Sage ERP MAS 90 Sage ERP MAS 200 Sage ERP MAS 200 SQL

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dtirerearehasbeenSage ERP MAS 90Sage ERP MAS 200Sage ERP MAS 200 SQLThisversionofthesoftwInstallation andSystem Administrator's Guide4MASIN450-08

2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos and theSage product and service names mentioned herein are registered trademarksor trademarks of Sage Software, Inc., or its affiliated entities. Crystal Reports and Crystal Reports Designer are registered trademarks of Business ObjectsSoftware Ltd. Microsoft and SQL Server are registered trademarks of theMicrosoft Corporation. All other trademarks are the property of theirrespective owners.Rev 08

ContentsChapter 1 — Introduction 1How to Use This Manual 1Graphic Conventions 2Text Conventions 3Installation Overview 4Contents of Product DVD 4General Installation Tips 5Chapter 2 — Installing Sage ERP MAS 90 7Installation Requirements 7Pre-Installation Tasks 7Installation Process 9Post-Installation Tasks 10Workstation Setup 11Workstation Setup Requirements 11Running Workstation Setup 12Productivity Applications 13Third-Party Applications for SageCRM 13Considerations for Installing on a Windows Server 14Considerations for Installing on a Windows Peer-to-Peer Network 15Chapter 3 — Installing Sage ERP MAS 200 17Installation Requirements 17Pre-Installation Tasks 18Installation Process 19Post-Installation Tasks 20Workstation Setup 21Workstation Setup Requirements 21Running Workstation Setup 22Multiple Installations 24Selecting a Server 24Editing, Adding, and Removing Servers 25Aliasing a Server 25Setting a Default Server 26Productivity Applications 27Third-Party Applications for SageCRM 27Installation and System Administrator's Guidei

Contents.Chapter 4 — Installing Sage ERP MAS 200 SQL 29Installation Requirements 29Microsoft SQL Server Runtime Edition 2008 30Installation Requirements 30SQL Server Installation Types 30Microsoft SQL Server Runtime Edition 2008 Installation Process 31Pre-Installation Tasks 32Sage ERP MAS 200 SQL Installation Process 33Post-Installation Tasks 34Workstation Setup 35Workstation Setup Requirements 35Running Workstation Setup 36Multiple Installations 38Selecting a Server 38Editing, Adding, and Removing Servers 39Aliasing a Server 39Setting a Default Server 40Productivity Applications 41Third-Party Applications for SageCRM 41Chapter 5 — Installing SageCRM 43Hardware Requirements 43Using Multiple Servers 44Software Requirements 44Pre-Installation Tasks 45Tasks to perform if installing on a Windows 2008 Server Network 46Installation Process 47Post-Installation Tasks 48Upgrading SageCRM 48Upgrading from Extended Enterprise Suite 1.3 or 1.4 48Upgrading from Extended Enterprise Suite 1.2 or prior 50Chapter 6 — Uninstalling and Reinstalling 51Overview of Uninstalling Process 51Uninstalling the Sage ERP MAS Server Component 52Uninstalling the Workstation Component 53Uninstalling SageCRM 54iiInstallation and System Administrator's Guide

Contents.Reinstalling the Sage ERP MAS Application Server 54Reinstalling SageCRM 56Changing an Existing SageCRM Installation 57Reinstalling the Workstation 58Chapter 7 — Using the Application Server 59Application Server Overview 59Configuring the Application Server 59Turning Off the Application Server 61Configuring as a Service 62Advanced Features 66Session Tracking 66SSL Encryption 66Generating an SSL Certificate 67Chapter 8 — Configuring the Client/Server ODBC Driver 69Server-Side Configuration 69Running as an Application or Service 69Configuring the Server 70Workstation Configuration 73Sharing Permissions 75Chapter 9 — Installing Crystal Reports Designer 77Installing Crystal Reports Designer to the Workstation 77Modifying Crystal Reports in Sage ERP MAS 200 SQL 78Set up an OLE DB (ADO) Connection 78Converting Crystal Reports from a Prior Version 81Converting Reports 81Converting Reports for Sage ERP MAS 200 SQL 86Chapter 10 — Installing Federal and State eFiling and Reporting 89Federal and State eFiling and Reporting Overview 89Considerations for Installing Federal and State eFiling and Reporting 89Installing Federal and State eFiling and Reporting to the Workstation 90Share and NT File System (NTFS) Permissions 91Chapter 11 — Setting Up Credit Card Processing 93Sage Payment Solutions 93Installation and System Administrator's Guideiii

