Sage 100 Installation and System Administrator’s Guide

Sage 100 2021

Installation and System Administrator's Guide

March 2021

? 2021 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.

Business Objects? and the Business Objects logo, BusinessObjects?, and Crystal Reports? are trademarks or registered trademarks of Business Objects Software Ltd. in the United States and in other countries. Business Objects is an SAP company.

Microsoft? and Microsoft SQL Server? are either registered trademarks or trademarks of the Microsoft Corporation in the United States and/or in other countries.

The names of all other products and services are property of their respective owners.

Contents

Chapter 1 -- Introduction 1

How to Use This Manual 1 Graphic Conventions 1 Text Conventions 2

Installation Overview 2 Contents of Installation Programs 3 General Installation Tips 3

Chapter 2 -- Installing Sage 100 Standard 4

Installation Requirements 4 Pre-Installation Tasks 4 Installation Process 5 Post-Installation Tasks 7 Workstation Setup 8

Workstation Setup Requirements 8 Running Workstation Setup 9 Sage 100 Payroll 9 Sage Intelligence Reporting 9 Installing Sage Intelligence Reporting 10 Setting Up Sage Intelligence Reporting 10 Considerations for Installing on a Windows Server 11

Chapter 3 -- Installing Sage 100 Advanced 13

Installation Requirements 13 Pre-Installation Tasks 13 Installation Process 15 Post-Installation Tasks 16 Workstation Setup 18

Workstation Setup Requirements 18 Running Workstation Setup 18 Multiple Installations 19

Adding a Server to Existing Workstation 19 Selecting a Server 19 Editing, Adding, and Removing Servers 20 Aliasing a Server 20 Setting a Default Server 20 Sage 100 Payroll 20 Sage Intelligence Reporting 21 Installing Sage Intelligence Reporting 21

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Contents

Setting Up Sage Intelligence Reporting 21

Chapter 4 -- Installing Sage 100 Premium 23

Installation Requirements 23 Microsoft SQL Server Runtime Edition 23

SQL Server Installation Types 24 Microsoft SQL Server Runtime Edition Installation Process 24 Pre-Installation Tasks 25 Sage 100 Premium Installation Process 26 Post-Installation Tasks 27 Workstation Setup 29 Workstation Setup Requirements 29 Running Workstation Setup 30 Multiple Installations 31

Adding a Server to Existing Workstation 31 Selecting a Server 31 Editing, Adding, and Removing Servers 31 Aliasing a Server 31 Setting a Default Server 32 Sage 100 Payroll 32 Sage Intelligence Reporting 32 Installing Sage Intelligence Reporting 32 Setting Up Sage Intelligence Reporting 33

Chapter 5 -- Installing Sage CRM 34

Pre-Installation Tasks 34 Installation Process 35 Post-Installation Tasks 35 Upgrading Sage CRM 36

Upgrading From Sage CRM 7.3 or Later 36 Upgrading From Earlier Versions of Sage CRM 37 Upgrading from Extended Enterprise Suite 1.4 38 Upgrading from Extended Enterprise Suite 1.3 or prior 38 Resetting the Tomcat Port Number for Quick Order Entry 38 Integrating Sage CRM 2021 R1 39 Installing Quick Order Entry 39

Chapter 6 -- Uninstalling and Reinstalling 41

Overview of Uninstalling Process 41 Uninstalling Sage 100 41 Uninstalling the Workstation Component 43

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Uninstalling Sage CRM 43 Reinstalling Sage 100 44 Reinstalling Sage CRM 45

Changing an Existing Sage CRM Installation 45 Reinstalling the Workstation 45

Chapter 7 -- Using the Application Server 47

Application Server Overview 47 Configuring the Application Server 47 Turning Off the Application Server 48 Configuring as a Service 48

Advanced Features 50 Session Tracking 50 SSL Encryption 50 Generating an SSL Certificate 51

Chapter 8 -- Configuring the Client/Server ODBC Driver 52

Server-Side Configuration 52 Running as an Application or Service 52 Configuring the Server 52

Workstation Configuration 54 Sharing Permissions 55

Chapter 9 -- Installing SAP Crystal Reports Designer 56

Installing SAP Crystal Reports Designer to the Workstation 56 Modifying SAP Crystal Reports in Sage 100 Premium 57

Set up an OLE DB (ADO) Connection 57 Converting SAP Crystal Reports from a Prior Version 57

Converting Reports 57 Converting Reports for Sage 100 Premium 59

Chapter 10 -- Installing Federal and State Tax Reporting 61

Overview 61 Installing Federal and State Tax Reporting on a Workstation 61 Share and NT File System (NTFS) Permissions 62

Chapter 11 -- Setting Up Credit Card and ACH Payment Processing 63

Installing Paya Connect Desktop 63 Considerations for Using Paya Connect Desktop 63 Enabling Credit Card and ACH Payment Processing 64

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