Sage 2018 300 Installation and Administration Guide
Pubblicità
Pubblicità
Sage 300 2018
Installation and Administration Guide
April 2017
This is a publication of Sage Software, Inc.
© 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group plc or its licensors. All other trademarks are the property of their respective owners.
Last updated: April 13, 2017
Contents
Chapter 1: Introduction
System Requirements
.....................................................................
1–1
Network Configuration
.....................................................................
1–2
Typical Network Configurations
........................................................
1–3
Where To Now?
............................................................................
1–7
Chapter 2: Installing Sage 300 Programs
Before You Begin
...........................................................................
2–1
Installation Considerations
.............................................................
2–1
Using Sage 300 Sample Data
..............................................................
2–3
Installing Sage 300
........................................................................
2–4
Installing the Programs
................................................................
2–4
Entering License Information
..........................................................
2–6
Setting Up Workstations
...................................................................
2–8
Workstation Setup Utility
...............................................................
2–8
Setting Up a Workstation
..............................................................
2–9
Running Sage 300 Intelligence Reporting for the First Time
...............................
2–9
Where To Now?
...........................................................................
2–10
Chapter 3: Database Setup
Overview of Database Setup
...............................................................
3–1
Creating System, Company, and Portal Databases
........................................
3–1
Creating Microsoft SQL Server Databases
.............................................
3–2
Setting Up Company and System Databases
..............................................
3–9
Setting Up a System Database
.........................................................
3–9
Assigning Company Colors
............................................................
3–12
Setting Up a Company Database
......................................................
3–13
Setting Global Security Options
...........................................................
3–15
Where To Now?
...........................................................................
3–17
Installation and Administration Guide iii
Chapter 4: Activating Sage 300
Before You Begin .................................................................................................... 4–1
Signing On to a New Company ................................................................................. 4–2
Creating the Company Profile .................................................................................. 4–4
Entering Company Information ........................................................................... 4–4
Activating Your Data ............................................................................................... 4–8
Change the Administrator’s Password ..................................................................... 4–10
Change the ADMIN Password ............................................................................ 4–11
Where To Now? .................................................................................................... 4–11
Chapter 5: Configuring Sage 300 Web Screens or Portal
Overview............................................................................................................... 5–2
Configuring Security for the Web Screens and Portal.................................................... 5–3
Configuring the Portal Database ............................................................................... 5–4
Configuring a Microsoft SQL Server Express Database............................................. 5–6
Configuring English Windows to Display Chinese ................................................... 5–6
Setting Up a User Account for IIS and Windows Services............................................. 5–7
Starting the Sage 300 Web Screens or Portal ............................................................. 5–7
Troubleshooting ..................................................................................................... 5–8
Components that Support the Sage 300 Portal ...................................................... 5–8
Configuring IIS for Windows ............................................................................... 5–9
Restarting IIS ................................................................................................. 5–11
Starting Sage 300’s Tomcat .............................................................................. 5–11
Sage 300 Tomcat Doesn’t Start ......................................................................... 5–11
Shortcuts in the Portal Don’t Work .................................................................... 5–11
Unable to Start the Portal Web Site ................................................................... 5–11
Unable to Export Queries or Snapshots in the Portal ............................................ 5–12
Company List Failure Error ............................................................................... 5–12
Chapter 6: Performing Administrative Tasks
Add Users ............................................................................................................. 6–1
Using Windows as the Authentication Method ....................................................... 6–3
Set Up Security Groups and Assign User Authorizations .............................................. 6–5
Create Security Groups ...................................................................................... 6–5
Authorizing Users .............................................................................................. 6–6
Create and Assign UI Profiles for Customized User Interface Forms .............................. 6–7
Set Up Customization Directories ........................................................................... 6–11
Remove Sage 300 Programs .................................................................................. 6–11 vi Sage 300
Chapter 7: Licensing Sage 300
Licensing Products and Users ................................................................................... 7–1
LanPak Licenses ................................................................................................ 7–2
Creating a Temporary LanPak License ....................................................................... 7–2
Requesting Activation Codes .................................................................................... 7–4
Updating Your Sage 300 Licenses ............................................................................. 7–5
Viewing License Information ............................................................................... 7–7
Monitoring LanPak Activity ...................................................................................... 7–7
Chapter 8: Web Deployment of Sage 300
Before You Begin .................................................................................................... 8–1
Selecting Installation Options for Web Deployment ..................................................... 8–1
Installing Internet Information Services (IIS) ............................................................ 8–2
Configuring Web Deployment Options ....................................................................... 8–4
Changing Web Deployment Options .......................................................................... 8–9
Running Sage 300 in Internet Explorer ..................................................................... 8–9
Installation and Administration Guide v
vi Sage 300
Chapter 1
Introduction
Integration with
Sage CRM
Important!
Read all chapters in this guide before you install or set up a new installation of Sage 300.
This guide provides the information you need to:
• Install Sage 300.
• Set up databases for use with Sage 300.
• Set Sage 300 security.
• Set up Workstations to run Sage 300.
• Activate your data for new accounting programs.
• Configure the Sage 300 web screens or portal.
• Set up users and groups, and perform other administrative tasks.
• Understand Sage 300 licensing.
• Deploy Sage 300 over the Web.
The order of topics in this self-teaching guide matches the sequence of tasks you would typically perform to install and set up Sage 300.
To find out how to integrate Sage 300 with Sage CRM, see the Sage CRM
Integration Guide.
This guide contains troubleshooting tips and technical information on configuring supported operating systems and database engines for use with Sage 300. However, this guide is not a replacement for a qualified network or database administrator.
Depending on your purchase agreement, some features described in this guide may not be available in your product.
System Requirements
Before you can install Sage 300, your hardware and your operating system must be correctly configured and fully operational.
Installation and Administration Guide 1–1
Network Configuration
For a complete list of hardware and operating system requirements for workstations and servers, see the Compatibility Guide: https://support.na.sage.com/selfservice/viewdocument.do?externalId=26777
Network Configuration
You can configure Sage 300 in a number of ways. The best configuration for your company depends on the number of users who need to use Sage
300 programs and data concurrently, and your network setup.
Each network configuration contains the following components:
• Server — The computer that hosts the Sage 300 data, and optionally,
Sage 300 programs.
In a small workgroup, a workstation may act as a server, providing other workstations with access to Sage 300 data and programs.
• Workstation — A computer that connects to a server to access Sage
300 programs and/or data. A workstation may:
− Run the Sage 300 desktop.
− Connect to Sage 300 via an Internet browser.
− Connect to another workstation or server using Remote Desktop
Protocol (RDP).
• Database Engine — The software used to create, retrieve, update, and delete data from a database.
Sage 300 works with the Microsoft SQL Server database engine only.
Refer to the System Requirements section for supported versions.
• Sage 300 Program Files — These include:
− The Sage 300 System Manager.
− Accounting applications, such as Accounts Receivable and Accounts
Payable.
• Sage 300 Shared Data — This includes:
− Site folder.
− User folder.
− Data.
− Company folder.
− License Files (*.lic).
1–2 Sage 300
Network Configuration
• Sage 300 Databases — In Sage 300, there are two types of databases:
− The System database stores information on users, passwords, security groups, security settings, and currency for all the companies that are linked to it.
− The Company database contains information that is shared by all the company’s accounting applications. This includes the company profile, fiscal calendar, optional field data, tax information for both sales and purchases, bank information, and all the accounting data for the company. Each company database must be linked to a system database.
Typical Network Configurations
This section describes the most common network configurations, including:
• Single computer.
• Windows peer-to-peer network.
• Client-server network.
• Sage 300 Web Server.
Configuration 1: Single “Standalone” Computer
Installing on a single computer is the simplest configuration. All components are installed on one computer.
Installation and Administration Guide 1–3
Network Configuration
Configuration 2: Windows Peer-to-Peer Network
A Windows peer-to-peer network allows the server and workstations to share resources. This type of network is good for small workgroups, consisting of two to five workstations networked together using Microsoft
Windows Network. One of the workstations acts as a server, allowing other computers to access data stored on its hard drive.
If more than two users require concurrent access to Sage 300 data or programs, the workstation acting as the server should be dedicated. You may encounter performance issues if you run Sage 300 on the server at the same time as other users are accessing Sage 300 from their workstations.
1–4 Sage 300
Network Configuration
Configuration 3: Client-Server Network
In a client-server configuration, Sage 300 programs and databases are on one or more dedicated servers.
The optional Terminal Server may also reside on the same physical server.
Workstations may access programs as well as data from the server(s), or may have Sage 300 programs installed locally for better performance.
Note:
On each workstation that will run Sage 300 programs locally, you must install System Manager and the accounting applications.
If you use Sage 300 Intelligence Reporting, note that:
• Databases must reside on a single server.
• If you use a Citrix server, there are some special considerations. For more information, see the Sage 300 Intelligence Reporting Citrix
Installation Guide.
Installation and Administration Guide 1–5
Network Configuration
Recommendation
Configuration 4: Sage 300 Web Server
When you deploy Sage 300 on the Web, all Sage 300 programs are installed on a Web server, and data is typically stored on a separate server.
Workstations access Sage 300 programs and data through a supported
Internet browser.
For better security and performance, do not store shared data on the Web server.
This configuration can exist in combination with a client-server network configuration (Configuration 3). That is, some workstations may run the
Sage 300 Desktop and access data and, optionally programs, from a server.
For more information about deploying Sage 300 on the Web, see
Chapter 8 in this guide.
1–6 Sage 300
Where To Now?
Recommendation
Configuration 5: Sage 300 Integrated with Sage CRM
Similar to Sage 300, Sage CRM can be installed locally, or on a server, or be deployed on the Web.
In the illustration below, we’ve shown Web deployment, with the Sage
300 Web server and the Sage CRM Web server on separate computers.
Note:
The Sage 300 and Sage CRM Web server can reside on the same computer. Typically, one database server stores both the
Sage CRM and Sage 300 data.
For better security and performance, do not store shared data on the Web server.
For more information about integrating Sage 300 with Sage CRM, see the
Sage CRM Integration Guide.
Where To Now?
You are now ready to install Sage 300.
Installation and Administration Guide 1–7
Chapter 2
Installing Sage 300 Programs
This Chapter explains how to install System Manager, Sage 300 accounting programs, and Sage 300 Intelligence Reporting.
Before You Begin
Understand the implications for your chosen configuration
Before proceeding, be sure you understand the different system configurations and their implications for installing Sage 300:
• On a single workstation and on a network.
•
Over different operating systems.
Make sure your system meets minimum requirements
Use the information in Chapter 1, “Introduction,” to help you determine the configuration that best meets your company’s needs.
Also, make sure that the computer on which you are installing Sage 300 meets at least the minimum system requirements for the configuration you choose. For up-to-date information on system requirements, see the
Compatibility Guide: https://support.na.sage.com/selfservice/viewdocument.do?externalId=26
777
If you are upgrading…
WARNING:
If you are upgrading an existing system to the current version of Sage 300, use the instructions in the Sage 300 Upgrade
Guide to prepare for and upgrade to the current version.
Installation Considerations
Read the following sections before you install Sage 300.
Considerations for Installing on a Windows Peer-to-Peer Network
Before installing or upgrading Sage 300 on a Windows Peer-to-Peer network, be aware of the following special considerations:
• Each workstation must be running Windows 7 or Windows 8.
• A maximum of five users is supported when running in a peer-to-peer environment.
Installation and Administration Guide 2–1
Before You Begin
• If more than two users require concurrent access to Sage 300 data or programs, the workstation acting as the server should be dedicated.
You may encounter performance issues if you run Sage 300 on the server at the same time as other users are accessing Sage 300 from their workstations.
• On the workstation that will be acting as the server, share the Sage
300 Program and Shared Data folders, as follows:
− During installation, change the Program and Shared Data folders to locations other than the default. For example, change the installation path to C:\Sage 300 from C:\Program Files\Sage\Sage
300 ERP.
− Share the Program and Shared Data folders.
