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Sage Summit 2013: Sage 300 ERP - Environment Setup and Configuration Tips and Tricks


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The following slides will show you some setup and configuration tips and tricks when it comes to setting up your Sage 300 ERP environment. Key topics covered include web servers, web deployment, connected services, environmental hazards, optimization for multiple companies, location access, and much more.

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Sage Summit 2013: Sage 300 ERP - Environment Setup and Configuration Tips and Tricks

  1. 1. Sage 300 ERP Environment Setup and Configuration Tips and Tricks
  2. 2. CPE Credit • In order to receive CPE credit for this session, you must be present for the entire session. – Session Code: P-65 – Recommended CPE Credit = 1 – Delivery Method = Group Live – Field of Study = Specialized Knowledge and Applications • Visit the Sage Summit Connect kiosks to enter CPE credit during the conference.
  3. 3. Introduction • David Crampton Customer Support Specialist • Learn tips and tricks for setting up and configuring complex environments for Sage 300 ERP. We will discuss key topics such as Web Servers, Web Deployment, connected services, environment hazards, optimization for multiple company and location access, and much more. • Follow Sage 300 ERP Customer Support: @sage300erpcs
  4. 4. Agenda • Microsoft SQL 2012 Server • Web Deployment • Web Portal • Firewall, Permission and Security • Terminal Server • SQL Server Maintenance
  5. 5. Microsoft SQL 2012 Server • Sage 300 ERP 2012 supports SQL Native Client 10 & 11 • Improved Finder when using SQL Case-Sensitive Collation o SQL_Latin1_General_Bin v SQL_Latin1_General_CP1_CI_AS o If you use Microsoft SQL with case-sensitive collation, you can now set up the Finder to show records in search results that do not exactly match the case of text you enter in the Filter field. To set up the Finder so that search results include all case variations of text you specify: o In the Sage 300 ERP Runtime folder, edit a4w.ini. o Under [A4WSQLS], add "ForceCaseInsensitiveLike=yes". o This is included in 2012 PU1, 6.0 Product Update 2 and 5.6 PU 4.
  6. 6. Web Deployment on Windows 2008 Server • Roles o Web Server (IIS) • Select all options in Application Development • Anonymous User o Full Rights to the ERP 300 Programs & Sharedata Folder • Sign on Manager o Ports • 9000-9180 – Use “telnet” to test weather ports or open. • A4wossup2.exe Smdotnet.exe • Ensure that old .NET Libraries are uninstalled prior to upgrading.
  7. 7. Web Portal • Opening the Portal Page no Sign On o Error 404 - KB#210-31903 • Tomcat does Not Start o Reboot Server o Version of Java – Update/Roll Back  If possible avoid installing “automatic java downloads” instead visit Java website directly to download Java Updates. • Company List Does Not Show o Permissions - orgs file located in the <Shared Data>SITE folder
  8. 8. Web Portal • 2012 Web Program Files – Located in C:Program Files (x86)Common FilesSageSage 300 ERP • Upgrade concerns: – Make sure you remove the 6.0 Portal Files (uninstall 6.0 and rename the C:Program Files (x86)Common FilesSageSage Accpac folder) prior to installing 2012. – Delete the Portal Database and have the system recreate the links when portal is setup in 2012. – We have found that if a combination of 6.0 and 2012 Portal files are on the same machine, presents problems with Portal.
  9. 9. Firewall, Permission and Security • Firewall o Inbound & Outbound Rule • SQL 1433 or whichever port SQL Instance is configured for. • Web Deployment • Permissions o Sage 300 ERP Programs o Sage 300 Share Data o Common Files • Security o UAC set to Low o Anti-Virus
  10. 10. SQL Server Maintenance • Backups o Schedule Backups Under Management - Maintenance Wizard • Max Performance o Simple v Full Recovery Model o Separate locations for the MDF and LDF Files o RAID 1 • Truncating Logs o Increases Performance • Re-Index o Dump & Load Data
  11. 11. Q&A
  12. 12. Your Feedback is Important to Us! • Completing a session survey is fast and easy: Complete the survey on your mobile phone, laptop, or tablet through the Sage Summit mobile app. – IOS, Blackberry, or Android users may download the app from the at the App Store by searching “Sage Summit”. • Remember each completed survey is another entry for one of several daily prize drawings, including an Apple iPad! • Your feedback helps us improve future sessions and presentation techniques. • Session code for this session: P-65 #SageSummit
  13. 13. Contact Information • Presenter Contact Information: – David Crampton – – Twitter hashtag <@sage300erpcs> • Follow us @Sage_Summit – Use the official Sage Summit hashtag: #SageSummit • Don’t forget to use the Sage Summit mobile or web app for all your conference needs. Thank you for your participation.