SageCRM 6.1 for Sage Accpac ERPftp.bestsoftware.com/lms/ACCPAC/CRMLevel1/SageAccpacERP... · 2008-07-24 · SAGE ACCPAC Sage Accpac ERP™ SageCRM 6.1 for Sage Accpac ERP Integration

SAGE ACCPAC

Sage Accpac ERP™

SageCRM 6.1 for Sage Accpac ERP Integration Guide

©2008 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage Accpac product and service names 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 No part of this documentation may be copied, photocopied, reproduced, translated, microfilmed, or otherwise duplicated on any medium without written consent of Sage Software, Inc. Use of the software programs described herein and this documentation is subject to the Sage Software License Agreement enclosed in the software package.

Sage Accpac ERP Integration Guide i

Contents

Chapter 1: Introduction What is Sage Accpac ERP Integration? .....................................................1-1 Chapter Summary ..........................................................................1-2

Chapter 2: Getting Started SageCRM Licensing Requirements..........................................................2-1 System Requirements ......................................................................2-1

SageCRM................................................................................2-1 Sage Accpac ERP........................................................................2-1 LanPak Licenses.........................................................................2-2 Client Workstations .....................................................................2-3

Now you can… ..............................................................................2-4

Chapter 3: SageCRM Installation Installing SageCRM with Sage Accpac ERP Integration.....................................3-1 Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed ..............3-8 Now you can… ............................................................................ 3-12

Chapter 4: Configuring Servers and Server Access Permissions Accessing Server Resources through a Web Browser.......................................4-1 Working with Internet Services Manager ...................................................4-1

Restarting IIS to Reflect Security Changes .............................................4-2 Checking the IIS Anonymous Access Account ..........................................4-3

Requirements for IIS 6.0 on Windows 2003................................................4-5 Configuring IIS 6.0 to Work with SageCRM.............................................4-5 Further Configuration of IIS 6.0 to Work with Sage Accpac ERP Integration ...........4-6

Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine ...............4-7 Directory Access Rights for NTFS .......................................................4-8 Permissions/Rights for the SageCRM Program Files ....................................4-8 Permissions/Rights for SageCRM to Connect to Sage Accpac ERP Data .............. 4-10 Registry Permissions.................................................................. 4-11

ii SageCRM for Sage Accpac ERP

Path Environment Settings ............................................................4-13 Disable Connection Pooling if you use COM/DCOM....................................4-15 Additional User Permissions for COM/DCOM (using Same Machine Setup) ...........4-16

Permission for the MachineKeys Folder............................................4-16 Access and Launch Permissions ...................................................4-17 Permission to Read the Registry on the SageCRM Server .........................4-20

Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine ............4-21 IIS Anonymous Access Account .......................................................4-21 Set up Sage Accpac ERP Workstation and Integration on the SageCRM Server ......4-23 Additional User Permissions for COM/DCOM (using Different Machines Setup) .......4-24 Other Settings.........................................................................4-26

Now you can….............................................................................4-27

Chapter 5: Sage Accpac ERP Integration (E/W) Component Overview of Steps.......................................................................... 5-1 Installing the E/W Component ............................................................. 5-2 Activating SageCRM Integration within Sage Accpac ERP.................................. 5-5 Choose Integration and Notification Options............................................... 5-6 Setting up Sage Accpac ERP Workstations ................................................. 5-9 Now you can….............................................................................5-10

Chapter 6: Using SageCRM for Sage Accpac Before you start ............................................................................ 6-1 Starting SageCRM.......................................................................... 6-1 Performing Sage Accpac Administrative Tasks ............................................. 6-2

Synchronizing Tables ................................................................... 6-4 Currency Synchronization in New Installations ..................................... 6-6 Currency Troubleshooting .......................................................... 6-6

Populating SageCRM with Sage Accpac ERP Data ...................................... 6-6 Setting up Sage Accpac Security ....................................................... 6-8

Accpac User-Level Security ......................................................... 6-9 Accpac Database-Level Security...................................................6-10

Working with SageCRM for Sage Accpac ..................................................6-12 Company Tabs.........................................................................6-12 Promoting a Customer or Vendor .....................................................6-13

Changing a Customer or Vendor Link..............................................6-16 Viewing and Modifying O/E and P/O Transactions.....................................6-17

Create a New Sales Order (or Purchase Order)....................................6-18 View, Modify, or Create Order Entry Transactions.................................6-19

Sage Accpac ERP Integration Guide iii

View Credit/Debit Notes........................................................... 6-27 View O/E Pending Shipments (or P/O Pending Receipts) ......................... 6-28 View Item Sales (or Purchase) History............................................ 6-30 View or Edit Requisitions (P/O only) .............................................. 6-31 View or Edit Returns (P/O only)................................................... 6-33

Viewing Customer and Vendor Aging and Statistical Information .................... 6-34 Viewing and Modifying A/R and A/P Transactions..................................... 6-36

A/R Posted Transactions .......................................................... 6-37 A/R Unposted Invoices ............................................................ 6-39 A/R Unposted Receipts ............................................................ 6-40 A/R Unposted Refunds ............................................................ 6-41

Viewing and Modifying Optional Fields................................................ 6-42 Viewing and Modifying Project and Job Costing Contracts ............................ 6-44 Viewing and Modifying Return Authorization Documents ............................. 6-49 Sage Accpac Quote Tab............................................................... 6-51 Sage Accpac A/R and A/P Person and Address Types................................. 6-53

Now you can… ............................................................................ 6-54

Chapter 7: Where to Now

Sage Accpac ERP Integration Guide 1–1

Chapter 1 Introduction

The first part of this guide is for SageCRM implementers. SageCRM users should proceed to the Working with SageCRM for Sage Accpac section in the Using SageCRM for Sage Accpac chapter.