− On each workstation, use Universal Naming Convention (UNC) paths to connect to the shared folder. For example, \\server\share.
If you choose to map a drive letter to the shared folder on the server, then in the Map Network Drive window, select the
Reconnect at Logon check box to create a persistent connection.
Considerations for 64-bit Windows Operating Systems
Sage 300 is a 32-bit program. When you create a data source for Sage
300, you must use the 32-bit version of the ODBC Administrator.
In 64-bit versions of supported Windows operating systems, you can find the 32-bit ODBC Administrator in the following location:
C:\Windows\SysWOW64\odbcad32.exe.
Considerations for Installing the Sage 300 Web Screens or Portal
You can bring the power of Sage 300 to your web browser with web screens or the Portal — a program that provides a browser-based and customizable interface for Sage 300, with graphical presentations of key financial data.
Note:
On any single server, you can install the web screens or the
Portal, but not both. To install the web screens and the Portal, you must have two servers.
If you intend to install the Sage 300 web screens or Portal, you must first:
• Ensure that Microsoft’s Internet Information Services (IIS) is installed on the server that will host the Sage 300 web screens or Portal.
If IIS is not installed, install it before you attempt to install the Sage
300 web screens or Portal.
2–2 Sage 300
Using Sage 300 Sample Data
When selecting Windows features, under World Wide Web Services’
Application Development Features, select the ASP, CGI, ISAPI
Extensions, and ISAPI Filters options, as shown here:
If you plan to make the portal accessible from the internet:
Make sure that you install Sage 300 on a supported version of
Windows Server. For more information, see the Compatibility Guide.
After installing the Sage 300 Portal, you need to configure it to make it secure. For more information, see Chapter 5, “Configuring the Sage
300 Web Screens or Portal.”
Using Sage 300 Sample Data
Sage 300 comes with two sample company databases that let users experiment and become familiar with Sage 300 features before they work with your company data. The two databases are:
SAMINC. A single-currency database for a US company named
Sample Company Inc. It uses the US Payroll program.
SAMLTD. A multicurrency database for a Canadian Company named
Sample Company Ltd. It uses the Canadian Payroll program.
Both databases contain data for the following accounting modules:
General Ledger
Accounts Receivable
Accounts Payable
Inventory Control
Order Entry
Purchase Orders
Payroll (US or Canadian)
Project and Job Costing
Installation and Administration Guide 2–3
Installing Sage 300
You can choose to install sample data when you install Sage 300.
Note:
If you use Sage 300 Intelligence Reporting, sample data is required for demonstration reports.
Installing Sage 300
You install Sage 300 System Manager, System Manager Components, and all Sage 300 accounting applications in one continuous process, consisting of two phases:
1. Installing the programs.
2. Entering license information (unless you have already installed licenses for this version).
Installing the Programs
1. Insert the Sage 300 installation DVD into your DVD drive.
If the installation screen does not appear automatically, go to the DVD root directory (for example, d:\), and run LAUNCH.EXE.
2. On the installation screen, click View Pre-Installation Checklist. Print a copy of the checklist and follow all steps before you continue.
3. On the installation screen, click Sage 300.
4. On the Sage 300 installation screen, click Sage 300.
5. On the Welcome screen, click Next.
6. Click the option to accept the license agreement, and then click Next.
7. Select the geographical region where you are installing the software, and then click Next.
8. For the client information, enter your 7-digit or 10-digit client ID and the company name to use for registration, and then click Next.
9. For the optional information, enter a contact person, your dealer, and certified consultant, and then click Next.
10. Select the edition of Sage 300 you require, and then click Next.
2–4 Sage 300
Installing Sage 300
Program dependencies
Enter activation codes
11. Specify the names and locations of your program and data folders, and then click Next.
Note:
Be sure to install Sage 300 outside the default path (for example, C:\Sage\Sage 300). Also, to use web screens, you must specify the full path for the shared data folder (do not specify a mapped drive) and a local path for the programs folder (do not specify a mapped drive or a UNC path).
12. On the Select Features screen, select features and applications to install, and then click Next.
Most of the applications require you to install others, and all of them require core System Manager files. The following list shows any additional requirements in parentheses for each application:
• Bank Services (requires Tax Services, G/L Subledger Services).
• Accounts Payable (requires Bank Services, Tax Services, G/L
Subledger Services).
• Accounts Receivable (requires Bank Services, Tax Services,
G/L Subledger Services).
• Inventory Control (requires G/L Subledger Services).
• Order Entry (requires Accounts Receivable, Inventory Control, Tax
Services).
• Purchase Orders (requires Accounts Payable, Inventory Control,
Tax Services).
• Project and Job Costing (requires G/L Subledger Services, Accounts
Payable, Accounts Receivable, Tax Services).
• G/L Consolidations (requires General Ledger).
• Intercompany Transactions (requires General Ledger).
• Sage Intelligence Reporting (requires the Financials Suite).
• Payment Processing (requires Accounts Receivable, Order Entry, and Sage Exchange).
13. On the next screen, in the Program Folder field, type the location on the Start menu where you want Sage 300 to appear, then click Next.
14. Click Install.
Once installation has finished, the Sage 300 License Manager appears if you have not already installed licenses for this version. Follow the instructions in the next section to enter license information.
Installation and Administration Guide 2–5
Installing Sage 300
Entering License Information
The License Information tab shows information entered during installation:
2–6 Sage 300
Note:
Do not change the company name unless you need to change the business entity to which the programs are registered.
If you change the company name, the licenses will appear
Unauthorized, until you apply for and enter new activation codes.
To enter Sage 300 license information:
1. If you have activation codes for your Sage 300 programs, click the
Licenses tab, then, for each Sage 300 program: a. Double-click in the Serial Number column, and then enter the serial number. b. Double-click in the Activation Code column, and then enter the activation code. c. For subscription licenses, double-click in the Expiry Date column, and then enter the expiry date.
If you don’t yet have activation codes, you can use the 30-day temporary licenses created during installation, and record the permanent code later, as described in Chapter 7, “Licensing Sage
300.”
2. If you installed the Analysis Connector modules for Sage 300
Intelligence Reporting, enter their activation codes on the Licenses tab.
LanPak
Installing Sage 300
Note:
The Report Manager, Report Viewer, Analysis, and Connector programs are not available with a 30-day license. You must have a permanent license to use them. (Sage 300 comes with one free
Report Manager license.)
3. Click the Users tab.
Note:
The system allows you to register only one LanPak license. If a temporary LanPak license exists for this version, skip to step c, and then follow the remaining instructions to enter your permanent registration on the existing line. a. Right-click the grid, and then select Insert from the menu that appears. The new entry shows your current Sage 300 version and edition. b. In the new line, double-click the License Type column, and then select LanPak from the list.
Do not select a database-specific entry! c. Double-click in the Count column, and then type the total number of users who require Sage 300 access for this installation. (The count is the sum of existing users plus the new users for whom you’re adding LanPak licenses.)
If you have a permanent license for this version, and you are asked if you want to overwrite the existing license, click Yes.
The system immediately deletes any existing LanPak licenses. d. Double-click in the Serial Number column, and then type the
LanPak serial number that Sage provided. e. Double-click in the Activation Code column, and then type the activation code that Sage provided.
If you don’t yet have an activation code, you can create a temporary license by leaving the activation code blank. f. Press Tab, or click elsewhere on the grid, to leave the field.
The system changes the Count to the purchased amount (if necessary) and enters Activated in the Activation Code field.
IMPORTANT:
You must record at least one LanPak license to use
Sage 300.
For Sage 300 Intelligence Reporting, one Report Manager license for one user is free with Sage 300. If you have additional licenses for
Installation and Administration Guide 2–7
Setting Up Workstations
Report Manager and Report Viewer, enter their activation codes in the
Activation Code column.
4. Click Close.
5. Click Finish to close the Installation wizard.
Setting Up Workstations
Workstation Setup Utility
The Workstation Setup utility is a component of the System Manager installation. It installs the components that a workstation requires to run
System Manager and accounting modules on a server.
You must run Workstation Setup on each workstation that will run Sage
300 programs from a server, including programs opened through the Sage
300 Portal.
Note:
You do not need to run Workstation Setup on a workstation to use the Sage 300 web screens.
Do not run Workstation Setup if:
• The workstation will run Sage 300 programs locally.
In this case, install Sage 300 System Manager and the accounting applications on the workstation as described in Chapter 2 of this guide.
• The workstation is a Web client, and will access Sage 300 programs and data through an Internet browser.
In this case, deploy Sage 300 on the Web and follow the client setup instructions described in Chapter 7 of this guide.
• The workstation is using Remote Desktop Protocols (RDP) to remotely control another workstation or server.
In this case, install Remote Desktop Client on your remote computer.
Then, connect through a Terminal Server or directly to a workstation, or server, that is configured for remote access.
Note:
This guide does not include instructions for setting up terminal services or RDP. Talk to your network administrator about this option.
2–8 Sage 300
Running Sage 300 Intelligence Reporting for the First Time
Setting Up a Workstation
1. Share your Sage 300 program folder, with at least the following permissions for users:
− Read
− Read and Execute
2. Share your Sage 300 data folder, with Full Control permission for users.
3. Create your system and company databases. For more information, see Chapter 3, “Database Setup.”
4. On the workstation, run the Workstation Setup utility: a. Locate the setup.exe file for the utility. By default, it is in the Sage
300 program folder on the server where you installed Sage 300:
\\<server>\<program folder>\WSSetup\setup.exe b. Right-click setup.exe, and then click Run As Administrator.
5. Enter the paths for your shared program folder and data folder.
Running Sage 300 Intelligence Reporting for the
First Time
The first time you run Sage 300 Intelligence Reporting, you must log in as the Windows administrator.
A user with Windows administrator privileges must register the ActiveX component, BICore.exe, that Intelligence Reporting requires. To register this component, open any Sage 300 Intelligence Reporting form. Once the component is registered, other types of users can open these forms.
If you use workstation setup, you must also run Sage 300 Intelligence
Reporting workstation setup (located in BX64A\WSSetup) on every workstation where you will view and use Intelligence Reporting screens.
Installation and Administration Guide 2–9
Where To Now?
Where To Now?
New installation If you are installing Sage 300 for the first time, you need to create system and company databases using supported database software, and then set up the databases for use in Sage 300.
If you plan to use the Sage 300 web screens or Portal, you must also create a portal database in Microsoft SQL format.
Activating data
Configuring the web screens or portal
Grace period for temporary licenses
Upgrading an existing system
For information on setting up databases for Sage 300, see Chapter 3,
“Database Setup.”
Once you have set up company and system databases, you can activate your data for the current version, as described in Chapter 4, “Activating
Sage 300.”
If you installed the Sage 300 web screens or Portal, you need to configure them to connect them to the portal database.
For information about configuring the Sage 300 web screens or Portal, see
Chapter 5, “Configuring the Sage 300 Web Screens or Portal.”
You can use temporary licenses for 30 days while you wait for your activation codes. However, you must enter activation codes before the grace period ends, or you will no longer have access to Sage 300.
For instructions on updating your licenses, see Chapter 7, “Licensing Sage
300.”
If you are upgrading an existing system, refer to the Sage 300 Upgrade
Guide for steps on activating your data and for important information about the conversion of your data, including additional steps you may need to take before and after activation.
2–10 Sage 300
Chapter 3
Database Setup
In this chapter, you’ll learn how to create your Sage 300 system, company, and portal databases, and how to set global security options.
This chapter does not provide detailed instructions on how to install or configure database software. See your database or network administrator for detailed instructions and support.
To get the most recent list of supported database versions, see the
Compatibility Guide: https://support.na.sage.com/selfservice/viewdocument.do?externalId=26
777
Overview of Database Setup
Before you can create a company in Sage 300, you must create system and company databases using Microsoft SQL Server.
Portal database If you plan to use the Sage 300 web screens or Portal, you must also create a portal database in Microsoft SQL format. Normally, you create the portal database on the same server as your company database.
