Sage 100 Advanced 4.40 Installation and System ...

Sage MAS 200 ERP

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retired

42NIN940-0110

? 1998-2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. Crystal Reports is the registered trademark and technology of Business Objects SA. All other trademarks are the property of their respective owners.

Rev 01

Contents

Chapter 1 -- Introduction 1 Overview of Sage MAS 200 1 How to Use This Manual 3

Graphic Conventions 3 Text Conventions 4

Chapter 2 -- Installing Sage MAS 200 5 TCP/IP Protocol 5

Basic Configuration 5 Server Installation 7

Installation Process 7 Installing Sage MAS 200 9 Running the Sage MAS 200 Server Setup Program 11 Reinstalling the Server 20 Selecting Installation Options 21 Workstation Setup 23 Running Workstation Setup 23 Reinstalling the Workstation 34 Selecting Installation Options 35 Multiple Installations 36 Selecting a Server 36

Editing, Adding, and Removing Servers 37 Aliasing a Server 38 Setting a Default Server 38

Chapter 3 -- Using the Application Server 39 Application Server Overview 39

Configuring the Application Server 40 Turning Off the Application Server 42 Configuring as a Service 42 Advanced Features 46 Session Tracking 46 SSL Encryption 46 Generating an SSL Certificate 48

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Chapter 4 -- Configuring the Client/Server ODBC Driver 49 Client/Server ODBC Overview 49 Server-Side Configuration 49

Running as an Application or Service 49 Configuring the Server 50 Workstation Configuration 53 Configuring the Workstation 53 Sharing Permissions 54

Chapter 5 -- Installing Crystal Reports 55 Crystal Reports Overview 55

Installing the Design Environment 55 Installing Crystal Reports to the Workstation 56 Installing and Configuring Crystal Reports Server 60 Installing Crystal Reports Server 61 Configuring Crystal Server 67 Configuring the Virtual Directory 68 Configuring Sage MAS 200 69 Modifying and Printing Forms 70

Chapter 6 -- Installing Federal and State eFiling and Reporting 71 Federal and State eFiling and Reporting Overview 71

Installation Considerations 71 Installing to the Workstation 72 Share and NT File System (NTFS) Permissions 74

Chapter 7 -- Setting Up Credit Card Processing 75 Overview of Credit Card Processing 75 Sage Payment Solutions 75 PCCharge Payment Server 75

Installing the PCCharge Payment Server 76 Accessing the Payment Server Manual 78 Support and Upgrades 78

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Chapter 8 -- Advanced Features and Troubleshooting 79 Remote Access 79

Remote Access Server (RAS) 79 Wide Area Networks (WAN) 81 Performance Over RAS/WAN 81 Virtual Private Network (VPN) 82 Pinging to a Server or Workstation 82 Configuring the Workstation for the ODBC Driver Service 82 Uninstalling Sage MAS 200 83 Uninstalling the Server Component 83 Uninstalling the Workstation Component 85 Hanging Processes 86 Detecting Existing Processes 86 Ending Tasks 87 Increasing Default Limits Set by Windows Server 88

Chapter 9 -- Performing System Startup 89 Starting the Software with No Security 90

Edit Default User Settings 91 Starting the Software with Standard Security 92

Performing Administrative Tasks 93 Creating and Activating Companies 94

Company Activation 94 Copying a Company 97 Pre-Migration 99 Verifying and Correcting General Ledger Data 99 Balancing Inventory Data 100 Parallel Migration 101 Migrating Level 3.x Data 101 Migrating Version 4.x Data 112 Converting Data Files to the Current Level 123 Converting Data Files 123 Sales Order Report History Printing Utility 125 Setting Up Roles and Users for Security 126 Defining Roles 127 Creating Users and Assigning Roles 131 Copying a User 134

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