the Processing tab, select the Calculate B/O Quantities option.

Configure Lot Tracking for WMS

You must set up both ACCPAC Advantage Series and Sage

Accpac WMS to track lot numbers.

1. On the Sage Accpac Console, from the Files menu, select

Setup, then Site Switches, Users and Interface, and

Attributes.

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2. On the Attributes screen, select the following options for

Attribute #2:

Type: Not Unique - lot

Tracking:

Attribute Name:

Your selections, here, should match those in ACCPAC Advantage Series.

Select Pick Only if you selected Pick

Only in WMS Configuration.

Select Track In Warehouse if you selected Pick and Receive in WMS

Configuration.

Lot # (editable)

Description:

Ask Or Use Other

Input Digits:

Maximum characters:

Lot Number (editable)

You can select Ask For Input (to prompt the user for the lot number) or

Use Attribute1 to include information from Attribute 1.

Maximum number of digits for lot numbers (this must not exceed what is allowed in ACCPAC Advantage

Series)

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3. On the ACCPAC desktop, from the WMS Configuration folder, choose Configuration.

4. In the Sage Accpac WMS Configuration window, select the

WMS Database ID, then, in the Lot Tracking Integration field, specify whether to include lot numbers during receiving and picking or when picking only.

5. Click Save, then Close

6. Choose the Options icon from the WMS Configuration folder.

7. In the Options window that appears, select the

WMS Database ID you set up for lot tracking in WMS

Configuration, then select a Default Location code and a

Shipping Miscellaneous Charge code, or verify that the existing ones are correct.

8. Click Save, then click Close.

9. From the Lot Tracking folder, open the L/T Setup folder, then choose the Options icon.

The L/T Options window appears.

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Additional Setup for Sage Accpac WMS

10. Select the settings you want to use for Lot Tracking, as follows:

Allow The Transaction Quantity To Be Greater Than The

Number Of Entered Lots. Select this option, so that you can post inventory reconciliations with variances.

Always Popup On The Quantity Shipped. Do not select this option. Lot Tracking popups do not appear on WMS screens.

Allow Generation Of Lot Numbers In OE. Select this option only if you use the Pick-Only option. (Do not select this

option if you use the Pick And Receive option.)

Allow The Allocation Of Lot Number Based On Qty.

Ordered Field In OE. Do not select this option — it does not work with WMS.

11. Save your changes, then close the window.

12. Choose the L/T Item Defaults icon from the L/T Setup folder.

13. For each of the items for which you wish to track lot numbers, select the Lot Item? option, then click Add.

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Additional Setup for Sage Accpac WMS

Configure Serialized Inventory for WMS

You must set up serial number tracking in both ACCPAC

Advantage Series and in Sage Accpac WMS.

1. On the Sage Accpac (WMS) Console, from the Files menu, select Setup, then click Site Switches / Users and Interface /

Attributes.

2. On the Attributes screen, select the following for

Attribute #3:

Type: Unique - Serial

Tracking: Your selections, here, should match the setup in ACCPAC Advantage

Series.

Select Pick Only if you selected Pick

Only in WMS Configuration.

Attribute Name:

Description:

Select Track In Warehouse if you selected Pick and Receive in WMS

Configuration.

Serial # (editable)

Serial Number (editable)

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Additional Setup for Sage Accpac WMS

Ask Or Use Other

Input Digits:

You can select Ask For Input (to prompt the user for the serial number) or Use Attribute[#]1, where [#] is the number of a previous attribute.

Input Digits: Maximum number of digits for serial numbers (this must not exceed what is allowed in ACCPAC

Advantage Series)

3. On the ACCPAC desktop, from the WMS Configuration folder, choose Configuration.

4. Specify whether to include serial numbers during receiving and picking or when picking only, then save your changes, and close the window.

5. Choose the Options icon from the WMS Configuration folder.

6. On the Options window that appears, select the WMS

Database ID you configured for serial number tracking in

WMS Configuration, then specify a Default Location code and a Shipping Miscellaneous Charge code, or verify that the existing ones are correct.