After you have created the databases using your database software, use the Database Setup utility to set up the databases for Sage 300.
Creating System, Company, and Portal Databases
In Sage 300, there are three types of databases:
• System Database. Stores information on users, passwords, security groups, security settings, and currency for all the companies that are linked to it. You must create a system database before creating a company database.
• Company Database. Contains information that is shared by all the company’s accounting applications. This includes the company profile, fiscal calendar, optional field data, tax information for both sales and purchases, bank information, and all the accounting data for the company. Each company database must be linked to a system database. However, multiple companies can be linked to the same system database.
Installation and Administration Guide 3–1
Creating System, Company, and Portal Databases
Database ID
Portal Database. The portal database stores files used by the
Sage 300 web screens and Portal. For the Portal, these include user preferences, snapshot configurations, and other files that determine how the Portal looks and functions.
Note that the portal database is shared by all companies in a Sage 300 installation, and you can set up only one Sage 300 Portal.
Sage 300 uses a Database ID to identify databases. Each ID is a unique code of uppercase characters, consisting of letters from A to Z, or numbers from 0 to 9, or any combination of letters and numbers.
Note:
The ID for system and company databases cannot be more than six characters long. This restriction does not apply to portal database IDs.
For simplicity, we recommend that the Database ID, the database, the folder for the database, and the Data Source Name (DSN) be identical.
The sections that follow provide instructions for creating system, company, and portal databases.
Creating Microsoft SQL Server Databases
Important!
Creating Databases in SQL Server Management Studio
1. On the server, On Windows’ Start menu, select Programs > Microsoft
SQL Server <version> > SQL Server Management Studio.
The Connect to Server screen appears.
2. For Server type, select Database Engine.
3. Accept the Server name that is displayed (the name of the computer you are currently working on).
4. For Authentication, we recommend that you use SQL Server
Authentication.
You must use SQL Server authentication for the portal database.
Type in the database administrator’s Login name and Password.
5. Click Connect to open SQL Server Management Studio.
6. In the Object Explorer panel, expand the folder tree for the SQL
Server, and then expand the Databases folder tree.
7. Right-click Databases, and then select New Database… from the menu.
3–2 Sage 300
Creating System, Company, and Portal Databases
The New Database window appears, as follows:
8. In the Database name field, type the 6-character name for the system database.
9. In the Database files section: a. In the Initial Size column, specify the amount of disk space that
SQL Server will initially reserve for the Sage 300 database. For new databases, use the default value. b. In the Autogrowth column, you can select whether the container grows by a fixed percentage or by a fixed amount of disk. For new databases, use the default value.
10. In the left pane, click Options.
Installation and Administration Guide 3–3
Creating System, Company, and Portal Databases
Collation method
Extended
Properties a. For English-language support, use Latin1_general_bin or
Latin1_general_ci_as the collation method.
We recommend that you use a binary collation method, such as
Latin1_general_bin. b. For Recovery Model, select Full.
11. Click OK.
Warning:
If you are setting extended properties for your database, make sure you do not turn on the XACT_ABORT property. This feature is not supported by Sage 300.
12. Repeat steps 7 to 11 to create your company database. In step 8, type the 6-character name for the company database.
13. Repeat steps 7 to 11 to create your portal database. In step 8, type the 6-character name for the portal database. (We recommend using
PORTAL as the name of your portal database.)
Creating and Assigning Database Rights to a SQL Login ID
A SQL Login ID is required to log in to a Sage 300 database. The ID is not revealed to users; Sage 300 uses this ID internally when it connects a user to the SQL Server.
Important!
To improve the security of your system, you should use a different SQL Login ID for the portal database than the SQL Login
ID specified for system and company databases.
3–4 Sage 300
Creating System, Company, and Portal Databases
1. In SQL Management Server Studio, in the left-side Object Explorer panel, expand the Security folder.
2. Right-click Logins and then click New Login… from the right-click menu.
The New Login form appears, as follows:
3. In the Login name field, type a name for your new SQL Login ID.
4. Select SQL Server Authentication, and then type in a password, and confirm it.
5. Click OK to save your changes.
In the Object Explorer, your new Login name appears within the
Logins folder.
6. Assign database rights to the new SQL Login ID. a. In the Object Explorer, expand the Logins folder, and then doubleclick the new Login name you created.
The Login Properties form appears. b. In the left pane, click Server Role, and in the right pane, select sysadmin. c. In the left pane, click User Mapping. d. In the Database column, select the system and company databases you created. e. Under Database role membership for, select db_owner. f. Click OK to save your changes.
Installation and Administration Guide 3–5
Creating System, Company, and Portal Databases
Important!
Creating ODBC Connections on Client Workstations
If you are using a DSN to connect to your SQL databases on the server, on all client workstations, create an ODBC connection to your databases.
If you do not create a Data Source (DSN) to connect to your databases,
Sage 300 can connect to the SQL Server directly using the server name and default settings.
1. Open the ODBC Data Source Administrator.
Sage 300 is a 32-bit application. When you create a data source for
Sage 300, you must use the 32-bit version of the ODBC Administrator.
In 64-bit versions of supported Windows operating systems, you can find the 32-bit ODBC Administrator in the following location:
C:\Windows\SysWOW64\odbcad32.exe.
3–6 Sage 300
2. Select the System DSN tab, and then click Add.
The Create New Data Source form appears:
Creating System, Company, and Portal Databases
3. Select SQL Server Native Client 11, and then click Finish.
The Create A New Data Source To SQL Server form appears:
4. Enter the following information for the Data Source: a. In the Name field, type the 6-character name of the system database. b. Type an optional description. c. Select the database server from the list.
Note
: When creating the DSN for a portal database, if you specify a named instance of SQL Server, be sure to append the database port number, or you may have trouble printing reports from the portal. For example, specify SERVER\INSTANCE,1433. (If you use a nonstandard port, specify that number instead of 1433.)
5. Click Next. The following form appears:
Installation and Administration Guide 3–7
Creating System, Company, and Portal Databases
6. Enter authentication information: a. Select SQL Server authentication. b. Select Connect To SQL Server To Obtain Default Settings For The
Additional Configuration Options. c. In the Login ID field, type in the SQL Login ID and password that you created in the previous section.
7. Click Next.
The following form appears:
8. Select the option Change The Default Database To, and then select
Database For This Connection. Leave the other fields at their default values.
9. Click Next, and then Finish to create the ODBC data source.
10. Click Test Data Source to test the connection to the database.
Where To Now?
Now that you have created system and company databases in your database management system, you need to set them up for use with
Sage 300, as described in the section “Setting Up Company and System
Databases,” later in this chapter.
If you set up a portal database, you need to configure it, as described in
Chapter 5, “Configuring the Sage 300 Web Screens or Portal.”
3–8 Sage 300
Setting Up Company and System Databases
Setting Up Company and System Databases
Important!
Use the Sage 300 Database Setup utility to configure your system and company databases for use with Sage 300. The Database Setup utility is installed with Sage 300 System Manager.
Only the Sage 300 ADMIN user can use the Sage 300 Database Setup utility, which allows the ADMIN user to:
• Add, edit, and delete system and company databases.
• Configure the Sage 300 web screens or Portal.
• Turn on security for a system database.
• Select advanced security settings, such as password options, that apply to all users.
Setting Up a System Database
1. On the server, On Windows’ Start menu select All Programs >
Sage 300 > Database Setup.
The Sign-on form appears:
Change ADMIN password
2. Sign in using the administrator (ADMIN) password.
Note:
The default password is “admin.”
After creating your databases and activating your applications, change the ADMIN password to prevent unauthorized use of
Sage 300. It is important that other users do not have access to the system administrator’s tasks.
Installation and Administration Guide 3–9
Setting Up Company and System Databases
The Database Setup form appears:
Note:
What you see may be different, depending on whether sample data was installed, whether other Sage 300 databases have already been created, and whether company colors have been assigned.
3. Click New, or press the Insert key.
The New Database form appears:
3–10 Sage 300
4. In the Database ID field, enter the name of the DSN you created for the system database.
Note:
The Database ID always defaults to uppercase, and cannot be changed after it is assigned.
5. For Database Category, select System.
6. Click OK.
Setting Up Company and System Databases
7. Fill in the fields on the Edit Database Profile form that appears:
Warning a. In the Description field, type a description for the database, using up to 60 characters. The Database ID is displayed by default. b. Click the Data Source option, and then select the data source name from the Data Source field, or specify the server name for the database in the Server field. (Only data sources you created on your workstation appear in the list.)
Note that the names of the data sources must be consistent on all workstations that use the same shared Data directories.
Remember, also, to type the name with the same capitalization that you used to define it with the ODBC Administrator. c. Enter the SQL Login ID that you created for all Sage 300 users.
Make sure you enter the SQL Login ID correctly because you will not be able to change it after you save the database profile. d. Enter the Password for the Login ID you entered in the previous field.
When users sign on to Sage 300, the System Manager verifies their
Sage 300 passwords, then logs onto SQL Server using the Login ID and password specified here. Individual Sage 300 users do not need Login IDs for SQL Server. e. Enter the name of the database you created as the Sage 300 system database. Make sure you use the same capitalization that you did when you defined it with the SQL Enterprise Manager.
Installation and Administration Guide 3–11
Setting Up Company and System Databases f. If you intend to limit user access to accounting data, select the
Enable Application Security option. (You can select this option only for system databases, not for company databases.)
With security on, all access to application windows is then controlled by Sage 300’s own security system. With security off,
Sage 300 still uses the SQL Server Login ID and Password to gain access to the database, but it doesn’t restrict access to Sage 300 users. g. Click OK.
Assigning Company Colors
If you use Sage 300 to manage multiple companies, you can assign a unique color to each company. This color appears in a border around Sage
300 forms, making it easier to see which company's information you are viewing and avoid data entry errors.
Colors assigned to companies appear on the Database Setup form:
3–12 Sage 300
To assign colors to companies, select the Assign Colors Automatically option. Sage 300 assigns default colors to all companies for which you have set up databases.
You can assign colors to all companies, or to as few or as many companies as you like.
On the Edit Database Profile form, you can change the color assigned to a specific company, or turn off the company color option for that company.
If you want to clear all colors, click the Clear All Colors button on the
Database Setup form.
Setting Up Company and System Databases
Setting Up a Company Database
1. If Database Setup is not already running, On Windows’ Start menu, select Programs > Sage 300 > Database Setup.
2. Sign in using the administrator (ADMIN) password.
The Database Setup form appears:
Note:
What you see may be different, depending on whether sample data was installed, whether other Sage 300 databases have already been created, and whether company colors have been assigned.
3. Click New, or press the Insert key.
The New Database form appears:
Installation and Administration Guide 3–13
Setting Up Company and System Databases
4. In the Database ID field, enter the name of the DSN you created for the company database.
Note:
The Database ID always defaults to uppercase, and cannot be changed after it is assigned.
5. For Database Category, select Company.
Note:
For company databases, the Database ID will appear in the title bar of windows that contain company data, such as Company
Profile, Fiscal Calendar, and Optional Tables.
6. Select the system database ID you created earlier.
7. Click OK.
8. Fill in the fields on the Edit Database Profile form that appears:
3–14 Sage 300 a. In the Description field, type a description for the database, using up to 60 characters. The Database ID is displayed by default.
Setting Global Security Options
Warning b. Click the Data Source option, and then select the data source name from the Data Source field, or specify the server name for the database in the Server field. (Only data sources you created on your workstation appear in the list.)
Note that the names of the data sources must be consistent on all workstations that use the same shared Data directories.
Remember, also, to type the name with the same capitalization that you used to define it with the ODBC Administrator. c. Enter the SQL Login ID that you created for all Sage 300 users.
Make sure you enter the SQL Login ID correctly because you will not be able to change it after you save the database profile. d. Enter the Password for the Login ID you entered in the previous field. e. Enter the name of the database you created as the Sage 300 company database. Make sure you use the same capitalization that you did when you defined it with the SQL Enterprise Manager. f. If you want to assign a color to the company, click the Select Color button, and then select a color. This color appears in a border around Sage 300 screens when you sign in to this company, making it easier to see which company’s information you are viewing and avoid data entry errors. g. Click OK.