Contents.PCCharge Payment Server 93Installing the PCCharge Payment Server 94Accessing the Payment Server Manual 96Support and Upgrades 96Chapter 12 — Performing System Startup 97Starting the Software 97Performing Administrative Tasks 98Creating and Activating Companies 98Copying a Company 102Migrating and Converting Data 103Setting Up Security 104Setting Up Roles and Users for Security 104Defining Roles 105Creating Users and Assigning Roles 109Copying a User 112Setting Additional User Preferences for Security 114Setting a Workstation to Automatically Log Off 114Locking Users Out 116Setting System Preferences 117Requiring a Password 117Setting Accounting Date Preferences 121Setting a Prompt for the Accounting Date 121Setting the Accounting Date from the System Date 123Restricting the Accounting Date to Current and One Future Period 124Changing Your Administrator Password 126ivInstallation and System Administrator's Guide

Contents.Setting Up Security on SageCRM 127Logging On as the Administrator 127User Authentication / Password Setup 127Security Profiles and Territories 127Field Security 128Company Team Restrictions 128Restricting Updates 129Server Security 129Database Security 130Firewalls 130SSL (Secure Sockets Layer) 130Application Security 131Chapter 13 — System Administrator Tasks 133Determining Who is Accessing the System/Modules 133Creating Public Tasks 134Modifying Company Preferences 136Uninstalling Modules 137Chapter 14 — Advanced Features and Troubleshooting 139Remote Access 139Remote Access Server (RAS) 139Wide Area Networks (WAN) 141Performance Over RAS/WAN 141Virtual Private Network (VPN) 142Pinging to a Server or Workstation 142Configuring the Workstation for the ODBC Driver Service 142Hanging Processes 143Detecting Existing Processes 143Ending Processes 143Increasing Default Limits Set by Windows Server 144Appendix A — Sage ERP MAS Security Permissions 145Setting NTFS and Share Permissions 145Sage ERP MAS Server Minimum Permission Settings 146Permissions for the Local User Running the Sage ERP MAS Server 146Permissions for Other Users accessing the Sage ERP MAS Server 148Installation and System Administrator's Guidev

Contents.Sage ERP MAS Workstation Permission Settings 151Installation Security for Workstations 151Report Security for Sage ERP MAS 200 Workstations 151NTFS Permissions for Sage ERP MAS 200 and 200 SQL Workstations 151Appendix B — TCP/IP Protocol 153Basic Configuration 153Testing the Configuration for Sage ERP MAS 200 and 200 SQL 154Appendix C — Running in a Terminal Services or Citrix Environment 155Installing the Sage ERP MAS Server 155Installing on the Workstation 155Terminal Services Considerations 156Appendix D — Sage Configured Installation for SQL Server 159viInstallation and System Administrator's Guide

Chapter 1IntroductionChapter 1How to Use This ManualThis manual provides the information necessary for installing SageERP MAS 90, Sage ERP MAS 200, and Sage ERP MAS 200 SQL. Thismanual also contains information and troubleshooting tips on theconfiguration of the various operating systems and environments inwhich the Sage ERP MAS software is supported. The instructionscontain detailed technical information on the configuration ofoperating systems and environments.The screens used in this manual are from Sage ERP MAS 200; similarscreens appear in Sage ERP MAS 90 and Sage ERP MAS 200 SQL.Note that Business Insights Reporter and the eBusiness Manager,Electronic Reporting, Fixed Assets, Job Cost, Material RequirementsPlanning, Payroll, TimeCard, and Work Order modules are notavailable for Sage ERP MAS 200 SQL.For a complete listing of operating system requirements, see theSupported Platform Matrix in the Support area of the Sage OnlineWeb site at: www.sagesoftwareonline.comInstallation and System Administrator's Guide1