We assume that implementers have:

• Experience of implementing and troubleshooting SageCRM installations.

• A good understanding of Sage Accpac ERP installation and setup, and experience in working with it.

We assume that users are:

• Familiar with the use of a Web browser.

• Experienced Sage Accpac ERP users.

What is Sage Accpac ERP Integration? SageCRM / Sage Accpac ERP integration provides access to back-office data and customer information. SageCRM provides bi-directional data transfer—updating both systems and avoiding redundant data entry. Transactional and statistical data in the back office system can be viewed in real-time through the SageCRM interface. SageCRM offers point and click promotion of prospects to customers or vendors, creating the account in the Accounts Receivable module (or Accounts Payable module for vendors), allowing users to view the necessary transactional information through SageCRM.

SageCRM 6.1 can be integrated with Sage Accpac ERP version 5.4 or 5.5. This guide details integration with version 5.5.

Chapter Summary

1–2 SageCRM for Sage Accpac ERP

Chapter Summary The table below gives a summary of each chapter in this guide.

Chapter Summary

2: Getting Started Requirements for installing SageCRM and integrating it with Sage Accpac ERP.

3: SageCRM Installation How to install SageCRM with the SageCRM integration component.

4: Configuring Server Access Permissions

How to configure the SageCRM and Sage Accpac ERP servers for Sage Accpac ERP integration.

5: Sage Accpac ERP Integration (E/W) Component

How to install the Sage Accpac ERP integration component.

6: Using SageCRM for Sage Accpac

Working with SageCRM and performing Sage Accpac ERP administration tasks.

7: Where to Now Information on where to find more information on working with SageCRM.


Chapter 2 Getting Started

In this chapter you will learn about:

• SageCRM licensing requirements

• System requirements for the SageCRM server, Sage Accpac ERP server, and Sage Accpac ERP workstations.

SageCRM Licensing Requirements Ensure that you have a SageCRM license that includes Sage Accpac ERP Integration before you begin the SageCRM installation.

System Requirements This section lists the recommended minimum software and hardware requirements for running SageCRM and Sage Accpac ERP. Please refer to the SageCRM Technical Specification and the SageCRM System Administration Guide for more information on recommended server specifications.

SageCRM

• Windows 2000 Server (with the latest service pack), or Windows 2003.

• Microsoft SQL Server 2000 (with the latest service packs), or Microsoft SQL Server 2005 (with the latest service pack).

• Microsoft Internet Information Server (IIS) version 5.0 or 6.0 and the latest patches.

Sage Accpac ERP

Please refer to your Sage Accpac ERP documentation for specific requirements. For Sage Accpac ERP, you need the following installed on a server:

• Appropriate database software (for details, refer to the Sage Accpac ERP System Manager Administrator Guide).

System Requirements


• Sage Accpac ERP 5.5

− System Manager 5.5 with the latest Service Pack − General Ledger 5.5, Accounts Receivable 5.5, Accounts Payable

5.5. − Order Entry 5.5 (note that Order Entry needs Inventory Control

5.5).

Or

• Sage Accpac ERP 5.4

− System Manager 5.4 with the latest Service Pack. − General Ledger 5.4, Accounts Receivable 5.4, Accounts Payable

5.4. − Order Entry 5.4 (note that Order Entry needs Inventory Control

5.4).

Note:

• You must install the latest System Manager and application service packs for either Sage Accpac ERP 5.5 or Sage Accpac ERP 5.4.

• You cannot use a mix of 5.5 and 5.4 Sage Accpac modules when integrating with SageCRM.

• If you use Sage Accpac ERP 5.5, SageCRM also integrates with:

− Sage Accpac Purchase Orders 5.5A

− Sage Accpac Return Material Authorization (RMA) 5.5A

− Sage Accpac Project and Job Costing 5.5A

− Sage Accpac Warehouse Management System (WMS) 5.4 and Link 5.5A (integrated with Sage Accpac ERP).

To integrate SageCRM with any of these modules, you must install version 5.5A of the module, and its latest service packs.

• SageCRM also integrates with optional fields that are set up in Sage Accpac ERP. For integration, you need Sage Accpac Transaction Analysis and Optional Field Creator 5.5A.

• Sage Accpac ERP integration does not support SageCRM SOLO integration.

LanPak Licenses

You do not require a Sage Accpac ERP LanPak license to view the Sage Accpac ERP integrated screens within SageCRM — for example, when you click an order’s Drill Down icon to open the order details screen.

System Requirements


However, you require a LanPak license to open the Sage Accpac ERP data entry forms (for example, the Sage Accpac Order Entry form) from within SageCRM.

Make sure that you install enough LanPak licenses to support SageCRM access to Sage Accpac ERP forms when you upgrade to SageCRM 6.1.

Client Workstations

• Client machines requiring access to the Sage Accpac ERP screens from within SageCRM need to have Sage Accpac ERP installed on the client, or they require access to the Sage Accpac ERP Web Client. For Web Client access, you must run Sage Accpac ERP through to signing on to a company at least once per workstation so that the Sage Accpac ERP Web Client is properly installed—before starting to work with SageCRM for Sage Accpac ERP. Please refer to your Sage Accpac ERP documentation for more information. Also refer to the SageCRM System Administrator Guide for minumum client workstation requirements.

• Windows 2000, XP or above for CRM Workstation utilizing the full Sage Accpac integration.

Note for a Windows Vista client, if you need to open the Sage Accpac ERP forms from within SageCRM (such as the Sage Accpac Order Entry form), you must run Internet Explorer as an administrator. To do so, open the Microsoft Start menu, then select All Programs. Right-click Internet Explorer, then select “Run as administrator.”

• Windows 2000, XP for a Sage Accpac ERP Workstation with CRM Integration.