9. Click Exit to close Database Setup.
Setting Global Security Options
The Sage 300 System Administrator can set advanced global security options, such as the length of passwords and how often they should change.
The options you set affect both company and system databases.
To set global security options:
1. If Database Setup is not already running, On Windows’ Start menu, select Programs > Sage 300 > Database Setup.
2. Sign in as ADMIN, and then click OK to open the Database Setup form.
The Database Setup form lists the system and company databases that have been created.
Installation and Administration Guide 3–15
Setting Global Security Options
3. Click the Security button.
The Advanced Security Settings form appears:
Important!
Expired passwords
4. Select the following options as needed.
Selections will apply to all Sage 300 databases listed on the Database
Setup form.
If application security is not turned on for your system database, or if it is turned on but no password is required, the password settings on the Advanced Security Settings form have no effect.
Require complex passwords. If a user enters a password that does not include both letters and numbers, a “Password change is required” message appears. When the user clicks OK, the Change Password form opens.
Require passwords to change every [ ] days. Requires users to change their passwords after a specified number of days. Enter a value from 1 to 999.
If a password expires, users will receive a message that it has expired, and the Change Password form will open.
Require minimum password length of [ ] characters. Requires users to create passwords of a set length. Enter a value between 4 and
64 characters. If users enter a shorter password, they will receive the message, “Password change is required.” When they click OK, the
Change Password form opens.
3–16 Sage 300
Where To Now?
Lock out user after [ ] attempts. Enter the number of times a user can enter an invalid password before they are locked out of the system. When a user is locked out, they can wait for the lockout period to expire before attempting to log in again, or the System
Administrator can clear the option, allowing the user to attempt to log in again.
Enable locked-out user after [ ] minutes. Enter the number of minutes between 1 and 30,000 in which a locked-out user can retry their password.
Use time server. Synchronize you workstation’s time with a specified server.
Note:
If you restrict the hours a user can sign in to Sage 300, it is important to use a time server to maintain this security.
5. Click OK to save your changes and return to the Database Setup form.
6. Click Exit to close Database Setup.
Where To Now?
You can now sign on to your new company, create the company profile, and activate your data for the current version.
For information about activating your data, see Chapter 4, “Activating
Sage 300.”
If you set up a portal database (recall that you must use Microsoft SQL
Server — Express or full Edition, to create your portal database), you need to configure it, as described in Chapter 5, “Configuring the Sage 300 Web
Screens or Portal.”
Installation and Administration Guide 3–17
Chapter 4
Activating Sage 300
If you are upgrading from an earlier version…
Set up system and company databases, first
Before you can use a new company or a new accounting application, you must prepare your database for use with Sage 300. This process is called activation.
This chapter describes activation and gives instructions for:
• Signing on to a new company.
• Creating the company profile.
•
Activating your data for new accounting programs.
If you are upgrading from an earlier version of Sage 300, you should refer to the Sage 300 Upgrade Guide, which provides specific instructions for installing programs and activating data for existing Sage 300 systems.
You may need to perform additional procedures in a certain sequence when upgrading from previous versions. Also, when you are upgrading, you don’t need to perform some of the steps that are required for new installations.
You must create system and company databases using your database software before you can set up the databases for use with Sage 300. The instructions in this chapter assume that you have created a system database and a company database for the database engine you are using with Sage 300. For information on setting up databases, see Chapter 3,
“Database Setup.”
Before You Begin
When you start Sage 300 with a new company database, you will need to specify:
Number of periods in the fiscal calendar
• The number of fiscal periods your company uses.
Decide whether to use 12 or 13 periods in your fiscal year.
If you use 13 periods, decide which quarter will contain four fiscal periods.
Functional currency
• Your company’s functional currency — that is, the currency in which your company keeps its books.
Installation and Administration Guide 4–1
Signing On to a New Company
Default rate type
You must use the
Sage 300 Desktop to activate programs
The functional currency applies to all Sage 300 applications for the company (such as Accounts Receivable, Accounts Payable, and
Payroll).
If you use multicurrency accounting, you must also specify:
− A default exchange rate type (for example, monthly average rate or daily spot rate).
Determine the rate type your company uses most often to convert amounts entered in another currency to the functional currency
− Your reporting currency, if the euro is your functional currency, and you want to produce reports in both euro and your national currency.
Note:
You must use the Desktop to activate all Sage 300 programs.
You cannot use the Sage 300 Portal to activate programs.
Signing On to a New Company
New company
When you sign on to a company, Sage 300 checks whether Administrative
Services and Common Services for the company are activated.
• If this is the first time you are using a new system database, Sage 300 prompts you to activate Administrative Services. The activation process creates currency and security tables, installs standard currency codes and rate types, and places the Administrative Services icon on the Sage 300 desktop.
• The first time you open a new company, Sage 300 prompts you to activate Common Services. When you activate Common Services, the program creates tables to store company-wide information, displays the Company Profile, and places the Common Services icon on the
Sage 300 desktop.
To sign on to a new company:
1. From the Windows Start menu, select All Programs > Sage 300 >
Sage 300. The Open Company form appears.
4–2 Sage 300
Signing On to a New Company
Sign on with the
ADMIN user ID
Company
Session date
2. In the User ID field, type ADMIN. This is the ID for the system administrator, the only person authorized to set up a new company.
3. If you selected the option Enable Application Security when you set up the system database, enter the system administrator’s password.
4. From the Company list, select the name of the new company.
The list contains the names of all company databases you created for
Sage 300, as well as the names of sample companies, if you installed sample data.
5. In the Session Date field, type the date of your work session (or accept the default). This date will be the default Fiscal Year Starting Date when you activate Common Services for the company.
If the system database is being used for the first time, the following form appears:
6. Click Proceed to activate Administrative Services for the system database.
The program displays messages showing that data is being activated.
Once Administrative Services has been created and initialized, the program prompts you to enter the company’s fiscal year starting date and proceed to activate Common Services, as shown here:
7. Type the starting date of your company’s current fiscal year in the
Fiscal Year Starting Date field, if it is different than the default date.
Sage 300 creates this fiscal year in your company calendar.
8. Click Proceed to activate Common Services for the company database.
Messages appear showing that tables are being created.
Installation and Administration Guide 4–3
Creating the Company Profile
9. After Common Services has been created and initialized, the Common
Services Activation form appears, as follows:
The options on the Common Services Activation form belong to your
Company Profile. Follow the instructions in the next section to complete the company profile.
If you click Cancel, you return to the Open Company form. When you next start Sage 300 for this company, you are asked to activate
Common Services.
10. When you are satisfied with the company profile information, click OK.
Sage 300 places icons for Administrative Services and Common
Services on the company desktop.
Creating the Company Profile
This section describes the company profile information you enter when you open a new company, such as the address and options for all the
Sage 300 applications used by your company.
Entering Company Information
The Common Services Activation form includes the following tabs:
• Address. Displays the database ID and the name of the company you selected when you signed on. It includes fields for the address, telephone and fax numbers, and contact name.
4–4 Sage 300
Creating the Company Profile
You can change defaulted contact information in subledgers
• Options. Contains fields for company-wide settings, such as the number of fiscal periods in your fiscal year, and whether you use multicurrency accounting.
1. Fill in the fields on the Address tab, as follows:
The address information you enter on this page also appears as the default in the Options form for each accounting application. You can change the contact, phone number, or fax number to identify a person or position in the company for whom you are creating a specific ledger system.
Doing Business As. Type the company’s name, exactly as you want it to be on all reports, financial statements, customer statements, and invoices. You can use up to 60 characters, including letters, digits, symbols, and punctuation. The default entry is the description from
Database Setup.
Legal Name. Type the company’s legal name, if it is different from the business name.
Address. Type the company’s address.
City. Type the name of the city where the company is located.
State/Province. Type the name of the state or province where the company is located.
Zip/Postal Code. Type the company’s zip or postal code.
Country. Type the name of the country where the company is located.
Contact. Type the name of a general contact person or position in the company.
Format Phone Number. Select this option if the company’s phone and fax numbers are 10 digits long and are formatted with standard parentheses and hyphens, for example (555) 982-9800. Don’t select the option if you use longer phone and fax numbers, or you need additional punctuation.
Telephone / Fax Number. Type the company’s telephone and fax numbers.
Except for the database ID, you can change any of the entries on this tab at any time.
2. Fill in the fields on the Options tab, as follows:
Number of Fiscal Periods. In most cases, you select 12 periods if your fiscal year is divided into calendar months, and 13 if your fiscal year is divided into four-week periods.
Installation and Administration Guide 4–5
Creating the Company Profile
Changing fiscal periods later not recommended
Editing fiscal periods
Value Added Tax
Multicurrency ledgers
IMPORTANT:
If you change the number of fiscal periods, later, you will not be able to compare amounts between years that have different numbers of fiscal periods.
The number of fiscal periods you select determines the lengths of the default periods on the fiscal calendar. If your fiscal periods vary in length, or if you have a 12-period fiscal year, which does not start on the first day of the month, you need to edit the dates in the Fiscal
Calendar form after you create the company profile.
Quarter with 4 Periods. If you use a 13-period ledger, select the quarter that contains four fiscal periods, rather than three. Note that you can change this quarter later, although if you do, your previously printed reports may not be consistent with data printed after the change.
Locked Fiscal Period. Select None, Warning, or Error from the list. If you select Error, subledgers and Bank Services prohibit transactions from being entered or posted to a period that is locked.
Note:
This option does not affect posting in General Ledger. If a fiscal period is locked for General Ledger, users can’t post transactions to that period, regardless of your selection for option.
Warning Date Range. If you want to be warned when you enter a date for a transaction that is more than a specified number of days before or after the session date, type the number of days. If you want to be warned less often, type a large number (up to three characters).
Inactive G/L Account. Select None, Warning, or Error from the list.
If you select Error, subledgers and Bank Services prohibit entries to a
General Ledger account that has been flagged as Inactive.
Non-existent G/L Account. Select None, Warning, or Error from the list. If you select Error, subledgers and Bank Services prohibit entries to an account number that does not exist.
Location Type and Location Code. This information is used in countries, such as the United Kingdom, where a Value Added Tax
(VAT) is calculated and reported. If your company reports VAT, type a six-character code for location type and up to 30 characters for the location code.
Country Code and Branch. You can type six-character codes for country and branch.
Multicurrency. Select this option if you will enter, retrieve, import, post, and report transactions in more than one currency.
4–6 Sage 300
Creating the Company Profile
You cannot change multicurrency
You cannot change the functional currency
Default Rate Type
Note:
If you don’t select the multicurrency option during Common
Services activation, you can select it later. However, once you
select the multicurrency option and save the company profile you
cannot change the option.
Functional Currency. Whether you use multicurrency or not, you must enter a functional currency.
To select from the list of supplied codes, click the Finder beside the
Functional Currency field, then double-click the code for your currency.
If your company maintains its books in the currency of a participating country of the European Monetary Union (EMU), you must select EUR as your functional currency code.
If the code for your functional currency is not in the list, click the New icon beside the Finder, and then enter the international code for your currency.
Note:
You cannot change the functional currency code after you save the company profile.
3. If you selected the Multicurrency option, fill in the following fields that appear on the Options tab:
Default Rate Type. If you use multicurrency accounting, you must select one of the rate types supplied with Sage 300, or add a new one.
To view a list of defined rate types, click the Finder beside the Default
Rate Type field, then double-click a rate type from the list.
Gain/Loss Accounting Method. When you select the Multicurrency option, you must also choose one of the following currency translation methods:
• Realized and Unrealized Gain/Loss. Exchange gains and losses resulting from fluctuating exchange rates are unrealized until transactions are settled. Outstanding balances in foreign currencies must be revalued at each balance sheet date at current rates. The resulting gains and losses are considered temporary, so they are not included in net income. Unrealized gains and losses are reversed in the next period.
