SAP Business One; Step-by-Step Guide for Installation, configuration on Virtual Machine


Published on

This guide is very helpful for “SAP Business One” learners. I have explained – Installation of Server, Installation of SQL Server2005, Installation of client, Post installation important steps, how to setup new company in SBO and few common SBO problems.
I trust you will enjoy this step by step guide and its great learning experience.

(Nasir Gondal)

Published in: Education
No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

SAP Business One; Step-by-Step Guide for Installation, configuration on Virtual Machine

  1. 1. SAP Business One 2007A (Nasir Gondal) Installation Step by Step In this guide we try to explore SBO. We used virtual machine for installation, the host OS was Windows 7 (64 bit) and guest OS Server 2008 R2 (64 bit). This guide will explain the installation of virtual machine, installation of SBO, installation of SQL server, SBO client and the post installation tasks. 1|Page
  2. 2. Table of Contents 1 Virtual Machine Installation 3 o Step by step 2 SBO Installation prerequisites 15 o Minimum requirements o Site preparation o Required Software 3 SAP Business One 2007A Server Installation 17 o MS SQL server o Default Add on 4 SBO Client Installation 29 5 Post Installation Tasks 34 o Backup configuration o EWA configuration o Integration Service Configuration o Event Sender Service Configuration o DI Server o License Installation 6 Company Setup 46 7 Common Problems 51 o Default Language 8 References 522|Page
  3. 3. VIRTUAL MACHINE:It’s a good option if you don’t want to mess-up your computer or acquire a dedicatedmachine to run your application. The following are most popular virtual machines.  Oracle Virtual box  MS Virtual PC  VM-Player will discuss Virtual box here and will illustrate the installation step by step.The latest release from Oracle Corp: is VirtualBox 4.0.4 (for different hosts likeWindows, Linux, Solaris and OS X - Mac)It’s totally free and you can download it from:- (Size: 77.2MB)Let’s perform a step by step installation. 1. Double click on “VirtualBox-4.0.4-70112-Win.Exe”, you will see the Welcome message. Press NEXT and go to step # 2 2. You need 116Mb of free space and a minimum 2GB of RAM to run this application. You can choose the installation location and customise the components. As shown in this screen (this is the default configuration)3|Page
  4. 4. If you want to customise the standard settings, go ahead and make changes but ifyou are pretty much agree with defaults - press NEXT and proceed to step # 3 3. Asking to create shortcuts for you – change as you like and press NEXT for step # 4 4. Warning message for the network interface – This step will inform you that the network connection will be temporarily disconnected. Press YES and proceed to Step # 54|Page
  5. 5. 5. Ready to install message – press INSTALL to begin the installationOracle Corp: serial bus driver installation dialog. Press INSTALL to proceed5|Page
  6. 6. 6. Final step and the last screen. Press FINISH to finalise the VirtualBox installation on your computer.CONFIGURING THE MACHINE:Double click on VirtualBox shortcut to load the VirtualBoxmanagerIn VirtualBox, click on NEW – the new machine setup wizard will be launched andguide you through the steps.The first step is to choose the Guest OS. VirtualBox offers a comprehensive list ofOperating Systems, we have to choose one from the drop down list:6|Page
  7. 7. o Microsoft Windows o Linux o BSD (Unix) o Solaris o IBM OS/2 o Mac OS X o OtherIn our case – I am going to install Server 2008 64bit so select the Vendor Name andOS Version from the drop down list. Provide a name for this machine, in my case –“Server 2008 for SBO”The next step is toselect the amount ofdedicated RAM forthe proposedmachine. It alldepends on youravailable physicalRAM in the hostmachine.7|Page
  8. 8. VirtualBox will make a virtual disk to use with your machine. You can create a newdisk or can use an existing one – remember to mark it bootable because it’s yourprimary hard drive in the machine.Press NEXT to proceedWelcome message from the virtual disk creation wizard.Choose the hard drive type – Dynamic / expandable or fixed-size storage. TheDynamic disk is created with minimum blocks of actual hard drive and expands insize with use. Fixed-size occupies the whole block at once to maximum limits.8|Page
  9. 9. Label your virtual drive and choose a path to save your V-Drive and you cancustomise your drive size.Final summary of your proposed virtual disk. In the summary view, you can see thedrive type, size and path. Press FINISH to create the virtual drive.9|Page