• Microsoft Internet Explorer version 6.0 or 7.0.

The Internet Explorer security settings must to be set to allow the following:

− Download signed ActiveX controls

− Run ActiveX controls and plugins

− Script ActiveX controls marked as safe

− Active scripting

Now you can…


Now you can… • Explain SageCRM licensing requirements

• List system requirements for the SageCRM server, Sage Accpac ERP server, and Sage Accpac ERP workstations.


Chapter 3 SageCRM Installation


• Installing SageCRM for Sage Accpac ERP integration. (During this installation, you have the choice of installing the Sage Accpac Accounting Integration component, or installing it later as mentioned next.)

• Installing Sage Accpac Accounting Integration for SageCRM, after SageCRM is installed.

Sage Accpac Accounting Integration for SageCRM adds components to SageCRM so it can integrate with Sage Accpac ERP accounting programs.

After the installation described in this chapter, you must add integration components to Sage Accpac ERP, so it can integrate with SageCRM, as described in Chapter 5.

You must also configure servers and service access permissions as described in Chapter 4.

Installing SageCRM with Sage Accpac ERP Integration

This section describes the procedure for a new installation of SageCRM with Sage Accpac ERP integration.

If you are upgrading from a previous version, refer instead to the Update Notice that is provided with your update package.

1. Run the SETUP.EXE from the Sage Accpac ERP installation DVD or from the location where you copied and saved the install.

The main installation screen is displayed.



2. Select the Install SageCRM 6.1 for Sage Accpac option, to open the following.

3. Select SageCRM 6.1 for Sage Accpac ERP.

4. The following appears:



Select Next to continue.

5. In the License Agreement dialog box, review the License Agreement carefully. If you accept all of its terms, select I accept the terms of the license agreement, and click the Next button; otherwise click the Cancel button to end the installation.

6. The User Details dialog box is displayed.

Type your name in the Name field, your company name in the Company field, and your license key in the License field.



The company name and license key must be typed in exactly the same way as provided to you by Sage Software, Inc.

7. Select Next.

8. If the program does not find the required Microsoft SQL Server installed, then a dialog box appears that will give you the opportunity to install Microsoft SQL Server 2005 Express. You can install it or click Next; then proceed to step 9.

Otherwise, you see the following screen. Choose your database type (typically, this would be the default, Existing Microsoft SQL Server), and select Next.

9. If you entered a license key that included integration with Sage Accpac ERP, the following dialog box appears.



Select the version of Sage Accpac ERP that you are running.

If you choose to install Sage Accpac ERP Integration later, you can install the accounting integration component using a separate installation choice on the Sage Accpac Integration ERP installation screen, as described in the later section, “Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed.”

10. Select Next to continue. The Installation Name dialog box appears.

11. Type the installation name. We recommend that you use the default installation name, CRM.



12. Select Next.

The Choose Destination Location dialog box is displayed. You can specify the location for the Web Root Files. This becomes the default location for the SageCRM program files.

By default, the location is \Program Files\Sage\CRM. IIS looks in this location for the SageCRM home page.

We recommend that you use the default location.

13. Select Next.

The SQL Database Server Login details dialog box appears:

14. Confirm your server name and your SQL Server user ID, and enter the password for this user ID. Choose whether to connect using Windows authentication or SQL Server authentication. Select Next to continue.

The Select Setup type dialog box appears.

15. Select the No demo data option, then select the Next button.

Depending on your license options, the Select Install Add Ons dialog box may appear.

16. Select the Next button. (If you wish, you can select the Sample Self Service support site.)

The Default Currency dialog box appears.

17. Select any currency from the list.



Note: You reset the base currency in SageCRM after you have performed the Synch Dropdowns administration task. This is described in the Using SageCRM for Sage Accpac chapter of this guide. Because you will reset the base currency later, it does not matter which currency you select as the base currency at this point.

18. Select Next.

To convert SageCRM reports to PDF format, SageCRM needs to install FOP PDF conversion software developed by Apache Software Foundation (http://www.apache.org). If it is not already installed, the Install PDF Conversion Software dialog box is displayed.

19. In the Install PDF Conversion Software dialog box, select the Yes, Install this software option, then select Next.

The Start Copying Files dialog box is displayed.

20. Once you have reviewed your settings, select Next.

The SageCRM installation begins. Messages inform you of the progress.

The FOP PDF conversion software requires the Java Runtime Engine (version 1.4 or greater). If you do not have the Java Runtime Engine installed, you are prompted to install it during the SageCRM installation.

21. If you are prompted to install the Java Runtime Engine, select OK and follow the on-screen instructions to install it.

Do NOT restart your computer yet!

Note: If the Java Runtime Engine’s installer prompts you to restart your computer, select No so that you can complete the SageCRM installation properly.

When the Java Runtime Engine’s installation is complete, the SageCRM installation continues.

22. When the SageCRM installation is complete, a Setup Complete dialog box is displayed, giving you an option to launch SageCRM for Sage Accpac ERP and the Readme file.

23. Select Finish to complete the installation process.

Depending on what you selected, the Readme file may be displayed in one Web browser window, and the SageCRM logon page may be displayed in another Web browser window.

Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed


• If you were prompted to restart your computer during the Java Runtime Engine’s installation, restart your computer now, since the SageCRM installation is now complete.

• If you are using the NTFS file system, proceed to the next chapter, Configuring Servers and Server Access Permissions, before continuing. A “File access denied” message on the SageCRM logon screen indicates that access rights have not been set up correctly.

• If you are using the FAT32 file system, you can start SageCRM at this point (use the user name Admin with no password). However, you will not be able to access Sage Accpac ERP information until you follow the steps outlined in the next chapter, Configuring Servers and Server Access Permissions.

Note: As of SageCRM 5.8, the default installation location for SageCRM is C:\Program Files\Sage\CRM\.

