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Installation and System Administrator's Guide © 2009 Sage Software, Inc Sage Accpac Extended Enterprise Edition 5.6A Installation and System Administrator's Guide © 2009 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage Accpac product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. Sage Software, Inc. Publisher Contents Chapter 1: Getting Started How to Use This Guide..................................................................... 1–1 System Requirements ..................................................................... 1–1 Database Server Requirements ........................................................ 1–2 Client Workstation Requirements ...................................................... 1–2 Typical Network Configurations............................................................ 1–2 Configuration 1: Single “standalone” computer........................................ 1–4 Configuration 2: Windows peer-to-peer network ..................................... 1–5 Configuration 3: Client-Server Network............................................... 1–6 Configuration 4: Sage Accpac Web server ............................................ 1–7 Configuration 5: Sage Accpac Integrated with SageCRM ............................. 1–8 When Should You Use Workstation Setup? ................................................ 1–9 Installation Considerations ................................................................ 1–9 Where to Now? ........................................................................... 1–11 Chapter 2: Installing Sage Accpac Programs Before You Begin .......................................................................... 2–1 Installing Sage Accpac ERP ................................................................ 2–1 Where To Now? ............................................................................ 2–5 Chapter 3: Database Setup Overview of Database Setup .............................................................. 3–1 About the Pervasive.SQL Workgroup Engine........................................... 3–1 Creating System and Company Databases ................................................ 3–3 Before You Begin....................................................................... 3–3 Database Setup for Pervasive.SQL..................................................... 3–4 Database Setup for Microsoft SQL Server ............................................. 3–8 Database Setup in Oracle Server ..................................................... 3–14 Set Up Databases for Use with Sage Accpac ............................................. 3–23 Create the System Database ......................................................... 3–23 Create the Company Database ....................................................... 3–28 Set Global Security ....................................................................... 3–32 Installation and System Administrator's Guide iii Where to Now? ........................................................................... 3–34 Chapter 4: Activating Sage Accpac ERP Before You Begin ........................................................................... 4–1 Signing On to a New Company............................................................. 4–2 Creating the Company Profile .............................................................. 4–4 Entering Company Information......................................................... 4–4 Activating Your Data ....................................................................... 4–8 Change the Administrator’s Password.................................................... 4–11 Change the ADMIN Password ........................................................ 4–12 Where To Now? .......................................................................... 4–12 Chapter 5: Performing Administrative Tasks Add Users .................................................................................. 5–1 Using Windows as the Authentication Method.......................................... 5–3 Set Up Security Groups and Assign User Authorizations ................................... 5–5 Create Security Groups................................................................. 5–5 Authorizing Users....................................................................... 5–6 Create and Assign UI Profiles for Customized User Interface Forms ....................... 5–7 Setup Customization Directories ........................................................... 5–7 Chapter 6: Licensing Sage Accpac Licensing Products and Users .............................................................. 6–1 LanPak Licenses ........................................................................ 6–2 Creating a Temporary LanPak License ..................................................... 6–3 Requesting Activation Codes ............................................................... 6–4 Updating Your Sage Accpac Licenses ...................................................... 6–5 Viewing License Information ........................................................... 6–7 Monitoring LanPak Activity ................................................................. 6–7 Chapter 7: Web Deployment of Sage Accpac Before You Begin ........................................................................... 7–1 Selecting Installation Options for Web Deployment........................................ 7–1 Installing Internet Information Services (IIS) ............................................. 7–2 Configuring Web Deployment Options ..................................................... 7–7 Changing Web Deployment Options...................................................... 7–13 Running Sage Accpac in Internet Explorer ............................................... 7–14 iv Sage Accpac Extended Enterprise Suite Chapter 8: Installing and Integrating SageCRM for Sage Accpac ERP Before You Begin....................................................................... 8–1 Overview of SageCRM Integration with Sage Accpac ERP ............................. 8–2 About SageCRM Solo................................................................... 8–2 About Windows 2008 and Internet Information Services 7 ............................ 8–2 Installing SageCRM and its Integration Component ....................................... 8–2 Before You Begin....................................................................... 8–3 Installing the Integration Component for Sage Accpac ERP .............................. 8–10 Installing the SageCRM Synchronization Component ................................. 8–13 Activating the Integration Component in Sage Accpac ERP .............................. 8–15 Setting Up IIS 6.0 to Work With SageCRM ............................................... 8–17 Configuring IIS 6.0 to Work With Sage Accpac ERP Integration ...................... 8–17 Setting Up IIS Anonymous Access User Account Access ................................. 8–19 Setting Up the IIS Anonymous User Account on the SageCRM Server ............... 8–20 Setting the Application Pool Identity on the SageCRM Server ........................ 8–21 Configuring Access Permissions for the IIS Anonymous Access User..................... 8–23 Setting User Permissions/Rights to SageCRM Program Files ......................... 8–23 Setting User Permissions/Rights for SageCRM to Connect to Sage Accpac ERP Programs and Data .......................................................................... 8–24 Setting Registry Permissions.......................................................... 8–25 Disabling Connection Pooling for COM/DCOM Connections ............................... 8–27 Additional User Permissions for COM/DCOM Connections ................................ 8–28 Setting Permission to the MachineKeys Folder........................................ 8–28 Setting Access and Launch Permissions to the eware.CRM DCOM Object ............ 8–30 Setting Permissions to Read the Registry on the SageCRM Server ................... 8–32 Assigning Additional Access Permissions for COM/DCOM Connections ................... 8–33 Run Sage Accpac Workstation Setup on the SageCRM Server ........................... 8–35 Choosing Integration and Notification Options ........................................... 8–35 Set Up Servers to Allow Updates from Sage Accpac to SageCRM on that Machine....... 8–38 Enabling SageCRM Integration on Sage Accpac Servers and Workstations........... 8–38 Downloading .NET Components .......................................................... 8–40 Setting up Sage Accpac Integration in SageCRM ......................................... 8–40 Synchronizing Tables ................................................................. 8–42 Importing Customer, Vendor and National Account Relationships from Sage Accpac 8–44 Setting up Sage Accpac Security ..................................................... 8–46 Opening Sage Accpac Forms Using a Browser Client ................................. 8–50 Installation and System Administrator's Guide v Chapter 1 Getting Started Read all chapters in this guide before you install or set up a new installation of Sage Accpac ERP. How to Use This Guide This guide provides the information you need to: • Install Sage Accpac ERP • Set up databases for use with Sage Accpac ERP • Set Sage Accpac security • Set up Workstations to run Sage Accpac ERP • Activate your data for new accounting
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