• Recognized Gain/Loss. Exchange gains and losses are recognized when foreign currency monetary items are revalued or settled. These gains and losses are taken into income and appear on income statements for the current period.
Installation and Administration Guide 4–7
Activating Your Data
Euro option
Reporting currency
Euro. Select the Euro option if your functional currency is the euro, but your company wants to produce reports in the national currency of a member country of the EMU.
Reporting Currency. If you selected the Euro option, you must enter a currency code in this field. Reports will print in both the reporting currency and the euro.
4. When you are satisfied with the company profile information, click OK.
Sage 300 places icons for Administrative Services and Common
Services on the company desktop.
5. If you have not registered System Manager, the Unregistered
Applications warning appears. a. Click OK to close the warning message.
The Licenses form appears. b. Click the License Manager button, and then enter the required serial numbers, activation codes, and expiry dates (if applicable) on the licenses tab of the License Manager form.
If you don’t have activation codes for the unregistered programs, click OK, and use the temporary licenses for the 30-day grace period.
You can now activate your accounting applications, following the instructions in the next sections.
Activating Your Data
To activate Sage 300 applications:
1. In the Administrative Services folder, double-click the Data Activation icon.
2. When asked whether you are ready to proceed with activation, click
Yes.
A Data Activation form appears, listing applications that you can activate.
3. Select the check box beside each application for which you want to activate data.
The activation program automatically selects any applications that must be activated first, and then checks your data to ensure that it can activate them.
4–8 Sage 300
Activating Your Data
Most Sage 300 applications are interdependent. If you clear the selection for an application that others require, the activation program also clears the selection for the dependent applications. For example, if you clear the selection for Accounts Payable, but Purchase Orders and
Project and Job Costing are selected, the program also clears the selections for Purchase Orders and Project and Job Costing. (For information about dependencies, see “Installing Sage 300” in Chapter
2.)
Note:
Sage 300 Options products are not part of the multi-application data activation. If you select Sales Analysis, Ops
Inquiry, or a number change program, you are prompted to activate that program immediately.
4. If the program displays a message saying that you cannot activate an application at this time: a. Close the Data Activation form. b. Correct the problems described in the error message. c. Reopen the Data Activation form, and continue the process.
5. When you have finished selecting applications and entering required information, click the Activate button.
The following form appears, showing the settings that will be used for any options that are required to activate a program:
If you want to change any of the settings, double-click in the
Value column for the program, and enter the correct value.
If you are unsure about a setting, and prefer not to activate the program at this time:
a. Click the Previous button.
Installation and Administration Guide 4–9
Change the Administrator’s Password b. Clear the check box for the program on the previous screen. c. Click Next when you are ready to proceed.
6. To continue with the activation process, click Next.
The following form appears, showing you the status of the applications you selected for activation:
7. Click Activate.
Depending on the number of applications you are activating, the process can take several minutes. The program displays a progress bar indicating the stage of completion, and updates the status of each activated program on the Data Activation form.
8. When Activation has finished, click Close.
Change the Administrator’s Password
Sage 300 ships with a default password for the ADMIN user, allowing you to install and activate programs, and set up your databases.
Once you finish activating Sage 300 programs, we recommend that you change the password for the ADMIN user to prevent unauthorized access to your company data.
To restrict user access by password, you must first select the option to
Enable Security for the system database, if you have not already done so.
1. On the Windows Start menu, select All Programs > Sage 300 >
Database Setup.
4–10 Sage 300
Where To Now?
2. In the Sign-On form that appears, type ADMIN for the password, and then click OK.
The Database Setup form appears:
3. In the Database Setup form, select the system database, and then click Edit to display the Database Profile.
4. Select Enable Application Security, and then click OK.
5. Click Exit to close Database Setup.
Change the ADMIN Password
You can change the ADMIN password from the Open Company dialog box by entering the ADMIN user ID, then clicking the Change Password button. (The button is available only if your system database uses security.)
You can also change the password in the ADMIN user’s record once you open the company:
1. From the Administrative Services folder, click the Users icon.
2. Type the new password in the Password field, and then type it again in the Verify field.
3. Click Save, and then click Close.
Where To Now?
You can now:
• Configure the Sage 300 web screens or Portal.
For information on configuring the web screens or portal, see Chapter
5, “Configuring the Sage 300 Web Screens or Portal.”
Installation and Administration Guide 4–11
Where To Now?
• Add users and set up security groups.
For information on adding users and setting up security groups, see
Chapter 6, “Performing Administrative Tasks.”
• Set up accounting applications for your company.
For guidance, refer to the help when setting up each application.
4–12 Sage 300
Web screens
Portal
Chapter 5
Configuring Sage 300 Web
Screens or Portal
Web screens and the Portal bring the power of Sage 300 to your web browser.
Note:
On any single server, you can install the web screens or the
Portal, but not both. To install the web screens and the Portal, you must have two servers.
Sage 300 web screens are modernized versions of the classic Sage 300 desktop screens, which you use in a web browser. Web screens and desktop screens run in parallel.
Important!
When using Sage 300 web screens over an external network or the internet, data must be protected with security measures such as Secure Socket Layer (SSL) or a Virtual Private
Network (VPN). To determine appropriate security measures, consult with your information technology (IT) professional or Sage
Business Partner.
The Sage 300 Portal was designed to make Sage 300 easy to learn and to use.
It includes enhanced inquiry features, “snapshots” that present your
General Ledger, Accounts Payable, and Accounts Receivable data graphically, and convenient shortcuts to the tasks and reports that you use most often. Individual users can customize all these features according to their own needs and preferences.
This chapter provides an overview of installing and configuring the
Sage 300 web screens or Portal. It also provides steps for:
• Configuring the portal database, which is required for both web screens and the Sage 300 Portal.
• Adjusting certain settings configured during installation.
• Troubleshooting problems.
Installation and Administration Guide 5–1
Overview
Overview
Before you can use the Sage 300 web screens or Portal, you must:
1. Install the current version of Sage 300, including the web screens or portal components.
Chapter 2, “Installing Sage 300 Programs,” describes the installation process.
2. For the Portal only (this step is not required to use the web screens), run Workstation Setup on each workstation that will use the Sage 300 portal, if:
• The workstation will run desktop accounting modules or System
Manager through the portal.
And
• Sage 300 is not fully installed on the workstation. (Workstation
Setup installs components that a workstation requires to run
Sage 300 on a server.)
3. Activate your company data for the Sage 300 programs you use.
4. Create a portal database using database software that is supported by the Sage 300 Portal. Normally, you create this database on the same server as your Sage 300 data.
Important!
To improve the security of your system, you should use a different SQL Login ID for the portal database than the SQL Login
ID specified for system and company databases.
The portal database stores files used by the Sage 300 web screens and
Portal. For the Portal, these include user preferences and passwords, snapshot configurations, and other files that determine how the Portal looks and functions.
Chapter 3, “Database Setup,” explains how to create a database using
Microsoft SQL software.
If you create the portal database using SQL Server Express, you will need to configure a TCP/IP connection manually in that program. For
more information, see, “Configuring a Microsoft SQL Server Express
Database,” later in this chapter.
5. Configure the Sage 300 web screens or Portal, as described in this chapter.
5–2 Sage 300
Configuring Security for the Web Screens and Portal
Configuring Security for the Web Screens and
Portal
This section outlines some security precautions you should take if you are setting up the web screens or portal to be accessible from the Internet.
IMPORTANT
This section is not a comprehensive discussion of security. Make sure you also consult any documentation you have regarding security for your specific system (in particular, the documentation for your version of
IIS). If you have any concerns about security, contact your Sage business partner or IT professional.
At a minimum, you should take the following security precautions:
IIS (web screens and portal):
•
Configure the portal to use HTTPS: a. Purchase an SSL certificate from a reputable supplier.
b. Turn on HTTPS by adding an HTTPS binding (in the binding you will specify your SSL certificate).
c. Turn off HTTP by selecting the Require SSL option.
Note:
When you turn on HTTPS, all URLs for the portal are changed to begin with https instead of http. This invalidates any existing links to the portal.
• Disable or remove the default IIS file from the web server.
•
Remove sensitive information from HTTP Response Headers. At a minimum, install the
URL Rewrite module and add a rule to remove server information from all responses.
•
Disable any encryption algorithms with a symmetric key shorter than
128 bits.
•
Disable weak SSL Cipher Suites from publishing on the internet for all external systems.
•
Disable insecure HTTP methods (at minimum, TRACE).
•
Disable Directory Browsing for all virtual directories.
Installation and Administration Guide 5–3
Configuring the Portal Database
Passwords (web screens and portal):
• Use Advanced Security Settings in Sage 300 to enforce a strong password policy: a. Require complex passwords (passwords that must include letters and digits). b. Specify a length of time after which users must change their passwords. c. Require a minimum password length of at least 8 characters. d. Lock out users after multiple failed login attempts.
Portal security settings:
• Make sure the /SDataServlet virtual directory is configured to return detailed errors.
Note:
This setting is configured automatically during installation of
Sage 300, and the software will not work if it is changed.
Other:
• Secure Sage 300 databases.
• Secure shared folders.
• Run Windows Update.
• Turn off services you don’t need.
• Use a firewall.
Configuring the Portal Database
You must create a portal database, first
Before you can configure the web screens or portal, you must create a portal database using your database software. (See Chapter 3, “Database
Setup,” for information on creating databases.)
Then, you must configure the Portal to establish a connection to the portal database.
Note:
The portal database is shared by all companies in a Sage 300 installation, so you need to configure only one Sage 300 Portal.
5–4 Sage 300
Configuring the Portal Database
To configure the Portal:
1. From Windows’ Start menu, select All Programs > Sage 300 >
Database Setup.
2. On the Sign-On form that appears, enter the ADMIN password.
3. On the Database Setup form that appears, click the Portal button to open the Configure Portal form.
4. On the Configure Portal form, enter the following information:
• Database Format (read-only). Is pre-set to Microsoft SQL
Server because this is the only database engine you can use to create your portal database.
• Server Name. The program automatically displays “localhost” to use the current machine. If you created your portal database on a different (remote) machine, enter the name of that machine.
Note:
If multiple instances of Microsoft SQL Server are installed on the same machine, you can specify an instance by typing the server name in the format servername/instancename.
• Server Port. Enter the TCP/IP port number specified in your database software for your portal database. The default port number is 1433.
• Database ID. Enter the name specified for the portal database in your database software.
• Login ID and Password. Enter the ID and password specified for your database administrator in your database software. (They are not the credentials for the Sage 300 ADMIN User.)
Note:
For a Microsoft SQL Database, you must supply credentials for SQL authentication. The portal does not support Windows authentication.
Portal configuration file
5. Click OK, and then click Exit to close the Database Setup form.
The program saves the portal configuration to a file named dbConnection.xml, located in the following folder under Program Files:
Common Files\Sage\Sage 300 ERP\Tomcat\portal\swtServices.
If you set up the portal database using SQL Server Express, follow the
steps in the next section, “Configuring a Microsoft SQL Server Express
Installation and Administration Guide 5–5
Configuring the Portal Database
Configuring a Microsoft SQL Server Express Database
The following instructions apply only to Microsoft SQL Server Express.
In SQL Server Express, the default TCP/IP connections settings are disabled. Because the portal requires a TCP/IP connection, you must set one up manually, as follows:
1. Launch the SQL Server Configuration Manager.
2. Under the SQL Server Network Configuration tree, click Protocols For
SQLEXPRESS.
3. Enable the TCP/IP protocol. (The default setting is Disabled.)
4. Right-click the TCP/IP protocol, and then click Properties.
5. On the IP Addresses tab, in the IPAll Section: a. Clear the TCP Dynamic Ports field. b. Set the TCP Port to 1433.
6. Restart the SQL Server.
Testing the TCP/IP Connection
To test that TCP/IP works, from the command line, type:
telnet localhost 1433
If the TCP/IP connection is set up correctly, the screen will clear, and you will be in a Telnet session with the SQL Server.