After you have completed the preceding steps, you must install the Sage Accpac ERP integration (E/W) component (which enables updates to go from Sage Accpac ERP to SageCRM), as described in Chapter 5. Note that you can set up servers and server access permissions before or after installing the Sage Accpac ERP integration (E/W) component.


You can directly install Sage Accpac Accounting Integration for SageCRM after installing SageCRM.

The two most common reasons for adding Sage Accpac Accounting Integration after installing SageCRM are these:

• If you install SageCRM 6.1 integrated with Sage Accpac ERP 5.4, and then later upgrade to Sage Accpac ERP 5.5, you will have to reinstall Sage Accpac Integration — this time choosing version 5.5 integration.

• If you installed SageCRM without installing accounting integration, you will have to add Sage Accpac ERP integration using this installation choice.

You cannot add this integration to an earlier version of SageCRM

Note: The version of the Sage Accpac Integration must match the version of SageCRM that you are running. In other words, you cannot add Sage Accpac Accounting Integration for SageCRM 6.1 to a pre-6.1 SageCRM.



To install Sage Accpac ERP Accounting Integration for SageCRM separately:


The main installation screen appears.

2. Select the Install SageCRM 6.1 option, to open the following.

3. Select the Install Sage Accpac Accounting Integration for SageCRM option.

4. The following dialog box appears:




5. The following dialog box lets you select the install to which you want to apply the Sage Accpac ERP integration. Choose your CRM installation name (if there is more than one choice), and then select Next.

6. On the following dialog box, select the type of integration install.



Select from:

• Install Sage Accpac ERP Integration – if your SageCRM install previously had no Sage Accpac ERP Integration.

• Upgrade your existing Sage Accpac ERP Integration – if you have upgraded your Sage Accpac ERP version since you installed Sage Accpac ERP Integration for SageCRM 6.1.

For example, select this option if you are moving from SageCRM 6.1 with Sage Accpac ERP 5.4 to SageCRM 6.1 with Sage Accpac ERP 5.5.

7. Select Next.

8. If you have selected Install Sage Accpac ERP Integration in the previous dialog box, select the Sage Accpac ERP version you want SageCRM to integrate with—version 5.4 or version 5.5.

Otherwise, select the appropriate upgrade path. For example, select the 5.4 5.5 option if you are moving from SageCRM 6.1 with Sage Accpac ERP 5.4 to SageCRM 6.1 with Sage Accpac ERP 5.5.

9. Select Next.

10. The SQL Database Server Login details dialog box is displayed.

Confirm your server name and your SQL Server user ID, and enter the password for this user ID. Select Next to continue.

The Sage Accpac ERP Integration installation begins. Messages inform you of the progress.

Now you can…


11. If you are prompted to stop IIS, select Yes. Note that IIS will be restarted automatically near the end of the installation.

When the installation is complete, the Setup Complete dialog box appears.

12. Select Finish to complete the installation process.

If you keep Launch Now selected, the SageCRM logon page is displayed in a Web browser window.

If you are upgrading from a previous version

After upgrading the integration:

• You may have to reset the IIS settings. See Chapter 4 for details.

• You will have to re-synchronize the tables. See Chapter 6 for details.

• If you are upgrading your integration from Sage Accpac ERP 5.3 or earlier, you will have to re-import vendors from Sage Accpac ERP to SageCRM. See Chapter 6 for details.

Now you can… • Install SageCRM for Sage Accpac ERP.

• Install Sage Accpac Accounting integration after SageCRM is installed.


Chapter 4 Configuring Servers and Server

Access Permissions


• How server resources are accessed through a Web browser.

• How to work with IIS.

• Configuring servers and server access on the SageCRM and the Sage Accpac ERP server if they are installed on the same machine.

• Configuring servers and server access if you have installed SageCRM on a different machine from Sage Accpac ERP.

Accessing Server Resources through a Web Browser Using the Internet Guest Account

When you access the resources on the server computer through a Web browser, you do not access these resources as the user account from which you logged onto the computer. By default, you access the resources on the server computer as the default user created when you installed Internet Information Services (IIS). This account is called the Internet Guest Account.

The short name of this account is “IUSR_“. For example, if the machine name of your computer is SERVERA, the Internet Guest Account user account that is automatically created by IIS would be IUSR_SERVERA.

This account needs to be given permissions/rights to resources on the server computer, to allow the integration between SageCRM and Sage Accpac ERP.

These permissions/rights are a combination of directory access rights (for the NTFS file system) and setting rights to the server’s registry.

Working with Internet Services Manager This section is an overview of how to work with the Microsoft Internet Services Manager.

Working with Internet Services Manager


Unless otherwise specified, instructions and figures in this section are based on Windows 2003. See also the section, “Requirements for IIS 6.0 on Windows 2003,” later in this chapter.

For more in-depth information, refer to the Internet Services Manager’s online help.

Note: Log on with Administrator rights to the server where SageCRM is installed.

To start the Internet Services Manager:

• Select Control Panel > Administrative Tools > Internet Information Services Manager.

Restarting IIS to Reflect Security Changes

Whenever you change security settings on the server, you need to restart IIS for it to recognize the changes.

To restart the server:

1. Under Internet Information Services, select the computer name, right-click on it, select All Tasks, and select the Restart IIS option.

This presents you with an option to Start, Stop, Reboot, or Restart IIS.

2. Select the Restart option to stop the running IIS and then start it again. Any security changes made to the system are now in effect.

Tip: If you are using IIS 5.0, you can also restart IIS from within the Services and Applications section of Computer Management.



Checking the IIS Anonymous Access Account

The IIS Anonymous Access account is the user account used by IIS to access resources on the server. The IIS Anonymous Access account can be set either at the Default Web Site properties level or individually for each Web site that is running within IIS.