7. Click Save, then click Close.

8. From the Serialized Inventory folder, open the S/I Setup folder, and choose the Options icon.

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Additional Setup for Sage Accpac WMS

The S/I Options window appears:

9. Verify your Serialized Inventory settings, then save any changes and close the window.

Note, especially, the following options:

Quick Post In OE, Quick Post In PO. Do not select either of these options. They do not work with WMS.

Allow The User To Generate Serial Numbers In OE. Select this option only if you use the Pick-Only option for

Serialized Inventory.

Allow The Allocation Of Serial Number Based On The

Qty. Ordered Field In OE. Do not select this option. It does not work with WMS.

10. From the Inventory Control folder, open the I/C Items And

Price Lists folder, then choose the Items icon.

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Starting Sage Accpac WMS

11. On the Items tab, select the Serial Number option for each item for which you wish to track serial numbers.

Starting Sage Accpac WMS

The Sage Accpac WMS installation program automatically starts the Windows and Web services it installs. However, you will have to start the Sage Accpac Console and Web Dispatch manually.

Starting the Sage Accpac Console

If you created a desktop or a program menu shortcut during installation, you can use these shortcuts to start the

WMS Console on the computer on which it was installed, as follows:

■

On the Windows desktop, click the AWMS HandHeld icon.

From the Programs group on the Windows Start menu, select Sage Accpac WMS, then click AWMS HandHeld.

Note: To change the shortcuts or add startup parameters, or to start Console threads on another computer on the network, you must create an RFBase startup command for the Sage Accpac

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Starting Sage Accpac WMS

Console. Refer to the section “About the RFBase Startup

Command” for more information.

If you want to run multiple Sage Accpac Consoles over a network, refer to “Running the Sage Accpac Console on Multiple

Servers” for more information.

Starting Web Dispatch

You can run Sage Accpac WMS Web Dispatch from any computer running Microsoft Internet Explorer 5.5 or later.

To start Web Dispatch:

1. Start the Sage Accpac Console, if it is not already running.

2. Start Internet Explorer.

3. In the address bar, enter the address of Web Dispatch using the following format: http://<server IP address or Name>/RbDispatch/ where <server IP address or Name> is the IP address or machine name of the server running the Web Dispatch component, or enter localhost if you are running Internet

Explorer on the machine on which you installed Web

Dispatch.

For example, http://10.142.154.13/RbDispatch/ http://localhost/RbDispatch/

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Running the Sage Accpac Console on Multiple Servers

The login screen for Web Dispatch appears:

4. Enter your user ID and password.

Initially, you can use the default user names and passwords that are installed with Sage Accpac WMS until you define your own passwords and permissions. (The Getting Started guide describes the default user names and passwords.)

5. Click the Log On button.

To setup Web Dispatch for your warehouse supervisors or managers:

1. On each computer that will be used by warehouse supervisors or managers to run Web Dispatch, start the Web

Dispatch client as described in “Starting Web Dispatch” above.

2. Add this URL to your browser Favorites or as an Internet

Explorer toolbar link for easy access.

Running the Sage Accpac Console on Multiple

Servers

In large environments that need to support higher volumes of orders and numbers of users, you can configure Sage

Accpac WMS to run on more than one server. You can then run

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Running the Sage Accpac Console on Multiple Servers

Console threads on different servers, rather than from a single

Sage Accpac Console installation, spreading the processing load over multiple machines.

To configure the Console to run on several machines, you install

Sage Accpac WMS on a single central server (which can be the same machine that hosts the SQL database server), while multiple servers run the Sage Accpac Console application over a network through a mapped drive, rather than from a local installation.

Note: Before proceeding to set up your site to run the Sage

Accpac Console on multiple servers, you need to understand

Console threads. For a complete description, refer to the section

“About Sage Accpac Console Threads.”