Configuring English Windows to Display Chinese
If you work with Chinese language packs and the portal machine uses
English Windows, you must configure Windows to display Chinese properly. We recommend that you configure Windows before you open the
Sage 300 Portal, although you can change this configuration at any time.
To configure English Windows to display Chinese:
1. On the machine where the Sage 300 Portal is installed, click Start >
Search Programs And Files, and then type intl.cpl.
2. On the Regional And Language screen, select the Formats tab.
3. For the Format option, select Chinese (Simplified, PRC), if it is not already selected, and then click Apply.
5–6 Sage 300
Setting Up a User Account for IIS and Windows Services
Alternatively, you can select Chinese (Traditional, Taiwan) or
Chinese (Traditional, Hong Kong S.A.R.) for Traditional Chinese.
4. Click the Administrative tab, and then: a. Click Copy Settings. b. For the Copy Your Current Settings To option, select Welcome
Screen And System Accounts. c. Click OK. d. Click Change system locale. e. For the current system locale, select Chinese (Simplified, PRC), if it is not already selected. f. Click OK.
5. When prompted to restart the machine, click Restart now.
Setting Up a User Account for IIS and Windows
Services
By default, the Sage 300 application pool in IIS and the
Sage.CNA.WindowsService Windows service run under the Local System account. To simplify service management, improve security, and support consistent handling of regional settings and content in Sage 300 web screens, we recommend you set up a Windows user account and modify the application pool and Windows service to run under that user account.
The user account must have access to the Sage 300 shared data folder.
Also note that the account’s regional settings will determine the language in which some content and messages appear in Sage 300.
For more information on configuring IIS, see “Configuring IIS for
Windows,” later in this chapter.
Starting the Sage 300 Web Screens or Portal
Once you have configured the Sage 300 web screens or Portal as described in this chapter, they are ready to use.
To open web screens in a browser:
1. Visit http://servername/sage300, where servername is the server name or IP address of the server where Sage 300 is installed.
2. Enter your username and password.
Installation and Administration Guide 5–7
Troubleshooting
3. Select a company.
4. Click Sign In.
To open the Sage 300 Portal:
On the Windows Start menu, click All Programs > Sage 300 > Portal.
Troubleshooting
The Sage 300 installation program installs components that support the
Sage 300 web screens and Portal, and it sets properties that are required in Internet Information Services (IIS). You shouldn’t have to change them. The information and tips in this section are provided in case you have problems with IIS after installation.
Components that Support the Sage 300 Portal
The Sage 300 installation program saves several Portal components on the web server:
• Portal components are saved to the WebUIs subfolder of the Sage 300 program folder. These files support the Portal interface, and include
HTML, Javascript, CSS, and PNG files.
• If it is not already installed, the Java Runtime Environment is installed.
• Sage 300 Tomcat is saved to the Common
Files\Sage\Sage 300 ERP\Tomcat subfolder in the Program Files folder.
The Tomcat program is installed as a private instance for Sage 300 only, and runs as a Windows service as Sage 300 Tomcat. It can co-exist with other Tomcat instances on the same server.
Apache Tomcat Connector.
This component is saved to the Jakarta subfolder under Common
Files\Sage\Sage 300 ERP\Tomcat 6.
IIS configuration
Internet Information Services (IIS) Components
The installation program creates an application pool for Sage 300 in IIS, and sets up the following applications:
• Sage300ERP. The directory is the WebUIs subfolder in the Sage 300 program folder.
• SDataServlet. The directory is the Jakarta subfolder in the Common
Files\Sage\Sage 300 ERP\Tomcat program folder.
5–8 Sage 300
Troubleshooting
How these applications are configured in IIS depends on the version of
Windows you are using.
Configuring IIS for Windows
Create the application pool
Set advanced properties
Enable 32-bit applications
The following steps are for configuring:
• IIS 7 for Windows 7.
• IIS 8 for Windows 8 or Windows Server 2012.
These instructions assume you need to create the Sage 300 application pool and the Sage300ERP and SDataServlet applications. If these components already exist in IIS, check to ensure that the configuration settings are correct.
1. From Windows Control Panel’s Administrative Tools, start Internet
Information Services (IIS) Manager.
2. Under Actions, click View Application Pools > Add Application Pool.
The Add Application form appears. a. In the Name field, enter Sage 300 ERP App Pool. b. Click OK.
3. Select Application Pools > Sage 300 ERP App Pool, and then on the Actions panel, under Edit Application Pool, click Advanced
Settings. a. Confirm that Enable 32-Bit Applications is set to True.
Set ISAPI & CGI
Restrictions b. Under Process Model, for Identity, select Custom account, select the Windows user account you created for IIS and Windows
chapter. c. Click OK to close the Advanced Settings form.
4. In the Connections panel, select the current server, and then double-click the ISAPI & CGI Restrictions icon. a. Under Actions, click Add, and then on the form that appears: i. For the ISAPI Or CGI Path, enter:
<Program Files>\Common Files\Sage\Sage 300
ERP\Tomcat\Jakarta\isapi_redirect.dll ii. For the Name, type Sage 300 ERP.
Installation and Administration Guide 5–9
Troubleshooting
Add SDataServlet application
Add the
Sage300ERP application
Add the ISAPI filter iii. Select the option Allow Extension Path To Execute. iv. Click OK.
5. On the Connections panel, expand the server name and the Sites folder.
6. Select Default Web Site, and then click View Applications.
7. Click Add Application, and then on the form that appears: a. For the Alias, type SDataServlet. b. Set the application pool to Sage 300 ERP App Pool, and then click OK to return to the Add Application form. c. Set the physical path to the Apache Tomcat Connecter, located at:
<Program Files>\Common Files\Sage\Sage 300
ERP\Tomcat\Jakarta. d. Click OK.
8. On the Connections panel, right-click Default Web Site, and then click Add Application. In the form that appears: a. For the Alias, type Sage300ERP. b. Set the application pool to Sage 300 ERP App Pool, and then click OK to return to the Add Application form. c. Set the physical path to the webuis subfolder in your Sage 300 program folder. d. Click OK.
9. On the Connections panel, select the Default Web Site, and then double-click the ISAPI Filters icon. a. On the Actions panel, click Add. b. For the filter name, type Sage300ERPUrlRedirector. c. In the Executable field, select isapi_redirect.dll from the
Common Files\Sage\Sage 300 ERP\Tomcat\Jakarta folder. d. Click OK.
10. Restart IIS: a. On the Connections Panel, select the server. b. On the Actions panel, click Restart.
5–10 Sage 300
Troubleshooting
Restarting IIS
Clicking Stop and Start IIS in Administrative Tools’ Internet Information
Services form does not restart IIS properly.
To restart IIS properly:
1. In Windows Control Panel, click Administrative Tools > Services.
2. Right-click your IIS Service (for example, IIS Admin), and then click
Stop on the menu that appears.
3. Once the service has stopped, right-click, and then click Start.
Starting Sage 300’s Tomcat
1. In Windows Control Panel, click Administrative Tools > Services.
2. Right-click the Sage 300 ERP Tomcat service, and then click Start.
Note:
The Startup type should be set to Automatic, so that Tomcat starts whenever the computer is restarted.
Sage 300 Tomcat Doesn’t Start
Note that you must have the 32-bit Java Runtime Environment installed.
(The 64-bit version will not work.)
Shortcuts in the Portal Don’t Work
You must have Sage 300 installed on your local workstation to access shortcuts to Sage 300 transaction-entry forms, setup records, and report forms that haven’t yet been ported to the web portal.
Run Workstation Setup on each machine that requires access to forms in the Sage 300 desktop client.
Unable to Start the Portal Web Site
If you receive the error, “The process cannot access the file because it is being used by another process” when trying to start the web site in IIS, it might be because another process is using port 80.
One process that might be using port 80 is Skype. If this is the case, you can re-configure Skype so that it will not use port 80 as its default, as follows:
1. In Skype, select Tools > Options.
Installation and Administration Guide 5–11
Troubleshooting
2. On the left-hand panel, click Advanced.
3. Click Connection.
4. Clear the option Use Port 80 And 443 As Alternatives For
Incoming Connections.
5. Click Save.
Unable to Export Queries or Snapshots in the Portal
When exporting a query or a snapshot report, Internet Explorer may display a message saying it has blocked the portal from downloading files to your computer. If you click the message, as the message suggests, the portal will sign you out. If this situation occurs, you need to add the portal web server to your Local Intranet zone or Trusted Sites, as follows:
1. In Windows' Control Panel, open Internet Properties.
2. On the Security tab, select Local Intranet zone or the Trusted Sites zone, and then click the Sites button.
3. If you selected the Local Intranet zone, click the Advanced button on the next screen that appears.
4. In the Add this Website to the Zone field, type name of your portal server, and then click Add.
5. On the Security tab, click the Custom Level button.
6. Under Automatic Prompting For File Downloads, select Enable, and then click OK.
7. Click OK to close the Internet Properties form.
Company List Failure Error
When launching the Sage 300 portal, if the Sign In form appears, but you receive a Company List Failure error, check the following:
• Is the Java Runtime Environment installed on the machine?
• Is Java 1.6.0, or higher, installed?
• Has the isapi_redirect.properties file been updated correctly?
• Has the Jakarta virtual folder been created?
• Is the isapi dll set up correctly? Does it have execute and write permissions?
5–12 Sage 300
Chapter 6
Performing Administrative Tasks
The procedures in this chapter are relevant to all Sage 300 configurations.
Perform these procedures at any time after you have installed Sage 300 programs. Sign on as the ADMIN user at any server or workstation that runs Sage 300.
This chapter describes how to:
• Create user records
•
Set up optional security groups
• Assign user authorizations
Add Users
For each user, assign an ID and set up individual security options.
New button
1. In the Administrative Services folder, double-click the Users icon.
2. In the User ID field, use up to eight characters to type a unique code to identify this user (letters from A to Z and digits from 0 to 9). The ID must start with a letter, not a number.
If the ID field is not blank, click the New button to start a new record.
When security is turned on for the system database, the User ID determines user’s access rights in Sage 300.
3. In the User Name field, type a name for this user.
4. In the Account Type field, select User or Timecard.
Note:
If you select Timecard, you must create a security group for employees who only enter timecards, later.
5. Select the language in which to display and print this user’s messages,
Help, reports, and forms.
Note:
If you use Sage 300 web screens, users may need to select this language in their web browser settings as the preferred language for viewing web pages.
Installation and Administration Guide 6–1
Add Users
6–2 Sage 300
6. In the Authentication Method field, select one of the following options that determines how this user will sign on to Sage 300:
Sage 300 — allows the user to sign on using only their Sage 300 User
ID.
Windows — allows the user to sign on using their Windows User ID.
Both — allows the user to sign on using either their Windows User ID or their Sage 300 User ID.
7. In the Job Role field, select the role that most resembles this user’s job role. If you leave this field blank, the user is prompted to select a role when they sign in to Sage 300.
8. If you chose Windows or Both as the authentication method, enter a
Windows Domain name and the Windows User Name for this user in the fields provided.
You can click the Browse button to select from a list of Windows users and domains.
If you selected Sage 300 as the authentication method, these fields are not available.
9. If you chose Sage 300 or Both as the authentication method, type a password in the Password field, and then type it again in the Verify field.
The password can use between 4 and 64 characters (letters from A to
Z and digits from 0 to 9), but it must start with a letter.
When you type a password, Sage 300 displays asterisks. You must enter a password in each user record. However, if security is not turned on for the system database that the company uses, users are not asked for the password when they start Sage 300.
Note:
Users must use a password to open Sage 300 using their browsers.
10. Assign additional security to the password, selecting from the following options:
User Must Change Password At Next Logon — forces the user to change their password the next time they sign on to Sage 300. This option is not available if you selected Windows as the authentication method.
User Cannot Change Password — prevents a user from changing their password. This option is not available if you selected Windows as the authentication method.