.Chapter 1 IntroductionGraphic ConventionsThe following icons are used throughout this manual to indicate differenttypes of information.The NOTE symbol is followed by additionalinformation about a topic.The WARNING symbol is followed by informationto help you avoid costly mistakes.The INFORMATION symbol is used when a chapterdoes not apply to all three Sage ERP MASproducts. The symbol is followed by theproduct(s) to which the section does apply.2Installation and System Administrator's Guide

.HOW TO USE THIS MANUALText ConventionsThe following table describes the text conventions used in this manual.Text ConventionExplanationMenusMenus are shown in this format:Select menu menu task name.Examples: Select File menu ChangeCompany. Select General Ledger Budgetmenu Budget Maintenance.Bold fontIndicates text entered at a field or textselected at a field.Examples: At the Value field, type a searchvalue, such as 01, for the lookup. In the Filter window, to delete afilter, select none at a filter'sColumn field.Italic fontIndicates references to other manuals.Example: For more information, refer to yourGetting Started Guide.Installation and System Administrator's Guide3

.Chapter 1 IntroductionInstallation OverviewRead this guide completely before installing or upgrading your Sage ERPMAS system. Before installing your Sage product, your hardware must beproperly configured, and the appropriate operating system software mustbe fully installed and operational. Incorrect configurations of protocols andservices running on the server can cause major delays in the implementation ofyour Sage ERP MAS system.The installation procedures in this document address Windows environments. For a complete listing of operating system requirements, seethe Supported Platform Matrix in the Support area of the Sage Online Website at: www.sagesoftwareonline.comIn this guide, you will notice references to MAS90 when dealing withinstallation paths or system file names for Sage ERP MAS 200 and Sage ERPMAS 200 SQL.In some parts of this guide, the Sage ERP MAS Integration Engine isreferred to simply as the Integration Engine.Contents of Product DVDThe Sage ERP MAS 90, 200, and 200 SQL product DVD contains thefollowing:NOTEThe installation DVDincludes setupprograms for threeSage ERP MASproducts; however,you will be able toinstall only theproduct for whichyour product key isvalid.4 Installation programs for Sage ERP MAS 90, 200, and 200 SQL. To accessthese programs, select a product from the Autorun screen. Installation program for SageCRM 7.1 Server. To access this program,select a product from the Autorun screen. Documentation for Sage ERP MAS products, which includes a PDFversion of this guide, as well as the Getting Started Guide and theCustomer Upgrade Guide. To access the documentation, select a productfrom the Autorun screen, and then click Documentation on the productscreen.Installation and System Administrator's Guide

.INSTALLATION OVERVIEW Installation programs for eBusiness Web Services and the Sage WebEngine. To access these programs, select a product from the Autorunscreen, and then select Productivity Applications. To access theinstallation guides for these products, select Documentation from theproduct screen. Documentation for SageCRM, which includes the Installation andUpgrade Guide and the System Administrator Guide. To access theSageCRM documentation, use Windows Explorer to locate theCRM\Documentation folder on the Sage ERP MAS product DVD. Productivity applications, such as Crystal Reports Designer andAcrobat Reader. To access these programs, select a product from theAutorun screen, and on the product screen, select ProductivityApplications.General Installation TipsKeep the following in mind when installing your Sage ERP MAS system: If your serial number includes leading zeros, be sure to include all zeroswhen typing the number. When specifying where to install Sage ERP MAS, do not nest adestination folder in folders named MAS90 or SOA. Installing Crystal Reports Designer is optional; however, it must beinstalled on the workstation if you want to create new reports andmodify existing ones (see Installing Crystal Reports Designer onpage 77).WARNINGDo not integrateyour purchasedmodules withnonregisteredmodules unless youplan to purchasethose modules. You can install modules that have not been purchased and access mostof them for 45 days before you are required to purchase and registerthem. The 45-day trial period begins the first time the module isaccessed. The eBusiness Manager, Custom Office, Electronic Reporting,and Visual Integrator modules must be registered before they can beaccessed. Modules that have been purchased are automatically selectedfor installation.Installation and System Administrator's Guide5