  10. 10. The next step is summary of the virtual machine – It shows the machine name, OStype, base memory and drive size.Again press FINISH to create the machine – it will take couple of minutes to makethe Machine ready (speed depends on the host Processor and RAM).The VirtualBox manager always shows you a list of available machines and whenyou scroll down to a specific machine, it shows you the configuration of the machine.You can also can change your machine configuration any time. It’s simple and easy– chose your machine and click on the Settings option from the main menu.10 | P a g e
  11. 11. A beautiful feature of VirtualBox is that you can create identical machines in no time.Its simple and easy - Go to FILE and then Export Appliance Wizard. Follow theprompts to make an export package. In the same way you can import applications tomake a new machine.To change the configuration of an existing machine, select the machine from the listof available machines. Press setting button and you will see the configuration menuI am just dumping few screen shorts. They all are pretty much self explanatory andfor complete documentation you can refer to the VirtualBox documentation, which isinstalled on your computer or go to | P a g e
  12. 12. 12 | P a g e
  13. 13. 13 | P a g e
  14. 14. 14 | P a g e
  15. 15. What is SBOThe SAP Business One application is an affordable, comprehensive solutionthat provides functionality for every core process you need to run your entirebusiness. SAP Business One supports Sales, Customer RelationshipManagement (CRM), Purchasing, Inventory, Operations, Financials, andHuman Resources without the need for separate installations and thecomplex integration of multiple modules.This is specifically designed for small businesses, SAP® Business One is asingle, affordable application for managing your entire business with greaterclarity, including financials, sales, customer relationships, and operations. Ithelps to streamline your end-to-end operations, gain instant access tocomplete information, and accelerate profitable growth.Business Challenges:  Find time to focus on growing your business  Access the right information to make key decisions  Build and maintain closer customer relationships  Minimize duplicate data entries, errors, and delays  Optimize cash flow for business needsKey Features:  Accounting and Financials – Manage your General Ledger, Journals, Budgets, and Accounts Receivables and Payables  Sales and Customer Relationship Management – Manage the entire sales process from first contact to closing the sale and from customer data management to after sales support  Purchasing and Operations – Control the entire procurement process  Inventory and Distribution – Manage inventory across multiple warehouses and locations, and track and record stock movements  Reporting and Administration – Create, manage, and distribute reports that help foster clarity in your businessBusiness Benefits:  Spend more time growing your business using newly streamlined operations instead of reacting to the details of day-to-day tasks  Respond quickly to customer needs by instantly accessing the information necessary to make confident business decisions  Eliminate redundant data entry and errors with a single, integrated system that improves process efficiency, minimizes costs and delays, and strengthens your bottom line  Form closer customer relationships via centralized information that makes it easier to manage customer communication and sales contracts  Lower your technology costs and achieve faster time to value by using a system that can be implemented quickly, is uncomplicated to maintain, and minimizes end-user training15 | P a g e
  16. 16. Machine requirements and supported Operating Systems:Site preparation:  This topic is out of scope, but you should always update your OS to the latest service pack and apply the latest hot fixes before you proceed.  Install your favourite antivirus software and keep it update  Update your firewall and open recommended ports for SBO communication  Make a restore point or take a backup and/or backup your system registry before you proceedWhat Software is needed? 1. SAP Business One 2007A1 or SAP Business One 8.81 2. Microsoft SQL Server Enterprise Edition 2005 or 2008 1. SAP Business One 2007A supported (USA, Canada, Australia, Germany, Spain,...) SAP Business One 2007B cover (Brazil, China, India, Singapore, Korea and Japan …..)16 | P a g e