Add Users
Password Never Expires — allows the same password to be used without requiring a change. This option is not available if you selected
Windows as the authentication method.
Account Is Disabled — prevents a user from signing on.
Account Is Restricted — restricts the user to signing on to Sage 300 only during the valid times that you specify.
Account Is Locked Out — locks out the user after they exceed the maximum number of attempts specified in the advanced security settings for the system database. The system assigns this status, and, depending on the security settings, can clear this status after a certain period. The ADMIN user can also clear this status.
This option is not available if you selected Windows as the authentication method.
11. If you selected the option to restrict the user’s account, in the Valid
Times section, specify the days of the week and the hours that the user can sign on to Sage 300.
12. In the Contact Information section, enter e-mail addresses and a phone number for this user.
13. Select the User receives e-mail from Sage with information
relevant to job role option to indicate that this user consents to receive e-mail from Sage.
Note:
If this option is selected, you must enter information in the
Job Role and E-mail 1 fields.
14. Click Add to save each new user record.
Using Windows as the Authentication Method
If you select Windows as the authentication method for a user, the user must sign on to Sage 300 with a valid Windows user ID.
Normally, when a user signs on to Windows with their user name, domain, and password, the server uses this information to authenticate the user. If the user then signs on to Sage 300 with the same ID and domain, they do not need to provide a password.
Note:
The administrator must first map the Windows password to the Sage 300 user ID. (See Windows’ documentation for instructions.)
Installation and Administration Guide 6–3
Add Users
The following fields are not available in the User record when you select
Windows as the authentication method:
• Password and Verify
• User Must Change Password At Next Logon
• Password Never Expires
• User Cannot Change Password
If you are changing the authentication method for an existing user, any previously assigned passwords are cleared, and therefore no longer valid.
Changes to the
Open Company dialog box
Signing On to Sage 300 with Windows Authentication
To allow Windows authentication, the Open Company dialog box includes:
• A Windows Authentication check box.
• A field for the Windows Domain name. (This field appears only if the particular user’s record specifies Windows authentication.)
If the Sage 300 authentication method is assigned to all users, the Open
Company dialog box displays the Windows Authentication check box, but it is not available to any users, including the ADMIN user, from the
Sage 300 desktop. (On the Sage 300 Web desktop, this option is always available.)
Sage 300
Authentication
Method
Option disabled
If the Windows or the Both authentication methods are assigned to any user, the Windows Authentication option is available, but not selected, for all users, as shown here:
Windows / Both
Authentication
Methods
Option enabled
When a user selects the Windows Authentication option, the Domain field appears, as follows:
Windows
Authentication option selected,
Domain field displayed
6–4 Sage 300
Set Up Security Groups and Assign User Authorizations
Password fields disabled
By default, the Domain and User ID fields display the domain and user ID for the currently logged-in Windows user, if their Sage 300 User ID has been mapped to a Windows user account.
The Password field and the Change Password button are always disabled for Windows Authentication.
Signing On to Sage 300 if “Both” is the Authentication Method
The Both authentication setting allows a user to sign on to Sage 300 using either their Sage 300 ID and password or their Windows User ID.
Set Up Security Groups and Assign User
Authorizations
If the Security option is selected for a system database, access to
Sage 300 is restricted by password for all companies that share the system database.
If security is turned on, or if some users have a Timecard account, users require authorization to perform tasks in each Sage 300 program. You provide this authorization by assigning users to security groups.
When you create security groups, you specify the tasks that each group can perform. All companies using the same system database share security groups.
Create Security Groups
You create security groups, as follows:
1. In the Administrative Services folder, double-click the Security Groups icon.
2. Select an application from the Application list.
Installation and Administration Guide 6–5
Set Up Security Groups and Assign User Authorizations
3. Enter a unique group ID and a description.
The group ID can be up to eight characters (letters from A to Z and digits from 0 to 9).
4. Select the tasks the security group can perform.
• To select every task in the list, click Select All.
• To remove a task that has already been selected, click the check box to clear it.
• To remove all tasks, click the Remove All button.
5. Click Add.
6. Repeat these steps for each application.
Now, you can users to these security groups, as described in the next section.
Authorizing Users
You assign each user to one security group for each application. All users in the same group can perform the tasks defined for the group. The same user can be assigned to different groups within the same company.
To assign user authorizations:
1. In the Administrative Services folder, double-click the User
Authorizations icon.
The User Authorizations dialog box appears:
6–6 Sage 300
2. Select the User ID.
If a security group has been assigned to this user, it appears next to the Application name, in the Group ID column.
Create and Assign UI Profiles for Customized User Interface Forms
3. For each application to which you want to allow access for this user: a. Double-click the Group ID field to display a Finder button. b. Click the button to display security groups defined for the application. c. Select a security group from the list.
4. Repeat steps 2 and 3 for each user.
5. When you have finished assigning security groups to all users, click
Close.
Create and Assign UI Profiles for Customized User
Interface Forms
If your users do not need to use all fields in dialog boxes and forms, you can customize their user interfaces, hiding some fields.
To create a UI Profile ID:
1. Determine the fields a user will not need when using certain forms and dialog boxes.
2. Open Sage 300 as the ADMIN user.
3. Create your User IDs. (See previous sections for the steps.)
4. Open the form that you are customizing for a user. (In our following examples, we chose Currency Codes.)
5. Choose Customize from the File menu.
The Customize form for Currency Codes looks like this:
Field controls that can be hidden
The Customize screen displays a list of the controls that can be hidden for the dialog box or form that you started from (for our example, the
Installation and Administration Guide 6–7
Create and Assign UI Profiles for Customized User Interface Forms
Currency Codes dialog box). To hide some of these controls for users, you must either select an existing profile or create a new one. In the following steps, we explain how to create a new profile.
6. Click the New button beside the Working Profile field.
The following screen appears:
7. Enter a unique ID, using up to 20 characters, in the Profile ID field (for example, CURRCODE), and a description in the Profile Description field, then click Add, then click Close to return to the Customize form.
The Customize form will now look like this:
6–8 Sage 300
Because we have just created the first Working Profile, it is selected in the Working Profile field. We must now clear the controls that we do not want the user to see in the Currency Codes dialog box.
Create and Assign UI Profiles for Customized User Interface Forms
8. Click checkmarks beside the controls for the fields to hide. The checkmarks disappear, as shown next:
Field to be hidden
The field will be hidden when users assigned to the CURRCODE
Working Profile open the Currency Codes dialog box.
9. Click Save, then click OK to return to the dialog box you customized.
(In our example, we return to Currency Codes.)
10. Click Close in the dialog box.
After creating a UI Profile ID, you assign users to it. You can create as many Profiles as you need, and assign each user to a different Profile. You can assign more than one user to each Profile ID.
To assign Users to Profile IDs:
1. Double-click the Assign UI Profiles icon in the Administrative Services folder.
If you have not assigned any UI Profiles to users, the Assign UI Profiles form has no entries in the grid, as shown below:
Installation and Administration Guide 6–9
Create and Assign UI Profiles for Customized User Interface Forms
2. Click the Finder in the User ID column, highlight a User ID from the list, and click Select.
The Assign UI Profile form reappears, with the selected User ID displayed in the User ID column.
3. Click the Finder in the Profile ID column to choose a Profile from the list.
Our sample Assign UI Profiles form now displays the following:
6–10 Sage 300
Each time you open the Assign UI Profiles screen, the grid displays all
User IDs and Profile IDs previously assigned.
4. Click Close to return to the Sage 300 desktop.
The next time the selected user opens the form that has been restricted, the fields hidden in the Working Profile will not appear.
Set Up Customization Directories
Set Up Customization Directories
If a user or group needs to print customized Sage 300 reports, you should set up customization directories to store the customized reports.
Note that:
• Only the ADMIN user can create customization directories.
• SAP Crystal Reports
® new reports.
for Sage 300 is required to customize or create
Remove Sage 300 Programs
To remove Sage 300 programs:
1. In Windows’ Control Panel, click Programs And Features.
2. Open Uninstall Or Change A Program, and then:
− To remove all Sage 300 programs, double-click your Sage 300 version.
− To remove individual Sage 300 programs: i. Click your Sage 300 version, and then click Change. (Do not double-click.) ii. Click Modify, and then use the Select Features screen to select the programs you want to install and clear the selections for programs you want to remove.
Installation and Administration Guide 6–11
Chapter 7
Licensing Sage 300
This chapter describes Sage 300 licensing in general, and it explains how to:
• View or update license information for your Sage 300 installation.
• Enter activation codes for installed Sage 300 accounting programs.
• Enter activation codes for user LanPaks, and for Report Manager and
Report Viewer for Sage 300 Reporting Intelligence.
Licensing Products and Users
You require a
LanPak license to use Sage 300
Each Sage 300 product license allows a company to use a particular version of a Sage 300 program. You require a new license whenever you install a new Sage 300 program or upgrade to a new version.
During installation, the program creates temporary license files (with serial number “000000000000”) for Sage 300 programs. These temporary licenses let you use Sage 300 for 30 days, while you wait for activation codes from Sage.
Until you enter activation codes, whenever you sign on to your company database, Sage 300 will display an Unregistered Applications message to remind you to register the programs.
Once you receive valid serial numbers and activation codes, you enter them in the License Manager to make the licenses permanent.
Installation does not generate temporary LanPak licenses, however.
LanPak is Sage 300’s user licensing system. Without a LanPak license, no one — including the ADMIN user — can sign on to a company.
Normally, you enter the activation code for your LanPak license as part of program installation. (When the installation program finishes, it displays the License Manager, where you enter the activation code for your LanPak on the Users tab.)
Installation and Administration Guide 7–1
Creating a Temporary LanPak License
Note:
You register a license for a particular company in combination with a product serial number. If your company changes its name (for example, after a merger), you need to update the licenses for all your Sage 300 products.
After you change the company name in the License Manager, the activation code will be marked Unauthorized. The license will remain valid, but you should apply for another activation code for the new company name.
The following sections describe LanPak licenses in more detail, and explain how to create a temporary LanPak license if you did not enter an activation code for a LanPak when you installed Sage 300.
LanPak Licenses
A LanPak license regulates how many users can work with a particular version of Sage 300. The number of LanPak licenses you require depends on the number of workstations on which you install Sage 300 and the number of users who will access company databases on those workstations.
• To use Sage 300 on a single computer, you must register a 1-user
LanPak. (With this type of LanPak, you cannot work with two Sage 300 databases at the same time.)
• To add Sage 300 users to a network, you register multi-user LanPaks.
You can obtain LanPak licenses for any number of users on a network.
Note:
One LanPak is required for each user that opens a Sage 300 database from a workstation. A user can open multiple databases from the same workstation providing they use the same Windows user profile.
Creating a Temporary LanPak License
Before you can begin using Sage 300, you must register a LanPak license for a specific number of users. If you do not yet have an activation code for your LanPak license, you can create a temporary LanPak license that will allow you to begin using Sage 300.
To create a temporary LanPak license:
1. In the Licenses form, click License Manager.
7–2 Sage 300
Creating a Temporary LanPak License
2. Click the Users tab, and then click in the blank space to create a new line. (If there are existing lines, right-click in the blank space, and then click Insert.)
The Users tab should now appear as follows:
3. In the new line: a. Click the License Type column, and then select LanPak from the list that appears. b. Click the Count column, and then enter the number of users that require concurrent access to Sage 300.
4. Click Close, and then click OK.
You can now open the company.
Installation and Administration Guide 7–3
Requesting Activation Codes
Requesting Activation Codes
You need activation codes to use Sage 300 products, including upgrades.
However, you can run Sage 300 for up to 30 days while you await your activation codes.
You can obtain activation codes from the Sage Customer or Partner Portal.
If you are a Sage customer:
1. Log in to your account at https://customers.sagenorthamerica.com/irj/portal/anonymous/login .
If you don’t have an account, use the self-registration tool on the
Customer Portal login page to create one.