.Chapter 1 Introduction If you are upgrading, all modules installed on your source system mustbe installed on the new installation. After you have upgraded to thecurrent version, you can delete modules that are no longer needed. If the Customer Relationship Management module is installed, the SageERP MAS Integration Engine will also be installed.6Installation and System Administrator's Guide

Chapter 2Installing Sage ERP MAS 90Chapter 2Read this guide completely before installing and setting up Sage ERPMAS 90. A series of procedures must be completed for newinstallations. When upgrading a system, there are additionalpost-installation requirements for migrating existing data andconverting it to the current version.Installation RequirementsThe computer where you are installing Sage ERP MAS 90 shouldhave a minimum of 750 MB of free disk space, depending on thenumber of applications to be installed. Verify that you have 600 MB ofdisk space available for System Setup and Library Master, plus anadditional 15 to 25 MB for each module to be installed.For information on the specific operating system requirements, seethe Supported Platform Matrix in the Support area of the Sage OnlineWeb site at: www.sagesoftwareonline.comPre-Installation TasksPerform these tasks before beginning the installation process. If you are upgrading from a prior version, read the CustomerUpgrade Guide, which is available on the Sage ERP MAS productDVD. Verify that you have your packing list, which includes the serialnumber, customer number, user key, and product key, which arerequired to install Sage ERP MAS 90 for the correct number ofusers and to register the modules. This information is alsoavailable on the Sage Online Web page under Profile Mgmnt Products.Installation and System Administrator's Guide7

.Chapter 2 Installing Sage ERP MAS 90 Test and validate all of the hardware and network configurations usingthe following resources, which can be found in the Support area of theSage Online Web site at: www.sagesoftwareonline.com The Supported Platform Matrix The Integrated Solutions Compatibility Matrix The current support libraryWARNINGIf you are upgradingfrom version 4.30 orearlier, you mustinstall Sage ERPMAS 90 version4.50 to a newlocation and thenperform a parallelmigration to migrateyour existing data. If you are upgrading from Sage ERP MAS 90 version 4.40, determinewhether to perform a parallel installation or an in-place installation. If you will be installing the Sage Web Engine, verify that IIS is installedand running. If a prior version of the Sage Web Engine is installed for the eBusinessManager module, back up any customized templates in the IW folder toanother location, and then uninstall the Sage Web Engine. After the 4.50Sage Web Engine is installed, move the templates back to the IW folder. If you are installing the Payroll module, you must also install the PayrollTax Table. Failure to install the Payroll Tax Table will cause a FILEPRU.SOA NOT FOUND message to appear when Payroll is first set upfor a company. Third-party applications used with Sage ERP MAS 90 may require adrive mapping or UNC to the server where the data files are located.This drive must be mapped to a share point on the server above theMAS90 folder. Although Sage ERP MAS itself does not require a logicaldrive mapping, any application written to access the data files(including third-party or Sage developer partner applications) musthave a valid logon to the server and may require a logical drive mappingor UNC. If you are installing on a Windows server, review Considerations forInstalling on a Windows Server on page 14. If you are installing on a peer-to-peer network, review Considerationsfor Installing on a Windows Peer-to-Peer Network on page 15.8Installation and System Administrator's Guide

INSTALLATION PROCESS If you are installing SageCRM, create a Windows user account withpermissions to access both the server where Sage ERP MAS 90 will beinstalled and the SQL Server database. This account is used by theIntegration Engine to send data between the Sage ERP MAS 90 serverand the SageCRM server. You are asked to provide this informationduring the Sage ERP MAS 90 installation if the Customer RelationshipManagement module is selected for installation. For more information,see Installing SageCRM on page 43.Installation ProcessRun the Sage ERP MAS 90 installation wizard program to install a newinstance of Sage ERP MAS 90 or to upgrade your system from a priorversion. The installation wizard guides you through the installation.To install Sage ERP MAS 901Start Windows; if you are installing to a Windows server, run the Setupprogram from the Windows server, not from a workstation connected tothe server.2Close down other programs. Do not close antivirus, antispyware, andscript-blocking software unless it is actually interfering with theinstallation.3Place the Sage ERP MAS product DVD in the DVD drive.4If Autorun is enabled on the server, the Autorun screen appears;otherwise, select Windows Start menu Run and type D:\Autorun.exe,where D:\ is the DVD drive. The wizard must be launched from theAutorun screen, not from the individual setup files on the DVD.5On the Autorun screen, click Sage ERP MAS 90.6On the Sage ERP MAS 90 screen, click Install Sage ERP MAS 90.7Follow the steps in the installation wizard to install a new instance orupgrade an existing installation.NOTEWhen specifyingwhere to installSage ERP MAS, donot nest adestination folder infolders namedMAS90 or SOA.Installation and System Administrator's Guide9.