  17. 17. How to install SBOIn this release, MS-SQL is the default database shipped with SAP Business One2007A. We can proceed with the installation with the following options:- 1. Install SBO & MS-SQL in consecutive manner 2. Install MS-SQL Server prior SBOBoth methods are fine as the ultimate goal is a successful installation of SBO.Whatever option you decide, use the following values in MS-SQL:-At the moment I would like to go with default installation option - 1 1. Login as Administrator or power user (with Administrators privilege). 2. Insert DVD of “SBO B1 2007A” – Main Menu (Fig:1) will pop up automatically because its auto-run but if not, double click on your DVD from “My computer”, open the AUTORUN folder, and double click on “Autorun.html”17 | P a g e
  18. 18. The main menu (Fig: 1) offers four options:-  Installation (for Server or Client software)  Browse CD/DVD  Read ME  DocumentationWe will proceed with Installation.Next screen (Fig: 2) has twooptions – SERVER or CLIENT.At the moment we will proceedwith Server.And later on Client – once theServer installation is complete. The System will automatically detect whether MS-SQL is already installed? If you want to go with another DB (DB2 or Oracle) select SKIP from the DBO installation. Click INSTALL, as we want to install SQL SERVER because it’s our fresh installation.18 | P a g e
  19. 19. Next screen (Fig:04)The default installation path willappear. You can edit it – simplytype a new installation path orpress the BROWSE button tochoose a new location.Don’t press INSTALL until youreplace the SQL SERVER - DVDWhen done wait for a while andpress INSTALL to go aheadChange DVD – Microsoft SQL Server 2005“SQL SERVER 2005”- Licenseagreement screen (Fig: 05), acceptthe terms and conditions and pressNEXT button.Remember without acceptingterms and condition we can’tproceed. Next screen (Fig: 06) is simply for information – Click INSTALL and go ahead to next dialog (Fig: 07).19 | P a g e
  20. 20. The next screen (Fig: 07) is againinformation dialog, press NEXT toproceed. Actually from this point (Fig: 08) – The Server installation will take place. Press NEXT to proceedMS-SQL Server will check necessarycomponents to proceed withinstallation.If this check is successful you will see Fig:09 – This dialog shows all details ofsupported components present on yourmachine.If you got zero errors and a greenSUCCESS tick – press the NEXT button toproceed Fig: 10 is a detailed warning message – If you are keen for detail press on the blue message and you will get it.20 | P a g e
  21. 21. Here is the registration screen(Fig:11).Name: Your NameCompany: Your Company NameLicense Key: 25-Character longIn our case license key isembeddedPress NEXT button to proceed.On next screen (Fig: 12) we willchoose SERVER components toinstall - as SAP guided we will takeonly two options (See Fig: 12): 1. SQL Server Database Services 2. Workstation Components, books and development toolsFor Advance options please look into fig:-13 . Advance options gives us control tochange installation path and canchoose among various components.“DISK COST” button shows availabledisk space and required space forproposed installation.BROWSE and DISK COST will bring theirrespective information – as shown here.21 | P a g e
  22. 22. Next step is to give a name to theDatabase Instance (fig: 14). The defaultname is MSSQLSERVER or you can change itas you like. Press NEXT button and you willreach Fig: 15. As we are installing SBO so we will select as shown in Fig: 15 and press NEXT. Choose Mixed Mode and type thesuper user password (SAPB1Admin). As shown in fig:16 and press NEXT. Choose as illustrated in Fig: 17 – as its recommended by SBO Press NEXT to proceed22 | P a g e
  23. 23. Fig: 18 - Error and Usage report settingdon’t tick/check any option simplypress NEXTThe Installation summary (fig: 19) willappear for your information and review.Press INSTALL to proceed.During installation there are couple of dialogs to keep you informed like fig: 20 & 21Fig:20 – Compatibility issue of VisualStudio 2005. The reason for thisincompatibility is, I am using 64-bitplatform and “Visual Studio” is 32-bitapplication. Dialog is offering twooptions – 1st CHECK FOR SOULTIONSONLINE and 2nd RUN PROGRAM.(Microsoft offers a few patches to fixthis compatibly issue)23 | P a g e
  24. 24. Setup progress information screen(fig: 21) will appear. Press NEXT andproceed to the final screen (fig: 22). Press FINISH – congratulations you successfully completed the MS-SQL installationChange DVD - SAP Business One 2007AWhen you insert the SBO DVD you will see Fig: 1, 2, and 3 (as you are familiar with it).After pressing the INSTALL button on fig: 3 – the next screen will appear like fig: 23.You have two options with theSBO installation, 1. TYPICAL 2. CUSTOMIZETYPICAL is appropriate for mostinstallations – Its pretty straightforward.CUSTOMIZE will give you aflexible installation where youcan choose components andchange the default installationpath.24 | P a g e