2. On the Support menu, click Self Service.
3. Click the My Products tab.
4. Follow the instructions on the My Products tab to display and print the
Details Sheet.
If you need assistance with the Customer Portal, e-mail
, or call 1-877-828-6372.
If you are a Sage partner:
1. Log in to your account at https://partners.sagenorthamerica.com/irj/portal .
If you don’t have an account, contact the portal administrator at your company, or contact Sage.
2. Click Customers > Details Sheet.
3. Click Show Advanced Search.
4. Enter an account ID, and then click Go.
5. On the Details Sheet, click the Products Details tab to view the customer’s activation codes.
If you need assistance with the Partner Portal, e-mail
, or call 1-877-828-6372.
7–4 Sage 300
Updating Your Sage 300 Licenses
Updating Your Sage 300 Licenses
You use the License Manager to:
• View license information for your Sage 300 programs, including the number of users authorized by the LanPak license.
• Enter serial numbers, activation codes, and expiry dates (if applicable) for the Sage 300 programs and services that your company is using.
• When necessary, change the company name to which your Sage 300 software is registered (for instance, after a merger).
The License Manager form appears during program installation, letting you enter serial numbers, activation codes, and expiry dates (if applicable) for any new Sage 300 programs and LanPaks that you are installing.
During installation, the program creates temporary license files (with serial number “000000000000”) for Sage 300 Programs. If you have received valid serial numbers and activation codes, you enter them in the
License Manager to make the licenses permanent.
You can also open the License Manager, later, if you need to add or change any licensing information. If you don’t enter LanPak information during installation, for example, the program prompts you to enter it in the License Manager form.
To update product licenses or LanPaks:
1. From the Help menu on the Sage 300 desktop, click Licenses.
2. On the Licenses form that appears, click the License Manager button.
• To edit the client ID, Licensed To (person or entity), dealer,
and CC (certified consultant or business partner), click the
License Information tab.
If you need to change the company name to which your Sage 300 software is registered, you click the Change button, and then type the new name in the Company field. When you next open the
License Manager form, the company field will be disabled, unless you click Change again.
Note:
Activation codes are effective for serial numbers and company names used together. After you change the company name, the activation code will be marked Unauthorized. The license will remain valid, but you should apply for another activation code for the new company name.
Installation and Administration Guide 7–5
Updating Your Sage 300 Licenses
• To enter activation codes for your Sage 300 products (for example, to update a temporary license with a permanent one), click the Licenses tab.
You must enter the Serial Number and the Activation Code, in order, for each Sage 300 product you want to register: i. Click in the Serial Number column, and then type your serial number for the selected product. ii. Click in the Activation Code column, and then type the activation code for the product. iii. For subscription licenses, click in the Expiry Date column, and then type the expiry date.
Note:
You require permanent licenses for the Analysis and
Connector modules for Sage 300 Reporting Intelligence. No temporary licenses are available for these programs.
• To enter activation codes for LanPak licenses, or to delete
temporary licenses for databases that you do not use, click the Users tab.
You must enter information for each LanPak user in this order: i. Click in the License Type column, and then select LanPak. ii. Click in the Count column, and then enter the number of users that require concurrent access to Sage 300. iii. Click in the Serial Number column, and then type your serial number for the selected product. iv. Click in the Activation Code column, and then type the activation code for the product.
Note:
You also use this tab to record activation codes for additional licenses for the Report Manager and the Report Viewer in singleuser increments. (One Report Manager license — for one user — is free with Sage 300.)
3. When you have finished entering information, click Close to return to the Licenses form.
4. Click OK to return to the desktop.
7–6 Sage 300
Monitoring LanPak Activity
Viewing License Information
You use the Licenses form to view Sage 300 licenses, as follows:
On the Sage 300 desktop, from the Help menu, click Licenses.
Viewing details for a single license
Viewing details for
LanPak and IAP license use
Updating product or LanPak licenses
• To see information for a single license, select the product on the list, and then click the License Info button (or double-click the product name).
• To see information about users currently signed in to Sage 300, including third-party products you are using that integrate with Sage
300, click the Current Users button.
• To see details for all Sage 300 licenses and LanPaks, or to update licensing information, click the License Manager button.
Monitoring LanPak Activity
The Current Users screen lists all users currently signed in to Sage 300 with a LanPak or IAP license. It also displays information about user activity, such as a list of screens each user has open.
To open the Current Users screen, click Current Users on the Sage 300 desktop Help menu.
Installation and Administration Guide 7–7
Chapter 8
Web Deployment of
Sage 300
Typically, you set up Web deployment on the same Windows server where the Sage 300 programs are installed.
However, because the only requirement is that Internet Information
Services (IIS) is installed, you can set up Web deployment on a Sage 300 workstation or a server.
Before You Begin
Before you deploy Sage 300 on the Web:
1. Install Sage 300 as described in Chapters 1 through 4.
2. Create your system and company databases.
3. Check that you can connect to your data and run installed applications from the Sage 300 Desktop locally or from the server (depending on your network configuration).
Once you’ve confirmed that Sage 300 runs successfully as a desktop application, you can proceed with Web deployment.
Selecting Installation Options for Web Deployment
On the Web server you are using to deploy Sage 300:
1. If Internet Information Services (IIS) is not already installed, install and configure it now.
Use the instructions for your operating system provided in the section,
“Installing Internet Information Services (IIS).”
Installation and Administration Guide 8–1
Installing Internet Information Services (IIS)
2. Install Sage 300 with the following options:
• Web-Deployment Files.
• If you plan to use .NET Remoting for Web deployment, also select the option Sage 300 .NET Libraries.
3. Configure Web Deployment options.
Detailed instructions are included in the following sections.
Installing Internet Information Services (IIS)
The Web server on which you will deploy Sage 300 must have IIS installed.
If IIS is not already installed, ensure .NET Framework 2.0, or higher is installed, and then follow the directions for your operating system in the sections that follow.
Note:
You must enable 32-bit application support in Internet
Information Services (IIS).
For detailed information on how to enable 32-bit support in IIS, see the following Microsoft article Running 32-bit Applications on
64-bit Windows: http://www.iis.net/configreference/system.applicationhost/applicati onpools/applicationpooldefaults
For Windows 7
1. From the Windows Start menu, click Settings > Control Panel > All
Programs And Features.
8–2 Sage 300
Installing Internet Information Services (IIS)
2. Click Turn Windows Features On Or Off.
The Windows Features screen appears.
3. Expand the Internet Information Services folder, and then expand the
Web Management Tools folder.
4. Expand the IIS Management Compatibility folder, and then select
Windows IIS Metabase And IIS Configuration Compatibility.
5. Expand the World Wide Web Services folder, and then the Application
Development Features folder. Select the following options: a. ASP b. ASP.NET
6. Click OK to install IIS.
For Windows Server 2012
1. From the Windows Start menu, click Settings > Control Panel >
Administrative Tools > Server Manager.
The Server Manager appears.
2. In the left pane, select Roles, and then in the center panel, click Add
Roles.
The Add Roles Wizard appears.
3. In the left navigation pane, select Server Roles, and then select the roles Application Server and Web Server (IIS).
4. In the left navigation pane, select Application Server and then Role
Services, and then select the role service COM+ Network Access.
5. In the left navigation pane, select Web Server (IIS), and then Role
Services. Expand the Web Server folder tree, and then select:
Application Development > ASP.NET
Application Development > ASP
IIS Management Compatibility > IIS Metabase Compatibility
6. Click Next to install the selected options.
7. Close the Server Manager.
Installation and Administration Guide 8–3
Configuring Web Deployment Options
Configuring Web Deployment Options
On the Web server, run the Web Deployment Manager wizard to configure Web deployment options, as follows:
Configuring Web
Deployment for systems with user access controls
1. From the Windows Start menu, click Programs > Sage 300 > Web
Deployment Manager.
If you are configuring Web Deployment, and Windows’ user access controls are set at the default level, you may receive a message saying that IIS is not installed, even if it is installed. If this occurs: a. Click Programs > Sage > Sage 300. b. Right-click Web Deployment Manager, and then select Properties. c. Click the Compatibility tab, and then select Run As Administrator. d. Click OK.
The Sage 300 Web Deployment Wizard appears, as shown:
8–4 Sage 300
Configuring Web Deployment Options
2. Read the information on the Welcome page, and then click Next.
Complete the steps on the following tabs:
Step 1: Select Remoting Channel
The remoting channel is how the Sage 300 server communicates with browser clients.
Select Microsoft .NET Framework Remoting.
The Sage 300 .NET Libraries provide a set of Microsoft .NET-based interfaces for System Manager.
Once installed, Web-deployed servers can make use of .NET Remoting to communicate with client machines through a predefined set of network ports. These ports can be easily configured to work with software and hardware firewalls.
Installation and Administration Guide 8–5
Configuring Web Deployment Options
Step 2: Configure .NET Remoting Parameters
Recommendation
Specify the .NET Remoting parameters, as follows:
•
Port Range. Specify the range of ports that .NET Remoting can use to communicate with clients. If you are not the network administrator, ask your network administrator to confirm whether the default range is in use. If other applications on the server are using ports within the default range, specify a different range.
• Enhanced Security. Provides an extra layer of data protection by requiring users to sign on to the Sage 300 server with a valid
Windows username and password. This is in addition to the security you may have set for your Sage 300 databases, which require Sage 300 users to enter a user name and password on the
Open Company screen.
A valid windows account is required—this could be a local user account or a domain account, if the server is part of a Windows domain.
• Encrypt Network Data. Encrypts all data transferred between the client and the server.
If you will deploy the server over the Internet, select this option to protect your data!
8–6 Sage 300
Configuring Web Deployment Options
Step 3: Configure .NET Desktop Parameters
Select the maximum number of Web server objects you require. This will depend on the number of users who will access the Web Desktop, and the number of installed applications.
Note:
One object is required for each user logged into the Web
Desktop and for each user interface form that the user opens.
Step 4: Configure Component Services
On the server, the Sage 300 server components must be installed into
Windows Component Services. The server components generate the
Web pages that users see in their Web Desktop.
The server components run as a background process under an authorized Windows user account.
Installation and Administration Guide 8–7
Configuring Web Deployment Options a. Enter the username and password of a local or domain account user who has sufficient rights to run Sage 300 on the server. b. Re-type the password to confirm.
Step 5: Configure Internet Information Server
8–8 Sage 300
Specify the server name and site directory that clients will access to view the Web Desktop. a. Type the name of the Virtual directory in which your Sage 300 site will be stored. This name will form part of the URL that users enter in their browser’s address bar to access the Web Desktop. b. Type the server’s name in the Server name field. Web clients use this name to gain access to services and to download applications from the Sage 300 server.
− If the server will be deployed on the Internet, enter the fullyqualified domain name of the server; for example, sage300erp.yourcompany.com.
− If you selected .NET Remoting in Step 4, you can enter the IP address of the server machine rather than the server name.
− If the server is deployed on an internal network, enter the server’s computer name or IP address.
3. Click Next to install selected components and configure the remoting channel on the Sage 300 server.
4. Read the text on the Summary tab, and then click Next.
5. Read the text on the Done tab, and then click OK to quit the Wizard.
Changing Web Deployment Options
Changing Web Deployment Options
To change your Web deployment configuration:
1. Run the Sage 300 Web Deployment Wizard again.
The Web Deployment Configuration Manager form appears:
2. From the Configure menu, select Run Configuration Wizard.
The Sage 300 Web Deployment Wizard appears.
3. Refer to the setup instructions in the previous section, Installing
Internet Information Services (IIS).
Running Sage 300 in Internet Explorer
Open Internet Explorer, and then enter the URL to the Sage 300 site on the Web server. The URL has the form: http://<server name>/<virtual directory>; for example http://server1/SAGE300ERP/.
Note:
In Internet Explorer 10, you must select Compatibility View.
The first time you access a Sage 300 company database from your browser, you will be prompted to download Web Client Setup files. Click
Sign On to start the download and sign on to your company database.
Installation and Administration Guide 8–9
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