Setting Up the Sage Accpac Console for Multiple Servers

The following describes the steps required to set up the Sage

Accpac Console to run on multiple networked servers.

1. On each machine that will run Sage Accpac Console threads, install the SQL Server ODBC driver and configure the ODBC data source for the Sage Accpac WMS database. (See the section “Creating and Configuring the DSN,” for more information.)

2. On each machine that will run the Sage Accpac Console on the network, map a network drive to the RbHandHeld folder. The default path is:

\inetpub\wwwroot\rbwms\RbHandHeld

For information on mapping network drives, see your

Microsoft Windows documentation.

3. Provide licensing for the Sage Accpac Console to run on different machines. Follow the steps in the section

“Licensing the Sage Accpac Console on Multiple Servers.”

4. On each Sage Accpac Console server, create a startup script or icon that contains the appropriate startup parameters and threads for that machine. For more information, see

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About the RFBase Startup Command

“Creating an RFBase Command Line to Start the Sage

Accpac Console.”

5. Start the Sage Accpac Console on each of the servers.

Licensing the Sage Accpac Console on Multiple Servers

Because the SOAP server (Web Services component) is installed on the same machine as the other Sage Accpac WMS components, its default address is ‘localhost’.

To run the Sage Accpac Console on computers other than the one where Sage Accpac WMS is installed, you must change the

SOAP server address to the IP address or to the name of the computer on which Sage Accpac WMS is installed. You can then share the licenses for the Consoles you are running.

You can change the SOAP server address by adding the following parameter in the RFBase startup command line:

/WSURL:xxx.xxx.x.xx where /WSURL refers to the web (SOAP) services URL, and xxx.xxx.x.xx is the IP address for the computer on which the

Kernel service is running.

You create the startup command as described in the next section,

“About the RFBase Startup Command.“

About the RFBase Startup Command

If you want to modify the connection string entered during installation, add startup parameters, or start Console threads on another computer on a network, you will need to create a startup command for the Sage Accpac Console. The command line includes the following:

■

The drive (either local or network) and directory where

RFBASE.exe is installed.

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About the RFBase Startup Command

■

The DSN user name and password, which must be set up on each machine that will start the Sage Accpac Console from a command line. See “Creating and Configuring the DSN” for more information.

Startup parameters (optional). When you define the startup command lines to run the Sage Accpac Console, you can include startup parameters, which are described in the section “Background Threads and Sage Accpac Console

Startup Parameters.”

Creating an RFBase Command Line to Start the Sage Accpac

Console

To create a startup command line:

1. If the Sage Accpac Console is installed on a different computer on a network, map a network drive to the machine, drive, and directory in which the RFBase.exe is located. For procedures for mapping network drives, see your Microsoft Windows documentation.

2. For local or network installation of the Sage Accpac Console, create a startup shortcut on the desktop or on the Windows

Start menu with the following target startup command line. drive:directory\rfbase.exe /dsn:dsn=data source name;uid=database user ID;pwd=database user password; </startup options

Startup options are described in the section “About Sage Accpac

Console Threads.”

For windows authentication, you do not need to enter the uid=database user ID;pwd=database user password; parameters.

Note: If you are using multiple console servers, it is crucial to specify the /NOPRINT parameter on all machines except one.

All other parameters are optional, depending on which threads you which to start. (For more information, see “About Sage

Accpac Console Threads.”)

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About Sage Accpac Console Threads

About Sage Accpac Console Threads

The Sage Accpac Console divides its services into separate threads, or processes, that serve the client systems, control printers, and interface with other applications, including the host accounting order-entry system, Crystal Reports, and shipping systems. The threads that control label printing, Web Dispatch and AWMS handheld functions run automatically, while other threads must be enabled to run.

Among the configurable background threads, the most important ones are:

■

Reports, which prints paper packing slips, invoices, and other documents by interfacing with Crystal Reports Server or Windows file server.

■

Download, which transfers purchase orders, sales orders, kit work orders, and vendor availability records from the host system, as they are available.