To check the settings for the SageCRM installation:

1. Under Internet Information Services, double-click on the computer name to expand the tree.

2. Open the Default Web Site branch (by clicking on it), and look up the SageCRM installation in the list.

3. Select the SageCRM installation, and right-click to display the shortcut menu. Then select Properties, and select the Directory Security tab:

4. Within the Anonymous Access and Authentication Control section, select Edit to view the Authentication Methods window.



The User Name field contains the account with which IIS will log onto the server in this window. By default, this is the default Internet Guest Account created by IIS during installation.

5. Make sure the Enable Anonymous Access option is selected.

6. If you made changes that you would like to keep, select OK to save the changes.

7. To exit without saving your changes, select Cancel until you are back to the Internet Services Manager.

Remember that IIS will need to be restarted to reflect these changes.

The following sections of this chapter outline the security permissions that must be given to this Internet Guest Account.

Note: You must consider the following points before proceeding.

Default Web site settings

• The preceding section shows how to view the Web site settings for the SageCRM Web site. You can also view the Default Web site properties by selecting the Default Web Site node under the computer name. From the shortcut menu, select Properties to display the default settings for all Web sites. These defaults can, however, be overwritten at the individual Web site level.

Create a new account for the SageCRM Web site

• If you prefer, you can create a separate account from the default Internet Guest Account created by IIS for use by the SageCRM Web site. This may be preferable if you are running more than one Web site on this server.

To create an account for the SageCRM Web site:

1. Create a new user, such as CRM, within the Computer Management / Local Users and Groups.

Requirements for IIS 6.0 on Windows 2003


This user should have Administrative rights on the SageCRM machine. Additional permissions for this user are explained in the sections “Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine” and “Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine.”

This user should have sufficient rights to the SageCRM installation and data, and the Sage Accpac ERP installation and data. This user also needs sufficient rights to read the registry on the SageCRM machine. If you need to access resources across a network (for example, if your database resided on a different server), this would be a domain user.

2. Change the account specified in the Anonymous User Account setup window to this new account by selecting Browse and choosing your newly created user from the list.

Any changes you make to the password that this account uses will also have to be updated within the Anonymous User Account setup window.

3. Make sure that you apply the security settings in the rest of this chapter to this new login account, and not to the default Internet Guest Account.

Requirements for IIS 6.0 on Windows 2003 This section is an overview of configuration requirements for Microsoft Internet Services Manager (IIS 6.0) on Windows 2003. For more in-depth information, refer to the Internet Information Services Manager’s online help.

Note: Log on with Administrator rights to the server where SageCRM is installed.

To start the Internet Information Services Manager:

Windows 2003 • Select Control Panel > Administrative Tools > Internet Information Services Manager.

Configuring IIS 6.0 to Work with SageCRM

Follow the directions for setting up IIS 6.0 in the SageCRM Technical Specification and SageCRM System Administrator Guide.

Requirements for IIS 6.0 on Windows 2003


Further Configuration of IIS 6.0 to Work with Sage Accpac ERP Integration

To set up IIS 6.0 to work with Sage Accpac ERP integration, further configuration must be done for Active Server Pages and parent paths and Enable Buffering.

To Allow Active Server Pages in Web Service Extensions

In addition to allowing All Unknown ISAPI Extensions (as mentioned in the SageCRM Technical Specification), you should also allow Active Server Pages in Web Service Extensions.

1. Under the local computer’s branch, select the Web Service Extensions folder.

2. In the right-hand side pane, right-click on Active Server Pages and select Allow.

The Status for Active Server Pages will change to Allowed.

To Enable Parent Paths and Enable Buffering:

1. Under the local computer’s branch, select the Web Sites folder. Right-click on that folder and select Properties.

2. Select the Home Directory tab, then click on the Configuration button.

Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine


3. In the Application Configuration window, select the Options tab, then:

a. Select the Enable Parent Paths option.

b. Select the Enable Buffering option.

4. Click OK to close the Application Configuration window, and then click OK to close the Properties window.

5. Restart IIS.


This section outlines how to configure server access if you have installed SageCRM and the Sage Accpac ERP server on the same machine. Unless otherwise specified, instructions and figures in this section are based on Windows 2003.



The following is a summary of the steps for setting up SageCRM and Sage Accpac ERP on the same machine. It is assumed you have already installed Sage Accpac ERP and SageCRM described in Chapter 3.

1. Configure access permissions for the IIS Anonymous Access Account (Internet Guest Account), as described in the subsections to follow, up to the subsection, “Additional User Permissions for COM/DCOM (using Same Machine Setup)” which you should do later, in step 4.

2. Install and set up the Sage Accpac ERP Integration (E/W) Component. For details, see Chapter 5, “Sage Accpac ERP Integration (E/W) Component.”

3. In SageCRM, set up the Sage Accpac ERP integration, using the Administration menu > Sage Accpac Administration. See the section, “Performing Sage Accpac Administrative Tasks” in Chapter 6.

4. Configure additional permissions for Windows users who may be updating SageCRM from Sage Accpac ERP, if you are using COM/DCOM connection from Sage Accpac ERP to SageCRM. See the later subsection, “Additional User Permissions for COM/DCOM (using Same Machine Setup).”

In the subsections to follow, you set specific rights for your IIS Anonymous User. It is recommended this user have administrative rights on the SageCRM machine.

Directory Access Rights for NTFS

The steps in this section must be performed if you are using the NTFS file system. If you are using a different file system (such as FAT32), you can skip to the next section.

SageCRM requires the following directory security rights to be set for the Internet Guest Account:

• SageCRM installation directory requires full access.

• Sage Accpac ERP Shared Data directory requires full access.

Permissions/Rights for the SageCRM Program Files

To set access for the SageCRM installation directory, follow these steps:

Note: This example assumes that SageCRM is installed in C:\Program Files\Sage\CRM\.