.Chapter 2 Installing Sage ERP MAS 90NOTEIf a message dialogbox appears askingyou to restart thecomputer, you mustdo so before theinstallation will befully functional.The time required for installing depends on the number of modulesselected. If several modules are installed, this process may take severalminutes.If you receive a message stating that no installation of Adobe AcrobatReader was detected, click OK to continue with the installation. After theinstallation is complete, the Sage ERP MAS 90 screen appears. ClickProductivity Applications, and then click Install Acrobat Reader to installthe application. For more information, see Productivity Applications onpage 13.Post-Installation TasksPerform the following tasks after installing Sage ERP MAS 90.101If you are upgrading, refer to your Customer Upgrade Guide.2Install any version 4.50 product updates available on the Sage OnlineWeb site at: www.sagesoftwareonline.com3If you plan to run Workstation Setup so that additional computers canaccess the Sage ERP MAS 90 installation, create a share at least onefolder above the MAS90 folder. This is required before runningWorkstation Setup. For more information, see Sage ERP MAS SecurityPermissions on page 145.4To run Microsoft Script links, you must have the Microsoft WindowsScript Host processor on your system. For information on installing theMicrosoft Windows Script Host processor, refer to the MicrosoftDownload Center Web site.5Install SageCRM if you plan to use that product (see InstallingSageCRM on page 43).6Run Workstation Setup on any workstations that will access the SageERP MAS 90 installation (see Workstation Setup on page 11).7Install optional productivity applications, such as Crystal ReportsDesigner, on each workstation as needed. Installing Crystal ReportsDesigner is necessary only if you plan to create or modify reports.Installation and System Administrator's Guide

WORKSTATION SETUP8If you are installing Federal and State eFiling and Reporting, you mustinstall it on each Sage ERP MAS workstation. For more information, seeInstalling Federal and State eFiling and Reporting on page 89.9Create companies and activate modules (see Creating and ActivatingCompanies on page 98).10 Create roles and user codes, and set up system preferences (see SettingUp Roles and Users for Security on page 104).11 Set up the modules for your companies. If you are converting yourexisting business management system to Sage ERP MAS 90, assemblethe data you need to set up each module. For more information, refer toyour Getting Started Guide.Workstation SetupNOTERun theWorkstation Setupprogram after everySage ERP MAS 90software upgrade.The Workstation Setup wizard installs the required software and commonprograms to the workstations that will access the Sage ERP MAS 90installation. The workstation installation wizard copies all of the necessaryDynamic Link Libraries, ActiveX controls, and other components to thelocal Windows\System folder and sets up the initialization files for theworkstation.Workstation Setup RequirementsFor workstation operating system requirements, see the SupportedPlatform Matrix in the Support area of the Sage Online Web site. Theworkstation hard drive should have a minimum of 750 MB of free diskspace. An additional 1 GB of disk space is required to install CrystalReports Designer; 1.5 GB is recommended. Installing Crystal ReportsDesigner is necessary only for creating and modifying forms and reports.If you have installed Sage ERP MAS 90 on only one computer, it is notnecessary to run Workstation Setup to access Sage ERP MAS 90 on thatcomputer; Workstation Setup is necessary only for additional workstationsthat will be accessing the installation.Installation and System Administrator's Guide11.