■ Upload, which transfers purchase order receipt confirmations, sales/work order picking confirmations, and miscellaneous adjustments to the host system, as they are available.

■

Shipping, which transfers shipping information to and from an external shipping system, such as UPS WorldShip or

ClipperShip.

■ Allocation, which automatically attempts to allocate sales and/or work orders.

■ Conveyor, which enables support for conveyor systems.

■ Pods, which enables support for carousels.

While the Web and handheld threads may run on multiple servers, all other threads must not be duplicated on more than one server. The threads that are to be run on each server are specified in the server startup script for each machine.

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About Sage Accpac Console Threads

Starting Background Threads

By default, the Web server, RF/Telnet, and label printing threads are started when you start the Sage Accpac Console.

Note: The label printing thread must be disabled on every machine except one dedicated label printing server. Use the

/NOPRINT parameter to do so, as described below.

To control the additional threads that should be run, you have the following options:

■

If you are using a single console server only, you can configure the upload, download, background allocation, shipping, and reports threads to start automatically by enabling them through the Sage Accpac Console Setup program. For this option, see “Configuring Background

Threads to Start Automatically.”

■

Note: You must not use this option if you are running the

Sage Accpac Console on more than one server, as this option starts threads globally on all machines.

You can start all threads and disable the label printing threads automatically by including additional parameters in the command startup line or shortcut on each machine.

When the Sage Accpac Console is started, the threads specified in the startup parameters are started automatically.

To disable label printing, to enable conveyors or carousels, or to specify multiple AWMS handheld servers, you must use this option. For this option, see “Configuring

Background Threads to Start Automatically.”

You can manually start and stop upload, download, background allocation, shipping, and reports threads manually once Sage Accpac WMS is started. For this option, see “Manually Starting and Stopping Background Threads.”

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About Sage Accpac Console Threads

Background Threads and Sage Accpac Console Startup Parameters

The following section includes two tables that describe the Sage

Accpac Console startup parameters.

■

Table 1 lists the background threads, the startup parameters that represent them, the items that represent them in the

Threads menu in the Sage Accpac Console, and the options that represent them in the configuration screen in the Sage

Accpac Console Setup program.

Table 2 includes startup parameters that can be added to the command line.

Tip: You can display a list of all supported Sage Accpac WMS startup parameters by using the parameter /? or /HELP at the end of a startup command line.

Table 1: Startup Threads

Startup

Parameter

/SHIPPING

Use to... order allocation, if desired.

Note: Must not be used on more than one machine.

Enable transfer of data between Sage

Accpac WMS and an external shipping system.

Note: Must not be used on more than one machine.

Shipping downloads of data from the host system.

Note: Must not be

Sage Accpac Console

Threads Menu Setup Screen Option

Allocation

Download to RB

Start Background

Allocation Process

Automatically

Key:

BKGND_ALLOCATE

Start Background

Shipping Process

Automatically

Key:

BKGND_SHIPPING

Start Download

Automatically

Key:

BKGND_DNLOAD

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About Sage Accpac Console Threads

Startup

Parameter

/UPLOAD

Use to... used on more than one machine

Enable automatic uploads of data to the host system.

Note: Must not be used on more than one machine

Sage Accpac Console

Threads Menu

Upload from RB packing slip/invoice printing through the

Crystal Reports application, if used.

Note: Must not be used on more than one machine

Reports Server

Setup Screen Option

Start Upload

Automatically

Key:

BKGND_UPLOAD

Start Crystal Reports

Server Automatically

Key: CR_AUTOSTART

Table 2: Startup Parameters

Startup Parameter

/? or /HELP

/? /ADVANCED or

/HELP /ADVANCED

Use to...

Display a window that shows all standard startup parameters for Sage Accpac WMS.

You cannot run the Sage Accpac Console with this thread running. After viewing the Help window, restart the

Console without this parameter.

Display a window that shows all advanced startup parameters for Sage Accpac WMS.