If you specified another location during the SageCRM installation, use it in place of \Sage\CRM.



1. Open Windows Explorer and go to directory C:\Program Files\Sage\CRM\.

2. Right-click on the EWARE.CSS file to display the shortcut menu, and select Properties.

3. Select the Security tab from the SageCRM properties window.

4. Add the Internet Guest User account to the list of user accounts that have rights to this directory:

a. Click the Add button, and select the Internet Guest Account (IUSR_).

b. Click OK.

5. Select OK to save the changes and return to the Properties window.

6. From the list of users’ names, select the Internet Guest Account that you just added, and select the Full Control permission. (Full Control automatically selects all the other permissions, except Special Permissions.)

7. Select Apply to add the changes, and then select OK to exit.



8. Using the same steps mentioned above, set read and write access to the C:\Program Files\Sage\CRM\ folder.

Permissions/Rights for SageCRM to Connect to Sage Accpac ERP Data

The Internet Guest Account also requires permission settings to access the ACCPAC Shared Data folder:

1. Using Windows Explorer, browse to the Sage Accpac ERP Shared Data folder (by default, \Program Files\Sage Software\Sage Accpac).

2. Highlight the folder, right-click to display the shortcut menu, and select Properties.

3. You need to add the Internet Guest Account to the user list just as you added it for the SageCRM program files directory.

a. Within the folder properties window, click the Add button, and select the Internet Guest Account (“IUSR_”).

b. Select Add to add this account to the list, and click OK to return to the folder properties window.

c. Select the Internet Guest Account from the list of names, and add the Full Control permission. (Full Control automatically selects all the other permissions, except Special Permissions.)



d. Select Apply to add the changes, and select OK to exit.

The directory permissions are now set for SageCRM.

At this point, you can start SageCRM, but you will not be able to access the Sage Accpac ERP information. Proceed to the next section to add the required registry rights to allow this.

Registry Permissions

The Internet Guest Account also requires access to the registry to find the Sage Accpac ERP program settings.

1. From the Start menu, choose Run, enter regedit, and click OK.

2. Within the Registry Editor window, choose HKEY_LOCAL_MACHINE on Local Machine, then highlight HKEY_LOCAL_MACHINE\SOFTWARE (as shown below):



3. On the Registry Editor window, select the Edit menu, then Permissions:

4. Select the Advanced button to open the Advanced Security Settings for SOFTWARE window.

5. Click the Add button, and select the IUSR_ account.

6. Click OK with the IUSR_ name selected to display the Permission Entry for Software window.

7. Turn on the Full Control permission:



8. Select OK to save your changes and return to the Advanced Security Settings for SOFTWARE window.

9. Select Apply and OK to save your changes and exit.

Path Environment Settings

You need to ensure that the path statements are set to allow SageCRM to connect to Sage Accpac ERP.

The path to the Sage Accpac ERP Runtime directory (with default installation location C:\Program Files\ACCPAC\Runtime) is required.



Note: If SageCRM is installed on a different machine than Sage Accpac ERP, do not perform this step until you have installed Sage Accpac ERP using the Sage Accpac ERP Workstation Setup installation on the SageCRM machine (see the section “Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine” for more details.

To set these path statements:

1. On the desktop, select My Computer, and right-click to display the shortcut menu.

2. Select Properties, select the Advanced tab, and click the Environment Variables button.

The Environment Variables window is displayed.

3. From the System Variables panel, select the Path variable and click on the Edit button.

Note: It is critical to set the path statement within the System Variables section and not within the User Variables section. By setting it within the System Variables, the path is set for all users, including the Internet Guest Account.

4. Append the Sage Accpac ERP path C:\Program Files\ACCPAC\Runtime to the end of the existing path statement:



Note: You must consider the following points before you proceed:

• Use a semicolon (“;”) to separate the new path from the existing path.

• The paths shown in this example are the default installation directories. If you installed Sage Accpac ERP in a different directory, you will need to adjust the entries accordingly.

5. Select OK to save your changes to the Path variable, then select OK again to close the Environment Variables window, and, finally, select OK to close the System Properties window.

Restart your computer now

We recommend that you restart your computer to ensure that all of the new settings take effect.

Disable Connection Pooling if you use COM/DCOM

You should disable connection pooling if you have set up to use COM/DCOM in any of the following ways:

• In SageCRM integration setup (that is, in the Administration menu > Sage Accpac Administration > Setup Integration > Accpac Server Name field)

• In Sage Accpac ERP integration setup (that is, in the SageCRM Synchronization Method field of the Sage Accpac E/W SageCRM Setup form)

• If you’re using DCOM Web Deployment in Sage Accpac ERP (as explained in the Sage Accpac System Manager Administrator Guide).

To disable connection pooling:

1. From the Microsoft Start menu, select All Programs > Administrative Tools > Data Sources, then select the Connection Pooling tab.



2. For SQL, double-click the SQL Server driver in the list, then select “Don’t pool connections to this driver” and click OK.

3. Restart the machine.

4. Repeat for SQL Native Client, if this is also listed on the Connection Pooling tab.

Additional User Permissions for COM/DCOM (using Same Machine Setup)

This section explains how to configure additional permissions for Windows users who access Sage Accpac ERP (or SageCRM) from a workstation or a server. These additional permissions are needed only if you are using the COM/DCOM method of connecting from Sage Accpac ERP to SageCRM. If you are using Web Services, no other settings are needed.

See Chapter 5 for information about COM/DCOM or Web Services when choosing integration and notification options.