  25. 25. Whatever installation path youtake, the following componentsare mandatory to make SBOoperational.  Business One 2007  Server Tools  Add-on Outlook . . .It’s recommended to go with atypical installation toautomatically install all threeapplications without selectingeach individually.A screen like Fig: 24 will appearto install the first Application“SAP Business One Server”, ashighlighted red in fig: 24.Next step is screen fig: 25 - pressthe NEXT button to proceed withthe installation.User and company information isrequired on screen fig: 26.Press NEXT to proceed25 | P a g e
  26. 26. “Business one 2007” offers three ways to go - Typical, Compact or Custom. This isone of the core components of “SAP Business One 2007”, it comprises of 1. System Database (Common Database) 2. Demo database (Country dependent) 3. Server components 4. SAP Add-on 5. HelpIn Custom Installations youhave the option to chooseamongst the given options butremember that “Systemdatabase” and “Servercomponents” are essential torun the system.If you decide to go withCompact installation – Only“System database” and “Servercomponents” will be installedTypical installation will install all above mentioned components silently.Anyway I am assuming that youwill go with TYPICAL option.Press NEXT and screen (Fig: 28A)will appear. It’s actually aconfirmation of the databaseyou installed.If a database is installed onyour system (as we have done),the installer will ask for server-Type. If you have more thanone database installed on yoursystem then a drop down menuwill show a list of installeddatabases. Or you canoverwrite the type of yourdatabase. In our case “MSSQL_2005”, press NEXT to proceed.You will screen like (Fig:28B) - You must enter database credentials.26 | P a g e
  27. 27. Server Name: [Local]User Id: saPassword: SAPB1Admin (As we set during DB installation)Press NEXT to proceed.If you decide to go with CUSTOM or COMAPCT option in “Business One 2007” thebelow menu will appear (Fig:29)- You can select desired components.Again press NEXT on screen (Fig: 30) to start copying files to you your computersystem.27 | P a g e
  28. 28. The installation process can take around 5 – 10 minutes (depend on your machine).Various information screens will appear and the installation will keep going.Unfortunately you will face two error messages during the installation as shown infig:31. Simply press OK. I can’t judge the reason of this error – but this will not affectinstallation process or functionality of SBO - Error databases will also be installed andthey all are operational and working..The final screen (fig: 32) will appear, press OK to finish the installation process.28 | P a g e
  29. 29. CLIENT INSTALLATION:Insert DVD of “SBO B1 2007A” – Main Menu (Fig:1) will pop up automatically, if not,double click on your DVD from “My computer”, open the AUTORUN folder anddouble click on “Autorun.html”Follow steps as shown in fig: 33,34 & 35Fig: 35 is showing two options: 1. Business One Client Application 2. Optional ComponentsWe have to install SBO client so at the moment we are going with option-1 and lateron I will explain option-229 | P a g e
  30. 30. Click for option-1 and you will seescreen like fig:36Click on INSTALL and you will see thenext dialog (Fig:37).Dot Net 1.1 framework is essential to runClient software. This information box isasking to install .Net 1.1 frameworkClick YES to proceed with theinstallationNext dialog (fig:38)will appear – its actually compatibility information (I am running64-bit OS and .Net is 32-bit, Microsoft has released a patch to fix this issue). Anywaypress RUN PROGRAM button and go ahead.30 | P a g e
  31. 31. Next screen (fig: 39) is the License agreement from Microsoft – Select "I agree" andpress the INSTALL button.It will take couple of minutes to install and whendone you will be informed.When you acknowledge by pressing the OKbutton, the next screen fig: 40 will appear –Simply press NEXT to proceed.31 | P a g e
  32. 32. Type User & Companyinformation on the screen likeFig: 41 and press NEXT If the default installation path is accepted press NEXT otherwise enter a new installation path and press NEXT – as shown in fig: 42Choose your program folder andpress NEXT as shown in fig : 4332 | P a g e
  33. 33. A warning message will popup – read itand acknowledge by pressing OK Finally the screen Fig: 44 will appear to inform that the installation is finished. Press the FINISH button to acknowledge the installation completion process. On successful completion of this installation the “SAP Business One” icon will be on your desktop.Client Optional ComponentsOptional components are beyondthe scope of this documentation.33 | P a g e