You cannot run the Sage Accpac Console with this thread running. After viewing the Help window, restart the

Console without this parameter.

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About Sage Accpac Console Threads

Startup Parameter

/NOPRINT

/BASE:n

/CONVEY

/PODn

/FORECASTING

/UPDATE

/NOCHECK

/NOERR

/ADVANCED

/SP

/REINDEX

/RBSCRIPT

/SERVICE

Use to...

Disable automatic label printing

Must be used on all machines except the one used for label printing. If only one Sage Accpac WMS server is used, this switch is not necessary.

Specify the number of the machine serving handheld users, with n representing a number from 0 to 9.

If a single machine is used, this switch is not necessary, and the default is 0. If more than one machine is used, each machine must be numbered from 0 to 9.

Run the conveyor.

Note: Must not be used on more than one machine.

Specify the number of the carousel that should be run, with n representing the pod number, from 1 to 6. Different pod numbers may be run on different machines.

Run the forecasting and inventory control calculations overnight. If you are using Sage Accpac WMS’s forecasting functionality, you should enable this parameter.

Must not be run on more than one machine.

Update the Sage Accpac WMS database schema without prompting the user. This can be useful if you have upgraded to a new version of Sage Accpac WMS.

Do not update the Sage Accpac WMS database schema.

This can be useful if you have already created or updated your database, and you want the Console to start up more quickly, without performing the database check.

Do not install the error handler.

Show the advanced and specialty setup screens.

Automatic creation/recreation of Stored Procedures.

Reindex the system, rebuild the constraints.

Process the SQL script in the specified script file.

Install RFBase as a service.

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About Sage Accpac Console Threads

Startup Parameter Use to...

/UNISTALL

/NOSOAP

Remove RFBase as a service.

Disable the SOAP server.

/SOAP_PORT:#### RFBase SOAP server port number. The default is 8080.

/WSURL:###.##.#.## To run the Sage Accpac Console on computers other than the one where Sage Accpac WMS is installed. The IP address for the computer running the Kernel service is specified as ###.##.#.##.

Note for v3.x upgraders: The switches /NOWEB and /NORF are no longer supported, and are no longer necessary. You can run the Web and RF/Telnet handheld threads all machines, provided that each RF/Telnet machine uses the /BASE switch with the appropriate number.

Configuring Background Threads to Start Automatically

There are two methods by which you can configure background threads to start automatically when you start up the Sage Accpac

Console:

■

By using the Setup screens in the Sage Accpac Console. This method must not be used in a multiple-server system.

■

By adding parameters to the startup command line.

The threads that you have enabled are started and displayed in the right-hand portion of the Console window.

In this example, the Upload and

Download threads are running.

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About Sage Accpac Console Threads

Procedures for both options for starting background threads are provided below.

To configure automatic start of background threads by using the Sage Accpac Console Setup program:

1. In the Sage Accpac Console, click Files, Setup. The Sage

Accpac Console Setup window appears.

2. Navigate to Site Switches/General Settings/Threads &

Stored Procedures.

3. Select settings listed in the “Setup Screen Option” column of the table in “Background Threads and RFBase Startup

Parameters.”

4. Click OK.

5. In the Sage Accpac Console Setup window, click Save.

6. Shut down and restart the Sage Accpac Console.

To configure automatic start of background threads by editing the startup command line:

1. In the shortcut icon or script you use to start the Console, add any of the threads parameters listed in the “Startup

Parameter” column of the table in “Background Threads and the Sage Accpac Console Startup Parameters” at the end of the target string. Separate each parameter with a space.

2. Save your changes.

3. Restart the Console.

Manually Starting and Stopping Background Threads

You can stop and start background threads at any time by using the Threads menu in the Sage Accpac Console. The menu items function as a toggle. If a thread is not running on the current machine, selecting it from the menu will start it; if a thread is running on the current machine, selecting it from the menu will stop it.