Permission for the MachineKeys Folder

Windows users who log in and make edits to customers/vendors in Sage Accpac ERP should be given rights to the MachineKeys folder which, by default, is located in one or both of these directories:

C:\Documents and Settings\All Users\Application Data\Microsoft\Crypto\RSA\MachineKeys

C:\Documents and Settings\All Users\Application Data\Microsoft\Crypto\DSS\MachineKeys

If the MachineKeys folder exists in both directories, set the permission for both of the folders.

To set this permission:

1. In Windows Explorer, go to the location of the MachineKeys folder(s).

2. Right-click on the MachineKeys folder, and select Properties.

3. On the Security tab of the MachineKeys Properties window, click Add.



This opens the Select Users or Groups window.

4. Enter or select your user/group to which you want to give rights, and click OK to close the window.

5. Back at the Security tab:

a. Select the user or group you just added or selected.

b. Select all permissions.

c. Click Apply.

Access and Launch Permissions

Windows users should also be given both the Access and Launch permissions on the eware.CRM DCOM object. If you use default security settings for this object, then ensure users have default Access and Launch permissions.

To do this:

1. From the Windows Start menu, select All Programs > Administrative Tools > Component Services > Component Services > Computers.



2. Click on My Computer to open the following.

3. Click the DCOM Config folder to open the following.

4. In the list of DCOM objects, find the eware.CRM object (it will be listed in the form eware.CRMInstallname; for example, eware.CRMQ8 as shown in the following):

5. Right-click on this object, select Properties, then click the Security tab.

6. On the Security tab, select the Customize option in Launch and Activation Permissions. Then click the Edit button.



The Launch Permission window then appears.

7. In the Launch Permission window, click the Add button to open the Select Users, Computers, or Groups window.

8. Select or enter the user or user group you wish to add, and click OK to close the window.

9. Back in the Launch Permission window, select your user or group, and select all rights:

10. Click OK.

11. Follow the same steps as above for Access Permissions:



Permission to Read the Registry on the SageCRM Server

For the E/W SageCRM Setup form in Sage Accpac ERP, the logged-on Windows user needs to be able to read the registry on the SageCRM server. On some operating systems (such as MS Windows XP), the default is that only administrators can read from the registry when logged on remotely.

To allow users to read the registry, see the Microsoft Knowledge Base article 153183 from the Microsoft web site, for remote registry access details.

You can also assign the “read registry” permission to users as follows:

1. From the Microsoft Start menu, choose Run.

2. In the following dialog box, type Regedit.

3. This opens the Registry Editor window.

4. Go to the following path:

HKEYLOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurePipeServers\winreg

5. Right-click on winreg, and select Permissions.

Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine


6. Click Add to add your user or group, and click OK.

7. Select your user from the list, and select the Read option to give them reading permission.

8. Click OK.


This section explains how to configure server access if you have installed SageCRM and the Sage Accpac ERP server on different machines.

The following is a summary of the steps for setting up SageCRM and Sage Accpac ERP on different machines. It is assumed you have already installed Sage Accpac ERP and SageCRM.

1. Install the Sage Accpac ERP Integration (E/W) Component on the Sage Accpac ERP server but do not set it up yet. For installation details, see Chapter 5, “Sage Accpac ERP Integration (E/W) Component.”

2. Configure access permissions for the IIS Anonymous Access Account on the SageCRM and Sage Accpac ERP servers. See the later subsection “IIS Anonymous Access Account.”

3. On the SageCRM machine:

a. Install Sage Accpac ERP Workstation.

b. Set up the Sage Accpac ERP Integration (E/W) Component.

See the later subsection “Set up Sage Accpac ERP Workstation and Integration on the SageCRM Server.”

4. In SageCRM, set up the Sage Accpac ERP integration, using the Administration menu > Sage Accpac Administration. See the section, “Performing Sage Accpac Administrative Tasks” in Chapter 6.

5. Configure additional permissions for Windows users who may be updating SageCRM from Sage Accpac ERP, if you are using COM/DCOM connection from Sage Accpac ERP to SageCRM. See the later section, “Additional User Permissions for COM/DCOM (using Different Machines Setup).”

IIS Anonymous Access Account

You need to set the IIS Anonymous Access Account on the SageCRM machine to a domain user account, instead of a local machine user account. Refer to the earlier section “Checking the IIS Anonymous Access



Account” for directions. You need to use a domain account, for example, domainname\user1, instead of the default machinename\IUSR_machinename account.

This user should have access to the Sage Accpac ERP programs and data, and the SageCRM programs and data, as described earlier in “Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine.”

It is recommended this user have administrative rights on the SageCRM and Sage Accpac ERP machines.

In addition, you will need to change the account under which the SageCRM Application Pool runs, to use the IIS Anonymous Access Account.

To do so:

1. On the SageCRM machine, open the Microsoft Start menu, and then choose All Programs > Administrative Tools > Internet Information Server (IIS).

2. Click the server name, and then double-click on the Application Pools folder.

3. In the list under Application Pools, right-click the CRM AppPool entry, and select Stop:

4. Right-click the CRM AppPool entry and select Properties to open the CRM AppPools Properties window, select the Identity tab, and set the following:

a. In the Application Pool Identity section, select the “Configurable” option.

b. In the User Name and Password fields, enter the name and password of your IIS Anonymous User.



c. Click Apply, then click OK to save your settings.

5. In the Application Pools list, right-click on the CRM AppPool again, and click Start.

6. Reset IIS.

7. Make this user a member of the IIS_WPG group (the IIS worker process group), as follows:

a. Go to Administrative Tools > Computer Management > Local Users and Groups, and double-click on the Groups Folder.

b. Double-click on the IIS_WPG group.

c. Click Add to open the Select Users, Computers or Groups window.

d. Enter or select your user, then click OK.

e. In the IIS_WPG Properties window, click Apply, then click OK.

8. Make sure the IIS_WPG group has sufficient rights on the CRM installation folder (default location is C:\Program Files\Sage\CRM\).