.Chapter 2 Installing Sage ERP MAS 90WARNINGThe WorkstationSetup wizard willrun only if it isexecuted from amapped drive letter.Do not run theWorkstation Setupwizard from a UNCpath or throughNetworkNeighborhood.Running Workstation SetupTo facilitate ease of installation, the Workstation Setup program should berun from the server where Sage ERP MAS 90 is installed; however, runningthe program from the product DVD may be faster for remote users.To run Workstation Setup1Close down other programs. Do not close antivirus, antispyware, andscript-blocking software unless it is actually interfering with theinstallation.2Map a drive letter to the share point above the MAS90 folder where theSage ERP MAS 90 server component is installed.3Perform one of the following to start the installation: To run the Workstation Setup wizard from the Sage ERP MAS 90server installation folder (the preferred method):a Use Windows Explorer to attach to the server share point whereSage ERP MAS 90 is installed, and locate the MAS90\Wksetupfolder.b Double-click Wksetup.exe to run the program; it takes a fewseconds to launch. To run the Workstation Setup wizard from the Sage ERP MASproduct DVD:a Place the Sage ERP MAS product DVD in the DVD drive. IfAutorun is enabled on the computer, the Sage ERP MAS Autorunscreen appears. If the Autorun screen does not appear, on theWindows Start menu, select Run, and type D:\Autorun.exe whereD:\ is the DVD drive.NOTEIf a message dialogbox appears askingyou to restart thecomputer, you mustdo so before theinstallation will befully functional.12b On the Autorun screen, click Sage ERP MAS 90.c On the Sage ERP MAS 90 screen, click Install Sage ERP MAS 90Workstation.4Follow the steps in the Workstation Setup wizard.Installation and System Administrator's Guide

PRODUCTIVITY APPLICATIONSIf you receive a message stating that no installation of Adobe AcrobatReader was detected, click OK to continue with the installation. After theinstallation is complete, the Sage ERP MAS 90 screen appears. ClickProductivity Applications, and then click Install Acrobat Reader to installthe application. For more information, see Productivity Applications on thispage.Productivity ApplicationsThe following third-party applications are required to perform certain taskson the workstation. These applications can be installed from theProductivity Applications screen on the Sage ERP MAS product DVD. Adobe Acrobat Reader is needed to view Paperless Office documents,the online user guides, the module report samples, and moduleoverview PDFs in the Help system. Crystal Reports Designer must be installed on each workstation wherereports will be created or modified. For more information, see InstallingCrystal Reports Designer on page 77.Third-Party Applications for SageCRMThe following third-party applications are required to perform certainSageCRM tasks on the workstation. Mail Merge Plug-In is required to use the mail merge functionality. Thefirst time a user encounters one of the features requiring the plug-in (forexample, the My CRM menu Calendar page displaying the DocumentDrop icon), they are prompted to download the plug-in. Instructions areprovided on-screen. The user must be an administrator or power user ofthe client machine to install the Mail Merge Plug-In. The client browsermust also be configured to accept plug-ins. Microsoft Office Applications are required for users who will be usingthe mail merge and document merge features supported by SageCRM;Microsoft Word and Excel should be installed on their workstations. Thedata upload feature accepts files in XLS format, created by MicrosoftExcel.Installation and System Administrator's Guide13.

.Chapter 2 Installing Sage ERP MAS 90 Microsoft Internet Explorer is required for users to access the SageCRMsoftware. Outlook Plug-In is required for SageCRM Outlook Integration. Userscan download the Outlook Plug-In from within SageCRM in the MyCRM menu Preferences tab. The user must be an administrator orpower user of the client machine to install the Outlook Plug-In.If installing SageCRM Outlook Integration in a Terminal Servicesenvironment, administrator rights are required on the Terminal Servicescomputer. All instances of Internet Explorer and Outlook must be closedto install the plug-in. At the time of the installation, exclusive access tothe server is required for each user. After the p

ERP MAS 90, Sage ERP MAS 200, and Sage ERP MAS 200 SQL. This manual also contains information and troubleshooting tips on the configuration of the various operating systems and environments in which the Sage ERP MAS software is supported. The instructions contain detailed technical information on the configuration ofFile Size: 1MB

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