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Uninstalling Sage Accpac WMS

To toggle a background thread:

■

In RFBase Console, from the Threads menu, select any of the items listed in the “RFBase Console Threads Menu” column of the table in “Background Threads and RFBase Startup

Parameters.”

Uninstalling Sage Accpac WMS

After you’ve installed Sage Accpac WMS, you may need to remove or update your version of Sage Accpac WMS. As uninstalling does not remove registry settings, you do not need to reinstall licenses after reinstalling Sage Accpac WMS.

Sites running customized versions or test/parallel production environments must call Sage Accpac International, Inc. for instructions on how to proceed.

■

If you need remove and re-install the .msi file to upgrade to Sage

Accpac WMS 5.0, you must save following files in a new directory prior to uninstalling: lbls3.prg

*.rpt ils.dbf ils.xml rbconfig.xml custom*.sql

To uninstall Sage Accpac WMS:

1. Shut down RFBase.

2. On the Windows Start menu, click Settings, Control Panel,

Add Or Remove Programs, then choose Change Or Remove

Programs.

3. Select Sage Accpac WMS from the list.

4. Click Change/Remove.

5. When prompted, confirm the removal, then click Next.

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Troubleshooting Sage Accpac WMS Services

Troubleshooting Sage Accpac WMS Services

This section contains information that can help in troubleshooting and understanding Sage Accpac WMS installation and startup.

Sage Accpac WMS Required Services

The following services must be running on the Sage Accpac

WMS server (the computer on which Sage Accpac WMS is installed):

■

Internet Information Services (IIS).

■ RadioBeacon WMS Admin Service.

■ RadioBeacon WMS Kernel Service.

Started status indicates that a service is running.

RadioBeacon WMS Admin Service and RadioBeacon WMS

Kernel Service are Windows services that are installed with Sage

Accpac WMS. IIS is a Windows component, which was installed as a prerequisite to installing Sage Accpac WMS.

If one or more of the required services stop for some unknown reason, you can have problems starting up or logging on to Sage

Accpac WMS. In this case, you can either:

■ Check which service is stopped, as described in “Testing

Connections.”

■

Restart all the services as described in “Procedure for

Restarting Services.”

Note: You must restart all the services after making changes to

Sage Accpac WMS configuration or the database connection. For more information, see “Restarting Services.”

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Troubleshooting Sage Accpac WMS Services

Testing Connections

Problems starting up or logging on to Sage Accpac WMS may be caused by the failure of one of the required services described in

“Sage Accpac WMS Required Services” or because WMS could not connect to the Sage Accpac WMS database.

You can use the AWMS Connection Manager to identify the cause of Sage Accpac WMS start-up errors and to test various connections. You can also use the AWMS Connection Manager to change connection parameters and test the new connections.

To test connections using AWMS Connection Manager:

1. From the Windows Start menu Programs group, select Sage

Accpac WMS, then click AWMS Administrator.

The AWMS Administrator console appears.

2. From the AWMS Admin Console, click the Connection

Management icon.

3. The AWMS Connection Manager appears.

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Troubleshooting Sage Accpac WMS Services

IIS Admin Is Stopped

If the Connection Manager indicates that IIS Admin is stopped, it can be because:

■

IIS is stopped or unresponsive.

■

IIS Admin Services is stopped.

Both IIS and IIS Admin Services are stopped.

To check whether IIS is running:

1. From the Windows Control Panel, select Administrative

Tools, then click Internet Information Services to display the

Internet Information Services form.

2. Check the status of the Default Web Site to see whether it is stopped.

To check whether the IIS Admin Service is stopped:

1. From the Windows Control Panel, select Administrative

Tools, then click Services to display the IIS Admin Services form.

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Troubleshooting Sage Accpac WMS Services

Both IIS and IIS Admin

Service are stopped, or IIS is stopped but IIS

Admin Service is not

IIS Admin Service is stopped, but IIS Is running

2. Check the status of IIS Admin to see whether it is stopped.

If both IIS and the IIS Admin Service are stopped, or if IIS is stopped or unresponsive but the IIS Admin Service is running, follow the procedures described in the section “Restarting

Internet Information Services (IIS).”

