Sage 2015 200 Installation Guide
Hirdetés
Hirdetés
Sage 200 On
Premise
Deployment and
Installation Guide
2015
Premise
Deployment and
Installation Guide
2015
Copyright statement
© Sage (UK) Limited and Sage Hibernia Limited, 2014. All rights reserved.
If this documentation includes advice or information relating to any matter other than using Sage
software, such advice or information is provided for information purposes only. While Sage takes
responsible steps to ensure the accuracy and completeness of such information, it can only be
general in nature. You should therefore take appropriate steps to ensure it is correct and relevant to
your circumstances. You should also consider taking professional advice when appropriate, for
example to ensure that the results obtained from using the software comply with statutory
requirements.
No part of this documentation may be copied, photocopied, reproduced, translated, microfilmed, or
otherwise duplicated on any medium without prior written consent of Sage (UK) Limited or Sage
Hibernia Limited, publisher of this work.
Use of the software described in this documentation is subject to Sage (UK) Limited or Sage
Hibernia Limited's Licence Agreement enclosed with, or displayed by, that software.
Sage, the Sage logo, and other Sage logos and brands are either registered trademarks or
trademarks of Sage (UK) Limited and Sage Hibernia Limited, or its holding company, The Sage
Group PLC. All other marks are trademarks or registered trademarks of their respective owners.
Sage UK Sage Hibernia Ltd trading as Sage Ireland
North Park 3096 Lake Drive
Newcastle Upon Tyne Citywest Business Park
NE13 9AA Dublin
Issue date: 18/11/2014
Pbn No: 14568
© Sage (UK) Limited and Sage Hibernia Limited, 2014. All rights reserved.
If this documentation includes advice or information relating to any matter other than using Sage
software, such advice or information is provided for information purposes only. While Sage takes
responsible steps to ensure the accuracy and completeness of such information, it can only be
general in nature. You should therefore take appropriate steps to ensure it is correct and relevant to
your circumstances. You should also consider taking professional advice when appropriate, for
example to ensure that the results obtained from using the software comply with statutory
requirements.
No part of this documentation may be copied, photocopied, reproduced, translated, microfilmed, or
otherwise duplicated on any medium without prior written consent of Sage (UK) Limited or Sage
Hibernia Limited, publisher of this work.
Use of the software described in this documentation is subject to Sage (UK) Limited or Sage
Hibernia Limited's Licence Agreement enclosed with, or displayed by, that software.
Sage, the Sage logo, and other Sage logos and brands are either registered trademarks or
trademarks of Sage (UK) Limited and Sage Hibernia Limited, or its holding company, The Sage
Group PLC. All other marks are trademarks or registered trademarks of their respective owners.
Sage UK Sage Hibernia Ltd trading as Sage Ireland
North Park 3096 Lake Drive
Newcastle Upon Tyne Citywest Business Park
NE13 9AA Dublin
Issue date: 18/11/2014
Pbn No: 14568
1 | Introduction 1
2 | System requirements and prerequisites 3
Supported operating systems 4
Microsoft SQL Server 5
Other supported components 6
Minimum supported specifications 10
Prerequisites 12
General considerations 14
3 | Deploying Sage 200 across a network 17
Sizing your system 18
Sizing your database 24
Installing Sage 200 with other 64-bit web services 26
Installing Sage 200 on Microsoft Small Business Server 2011 29
Installation options for virtualised platforms 31
Installing Sage 200 using Citrix or Terminal Services 32
Supported versions of Citrix and Terminal Services 33
Install Sage 200 CRM on multiple servers 34
Security and firewall settings 38
Database configuration and maintenance 41
4 | Installing Sage 200 45
Create Windows user accounts and groups 47
Install Sage 200 on your server 50
Install Sage 200 on your client machines 53
Setting up the Self Service website 55
Contents
2 | System requirements and prerequisites 3
Supported operating systems 4
Microsoft SQL Server 5
Other supported components 6
Minimum supported specifications 10
Prerequisites 12
General considerations 14
3 | Deploying Sage 200 across a network 17
Sizing your system 18
Sizing your database 24
Installing Sage 200 with other 64-bit web services 26
Installing Sage 200 on Microsoft Small Business Server 2011 29
Installation options for virtualised platforms 31
Installing Sage 200 using Citrix or Terminal Services 32
Supported versions of Citrix and Terminal Services 33
Install Sage 200 CRM on multiple servers 34
Security and firewall settings 38
Database configuration and maintenance 41
4 | Installing Sage 200 45
Create Windows user accounts and groups 47
Install Sage 200 on your server 50
Install Sage 200 on your client machines 53
Setting up the Self Service website 55
Contents
Set up the Sage 200 Self Service web site internally 56
Install Sage 200 Self Service on an external facing web server 58
5 | Setting up Sage 200 to use for the first time 63
Setting up Sage 200 System Administration for Sage 200 64
Create your configuration database 65
Create users 67
Activate your Sage 200 licence 68
Create your company database 70
Set up user accounts, roles and features 72
Set up online payment processing 75
Set up Purchase Order Authorisation 76
Integrating with Office365 79
Set up the Sage 200 desktop 83
7 | Set up Sage 200 Business Intelligence 85
Using BI with Microsoft SQL Server v2012 86
Set up Business Intelligence in Sage 200 System Administration 88
Configure Microsoft Excel to use the Sage Business Intelligence add -in 89
Set up security for Business Intelligence 90
Set up the BI Administration tool 92
Set up BI in Sage 200 98
Troubleshooting BI 100
FAQs: Business Intelligence 106
8 | Set up Sage 200 Manufacturing 113
Set up and install Sage Graphical Planner 118
9 | Upgrading Sage 200 125
Upgrading checklist 127
Upgrading BI checklist 131
Additional instructions for upgrading 133
Upgrade from Sage 200 v5.1(all modules) 141
10 | Install and set up Sage 200 CRM 153
Sage 200 On Premise
Install Sage 200 Self Service on an external facing web server 58
5 | Setting up Sage 200 to use for the first time 63
Setting up Sage 200 System Administration for Sage 200 64
Create your configuration database 65
Create users 67
Activate your Sage 200 licence 68
Create your company database 70
Set up user accounts, roles and features 72
Set up online payment processing 75
Set up Purchase Order Authorisation 76
Integrating with Office365 79
Set up the Sage 200 desktop 83
7 | Set up Sage 200 Business Intelligence 85
Using BI with Microsoft SQL Server v2012 86
Set up Business Intelligence in Sage 200 System Administration 88
Configure Microsoft Excel to use the Sage Business Intelligence add -in 89
Set up security for Business Intelligence 90
Set up the BI Administration tool 92
Set up BI in Sage 200 98
Troubleshooting BI 100
FAQs: Business Intelligence 106
8 | Set up Sage 200 Manufacturing 113
Set up and install Sage Graphical Planner 118
9 | Upgrading Sage 200 125
Upgrading checklist 127
Upgrading BI checklist 131
Additional instructions for upgrading 133
Upgrade from Sage 200 v5.1(all modules) 141
10 | Install and set up Sage 200 CRM 153
Sage 200 On Premise
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