  34. 34. POST INSTALLATION TASKS:Before you move forward the most important step is “SAP Service Manager”. Thisshould be on your server; it manages all server related services like: 1. Early Watch Alerts 2. SBO Backup 3. SAP Business EventSender service 4. SAP Business One integration Service 5. SBO DI Server 6. License Manager 2007How to check if the Service Manager is running on your SBO server?If you find the following icon in your system tray, the Service Manager is up andrunning. If not, run setup.exe from the “packagesserver tools” folder on yourinstallation CD. e.g. “…..PackagesServer ToolsSetup.exe”When you find the service manager icon in yoursystem tray, right click on it and open “Open SAPBusiness One Service Manager”. As shown hereThe Service Manager console will appear:In the Console Manager interface, we haveserver (localhost name), Service name andstarting style like start service by yourself or atstarting of computer.Control panel – Play, Pause and stop controlService controlling tasks like schedule, setting,connection and database.34 | P a g e
  35. 35. You can choose service from the dropdown list and the controls will stay the same like play, pause and stop. It might be possible via the Settings buttonto apply changes according to the service type.EARLY WATCH ALERT:This service will help you prevent unexpected system down (not for fast disaster), thisservice will send you all kinds of serious alets before it get worse and stops your server.The Early Watch service collects SBO healthdata in a generated report. This report can besent to the System Administrator asconfigured.Alters can be scheduled to run and to sendSpecific data - Daily - Weekly - MonthlyDatabase connection settings needs someinformation for the connection like:-Database type: SQL/MySQL or OracleDatabse Server: Local or IP address of DB serverDatabase super username: saDatabase user password: SAPB1Admin35 | P a g e
  36. 36. After establising connection, choose the database you want to watch.Press the database button and tick the data from the given list.By pressing the “Setting” button onthe Early Watch alert serviceconsole, you will reach to this screen.Here you have the option to dispatchreport by email to given addresses.Enter super username and password,the remaining options are selfexplanatory.Write log, allows you to save the fileon given path or display aftergenerating the report and so on.What event suits to your need choseand press OK to save the changesyou made.SBO BACKUP:With the help of this service we canautomate the backup task. Here is ascreen dump of backup service console.Again a control panel with play, pauseand stop. Service startup option atcomputer startup.Four buttons for Advanced Configuration.I will expalain each configuration button.The Scheduler is exactly the same as theService setup. So I am not going to repeatit again and again with each serviceSet the path of backup directory forpermament storage and for temorarystoge of temp files.36 | P a g e
  37. 37. Again database connetion setting to retreivethe data for the report production. It samethroughout the setup so I am repeating itagain and again.Tick the database in which you are interested,list of all available database lists will bedisplayed here. You can choose more than onedatabase.SAP BUSINESS ONE EVENTSENDER SERVICE:As I mentioned before few setting are samefor all services like schedule, connectionand database. Most of the time settings aredifferent for each service.So for this service I am dumping screenshort, pretty straight forward and selfexplanatory.37 | P a g e
  38. 38. 38 | P a g e
  39. 39. 39 | P a g e
  40. 40. SAP BUSINESS ONE INTEGRATION SERVICE:The remaining services have similarsetup settings. Self explanatory screenshots are attached.40 | P a g e
  41. 41. 41 | P a g e
  42. 42. 42 | P a g e
  43. 43. SBO DI (DATA INTEGRATION) SERVER:Data Intergration is one of the corecomponents for SBO. It performs theintergration tasks across various modules.Screen shots are attached here.43 | P a g e
  44. 44. LINCENSE MANAGER 2007:This is the most important service. Forthe first 30 days you can use SBO freebut after the trial period expires, youmust obtain a license otherwise youcan’t connect to the database orperform any task.Licence setting screen shots areprovided here.If you installed a valid license onanother server, the connection servicecan pick it up if you provide thenecessery datails such as server nameor server IP. The default port is 30000The Settings section of the Generalsettings can retreive system number,installation number and harware keywhen succesfully connected to licenseserver.If you have a license key file on yourcomputer, you can import it with thehelp of this section. First press thebrowse button (red color) and thenpress the “import license file” button.The SAP license key is not like Microsoft Wndows 25 charcter long key. For the SBOlicense you have to create a hardware signature of your server and send it to SAP AG.They will in turn create a license key on the basis of the harware signature provided.44 | P a g e