If the IIS Admin Service is stopped but IIS is running, the problem may be with the IIS setup. Review the IIS set up instructions and all installation prerequisites, as described in the section, “Prerequisite Software and Requirements” to ensure the

IIS system is set up correctly.

RadioBeacon WMS Admin Service Is Stopped

1. In the AWMS Connection Manager, beside the Rb WMS

Service field, click the Start Service button.

2. Click Test to ensure the service is restarted.

Alternately, you can restart the service through the Microsoft

Management Console as described in “Starting the WMS

Services.”

RadioBeacon WMS Kernel Service Is Stopped

1. In the AWMS Connection Manager, beside the Rb Kernel

Service field, click the Start Service button.

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Troubleshooting Sage Accpac WMS Services

2. Click Test to ensure the service is restarted.

Alternately, you can restart the service through the Microsoft

Management Console as described in “Starting the WMS

Services.”

Restarting Services

Before reading this section you may want to review “Sage

Accpac WMS Required Services.”

After making major changes to your Sage Accpac WMS configuration, you may need to restart various services. While this may not always be required, it is a good practice to restart the services to ensure that your changes take effect and to correct any disruption in service that may occur as a result of the changes.

You must restart the services after any changes are made to the database connection. This includes connection to a different database or changes to the parameters of the current Sage

Accpac WMS database on the SQL server.

Procedure for Restarting Services

To maximize the effectiveness of restarting the services, the following order is recommended:

1. Stop RadioBeacon WMS Admin Service.

2. Stop RadioBeacon WMS Kernel Service.

3. Restart Internet Information Services (IIS).

4. Start RadioBeacon WMS Kernel Service.

5. Start RadioBeacon WMS Admin Service.

6. Verify that all the internet services have been restarted.

These steps are detailed in the following sections.

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Troubleshooting Sage Accpac WMS Services

Stopping the WMS Services

To stop the WMS services:

1. On the Sage Accpac WMS server, click Settings/ Control

Panel/Administrative Tools/Services.

The Services window appears.

2. Locate and select the WMS Admin Service, then click Stop.

3. Locate and select the WMS Kernel Service, then click Stop.

Restarting Internet Information Services (IIS)

You restart the following internet services using the IIS Manager:

■ IIS Admin Service, which manages all the services of IIS other than the WWW service (FTP, NMTP, and SMTP).

■ WWW Service, which provides Web connectivity between clients and Web sites.

■

HTTP SSL Service, which provides secure Web connectivity between clients and Web sites.

■

FTP service, which provides FTP connectivity and administration through IIS Manager.

■

SMTP, which transports electronic mail across a network.

■ NNTP Service, which transports network news across a network.

The Restart function first stops internet services, and then automatically restarts them.

To restart IIS:

1. From the Start menu or from a desktop icon, right-click My

Computer, then click Manage.

The Computer Management console appears.

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Troubleshooting Sage Accpac WMS Services

2. Expand Services And Applications, if it is not already expanded.

3. Right-click Internet Information Services, then select All

Tasks, and click Restart IIS.

You are asked to confirm the restart.

4. Click OK.

IIS attempts to stop all services before restarting.

IIS waits up to five minutes for all services to stop. If the services cannot be stopped within five minutes, all IIS services are terminated, and IIS restarts.

Clicking End now forces all IIS services to stop immediately, and

IIS is restarted. However, if IIS is terminated before its services have stopped normally, data loss can result.

Starting the WMS Services

To start the Sage Accpac WMS services:

1. On the Sage Accpac WMS server, click Settings / Control

Panel / Administrative Tools / Services.

The Services window appears.

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Troubleshooting Sage Accpac WMS Services

2. Locate and select RadioBeacon WMS Kernel Service, then click Start.

3. Locate and select RadioBeacon WMS Admin Service, then click Start.

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Appendix A

Installing Sage Accpac WMS on the Windows 2003 Server

This section outlines the few additional software requirements and steps you need to take if you are installing Sage Accpac

WMS on the Windows 2003 Server.

Apart from the steps described here, the procedure for installing

Sage Accpac WMS on Windows 2003 is the same as for

Windows 2000 or Windows XP.

Prerequisite Software and Requirements

The following table lists the software that needs to be installed prior to installing Sage Accpac WMS on the Windows 2003

Server:

Operating System:

Windows

Components:

Windows 2003 Server with current service packs and .NET Framework updates

Internet Information Services (IIS) version 6

ASP.NET

ASP.NET v1.1.4322 must have Allowed status on IIS

Network COM+ access must be enabled

SNMP (Simple Network Management

Protocol) Components

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Prerequisite Software and Requirements

Installing the prerequisite software for Windows 2003

Programs:

SQL Server:

.NET Framework 1.1

MDAC (Microsoft Data Access

Component) 2.7 or later (includes SQL

Server ODBC driver)

Demand management modules require

Java Virtual Machine 1.4

SQL Server 2000 with Service Pack 3.

Internet Explorer:

Microsoft Internet Explorer 5.5 or later

(for Web Dispatch client)

To install ASP.NET and enable network COM+ access:

1. From the Control Panel on the Windows Start menu, click

Add/Remove Programs, then click Add/Remove Windows

Components.

2. In the Windows Components window, select Applications

Server, then click Details.

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The Application Server appears, as follows:

The following components must be installed and selected:

■

Internet Information Services (IIS)

■

ASP.NET

■ Enable network COM+ access

3. Click OK.

4. Verify that ASP.NET is enabled, as described in the following section.

Verifying ASP.NET Status

To verify or allow ASP.NET v1.1.4322 on IIS:

1. From the Control Panel on the Windows Start menu, select

Admin Tools, then select Internet Information Services (IIS)

Manager.

2. In the IIS Manager, navigate to the computer running IIS, and then expand the tree.

3. Click Web Service Extensions.

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Prerequisite Software and Requirements

4. In the Web Service Extensions pane, select ASP.NET v1.1.4322 from the list, and then verify the status of

ASP.NET v1.1.4322.

5. Click the Allow button, if the status column displays

Prohibited.

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SAGE ACCPAC SAGE PRO

Warehouse Management System

Installation Guide

Contents

Sage Accpac WMS 5.0

Installation Guide

About the Sage Accpac WMS Server

About the Sage Accpac WMS Database

About the Sage Accpac WMS Clients

About the Sage Accpac WMS Link

Single Server

Single Sage Accpac WMS Server and Separate SQL Server

Multiple Sage Accpac Console Servers

Overview

SQL Database Server Requirements

Prerequisite Software and Requirements

Setting Up the IIS Web Site

Verify that IIS is Running

Installation Overview

Installing the Sage Accpac WMS Components

Registering and Requesting a License

Testing Sage Accpac WMS

Setting Up Windows NT Authentication for the Sage Accpac WMS

Database

Creating and Configuring the DSN

Activating Sage Accpac WMS Link

ACCPAC International, Inc. Confidential

Configuring ACCPAC Advantage Series for WMS

Options

Workstation Setup

Configure ACCPAC Advantage Series Inventory Control for WMS

Configure ACCPAC Advantage Series Order Entry for WMS

Configure Lot Tracking for WMS

Configure Serialized Inventory for WMS

Starting the Sage Accpac Console

Starting Web Dispatch

Setting Up the Sage Accpac Console for Multiple Servers

Licensing the Sage Accpac Console on Multiple Servers

Creating an RFBase Command Line to Start the Sage Accpac

Console

Starting Background Threads

Background Threads and Sage Accpac Console Startup Parameters

Sage Accpac WMS Required Services

Testing Connections

Restarting Services

Appendix A

Installing Sage Accpac WMS on the Windows 2003 Server

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