  45. 45. If you change your harware you require a new license key. For more information pleasevisit SAP AG web site. COMPANY SETUP IN SBOThe scope of this guide is to provide a typical company setup in SBO. The detaileddiscussion of modules is beyond the scope of this guide. For the complete details ofmodules, please refer to the documents provided with this software or visit the companyweb site access the SBO you should have the client software installed on your computer. Afterestablishing a connection to SBO, the following screen will appear.Press the “Change Company” button. On the subsequent screen, press the “ChangeServer” button to establish a connection with database server. In my case its MS-SQL asyou can see in “Current Server”45 | P a g e
  46. 46. Provide the server credentials toconnect to the server, in my case Iput super user “sa” and SAP givendefault password “SAPB1Admin”On successful connection, the available database in server will appear as shown below:Press the “New” button to create a new database for my proposed company.Type your company name and provide a name for your database. Each country has itsown accounting system (charts of account), SBO has a comprehensive list of countries.When you will select country, SBO will automatically pick the COA and other companyrelated settings. You can still define customized accounts by choosing the “User-46 | P a g e
  47. 47. Defined” option. The other important step is to define the posting period for yourcompany. By pressing the posting button (green highlighted), you will see the nextscreen.Type all the necessary informationinto the posting period screen andpress the “continue” button.Now your SBO is ready to create a newcompany database and all requiredstructure as per the provided credentials.Simply press “OK” and give the go aheadto your SBO. It will take a while tocomplete the creation process.As per the screen shot, thenew database is ready to use.Select the desired databaseand click “OK” to proceedwith the company database.47 | P a g e
  48. 48. Note: You may see an SBO license dialog screen. In this case make sure that theService manager is running and the License service is started. Insert the IP address ofyour license server or localhost if it is all on one machine. The default port is 30000.If your credentials are not accepted as per the next screen shot, you may have anexpiredlicense.If successful, you will see the following screen shot.In the above screen you can notice that we have,main menu on the top, next is tool bar. Then the“side main menu” and the message bar in thebottom.I have attached the “Side main menu” for a closerlook. This menu displays the current database(Victoria Uni), current user (Manager) and astandard menu with three tabs. I have highlightedthe tabs and other information with differentcolour.48 | P a g e
  49. 49. I will explore the Administration menu, but the remaining menus are module specificand beyond the scope of this article.The expanded Administration menu is attached below. All tasks and submenus are selfexplanatory. For detailed info visit | P a g e
  50. 50. 50 | P a g e
  51. 51. COMMON PROBLEMS:NON ENGLISH LANGUAGE ON FRESH INSTALLATION:May be you face this problem after installing SBO client. Some language other thanEnglish, as shown hareSOLUTION # 1:Close the client and go to“%programsfile%SAPSAP BusinessOneGUI” folder, deleteall other languages otherthan English. Rememberthat the language fileextension is .LRF or makeanother folder and moveunwanted LRF files tothat folder.Launch client and you will see the problem fixed.SOLUTION # 2:CLIENT SIDE SOLUTION: - Remove the Client using Add/Remove Programs - Remove the SAP Business One Folder from the C:Program Files - Remove all files from %temp% - Remove all files from Prefetch Files - Remove all files from Recent files - Remove all files from Recycle binSERVER SIDE SOLUTION:Take a complete backup of all database. - Remove Client using Add/Remove Programs - Remove the SAP Business One Folder from C:Program Files - Remove all files from %temp% - Remove all files from Prefetch Files - Remove all files from Recent files - Remove all files from Recycle bin Restart the System and re-install the SAP Client51 | P a g e
  52. 52. REFERENCES:SAP. (AG). SBO 2007 Installation. Available: (AG). Knowledge warehouse. Available: (AG). SBO 2007 help. Available: Corp. Virtual Box ALL SCREEN SHORTS ARE TAKEN BY AUTHOR OF THIS GUIDE USING THE TRIAL VERSION OF SBO 2007A52 | P a g e