Set up Sage Accpac ERP Workstation and Integration on the SageCRM Server

For information to flow from Sage Accpac ERP Accounts Receivable Customers to SageCRM, you should:

• Set up the Sage Accpac ERP workstation (using Workstation Setup with UNC paths) on the SageCRM server. Setting up workstations is described in the System Manager Administrator Guide.



• Set up the Sage Accpac ERP Integration (E/W) Component, first on the SageCRM server and then on the ERP server, as described in Chapter 5.

Note: You should reset IIS on the SageCRM server after you have set up the options in the E/W SageCRM Setup form, and run the E/W Workstation Setup utility.

When you run the E/W Workstation Setup utility on the SageCRM machine, it will ask to install the SageCRM Synchronization Component if it’s not yet installed. Select to install this component if you are planning to use Web Services connection from Sage Accpac ERP to SageCRM.

You can find instructions for installing the integration component, and selecting the Web Services connection, in Chapter 5, “Sage Accpac ERP Integration (E/W) Component.”

Additional User Permissions for COM/DCOM (using Different Machines Setup)

This section applies only if using COM/DCOM Connection to update information from Sage Accpac ERP to SageCRM. (If using Web Services connection, no extra permissions are needed.)

This section applies to Windows users who may login and make updates from Sage Accpac ERP to SageCRM; for example, from a Sage Accpac ERP workstation.

For COM/DCOM connection setup, Windows users should have the same permissions as set in the section “Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine.”

In addition the following may be needed:

• Rights for the MachineKeys folder on the SageCRM machine should be given to the user. See the section “Additional User Permissions for COM/DCOM (using Same Machine Setup)” for details.

• Depending on your setup, you may need to add Remote Launch and Remote Activation rights for the default DCOM settings. To do this, follow these steps, on the SageCRM machine:

a. From the Microsoft Start menu, choose All Programs > Administrative Tools > Component Services > Component Services > Computers.

b. Right-click on My Computer, and select Properties.

c. Select the COM Security tab.



d. In the Launch and Activation Permissions area, click Edit Limits to open the Launch Permission window.

e. If your user (or the group to which it belongs) is not listed, click the Add button to add it.

f. In the Select Users, Computers or Groups window, enter or select your user, and click OK to close the window.

g. Back in the Launch Permission window, select your user, and make sure that all 4 permissions are selected (Local Launch, Local Activation, Remote Launch and Remote Activation):

h. Click OK to close the window.

i. On the My Computer Properties window, click Apply.

j. Restart your machine.



As an alternative to setting the rights described in steps (a) to (j) above, you can add the Windows user to the machine’s Distributed COM Users group as follows:

a. Go to Administrative Tools > Computer Management > Local Users and Groups, and select the Groups folder.

b. In the list on the right, double-click on the Distributed COM Users group.

c. In the Distributed COM Users Properties window, click Add to open the Select Users, Computers or Groups window. Enter or select your user, then click OK, and click OK on the Distributed COM Users Properties window.

Other Settings

• Disable Connection Pooling. See the earlier section on page 4-15 in “Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine” for details on when and how to do this. This should be disabled on the Sage Accpac ERP server. After rebooting both machines, you may need to rerun Synchronize Tables in SageCRM (Chapter 6 provides instructions on how to synchronize tables).

• If you are using .NET in the connection from SageCRM to Sage Accpac, you will need to download the Sage Accpac web components on the SageCRM server.

To do so, you need to run Sage Accpac ERP Web Deployment using .NET remoting. See the Sage Accpac System Administrator Guide for details. Then you need to run Sage Accpac ERP in browser mode (as a web client) on the SageCRM server, up to signing on to your company. This will download the Sage Accpac .NET components.

• If you are using .NET web deployment in Sage Accpac ERP (described in the System Manager Administrator Guide), you will need to run it

Now you can…


under an account which has which has sufficient rights on both the Sage Accpac ERP and SageCRM machines (for example a domain user account). You can set this account in Administrative Tools > Services > Sage Accpac .NET Remoting Service, on the Logon tab.

Now you can… • Explain how server resources are accessed through a web browser.

• Explain how to work with IIS.

• Configure server access on the SageCRM and Sage Accpac ERP servers if they are installed on the same machine.

• Configure server access if you have installed the SageCRM server on a different machine than the Sage Accpac ERP server.


Chapter 5 Sage Accpac ERP Integration

(E/W) Component

In this chapter you will learn about the Sage Accpac ERP Integration Component.

The Sage Accpac ERP Integration Component, also known as the E/W component, must be installed to Sage Accpac ERP so it can integrate with SageCRM.

The E/W component establishes a seamless link between your Sage Accpac ERP accounting system and SageCRM. The E/W component enables updates to go from Sage Accpac ERP to SageCRM.

The E/W component differs from the integration component for SageCRM that was discussed in Chapter 3, which enables updates to go from SageCRM to Sage Accpac ERP. You should have already installed the integration component for SageCRM when you installed SageCRM for Sage Accpac, as outlined in Chapter 3.

Overview of Steps To set up the Sage Accpac ERP integration (E/W) component, follow these steps. The rest of this chapter describes each step in more detail.

1. Install the E/W integration component on the server where Sage Accpac ERP is installed, and also on any workstations which have Sage Accpac accounting programs installed.

2. Activate the Sage Accpac ERP integration component. This will enable the following icons under the SageCRM folder on the Sage Accpac ERP company desktop:

• SageCRM Setup

• Workstation Setup

• Error Log

3. Open the SageCRM Setup form and choose the integration and notification options for your system.

Installing the E/W Component


4. Run the Workstation Setup utility on any Sage Accpac ERP desktop workstation (whether Sage Accpac programs are installed locally or running from the server) that you wish to integrate with SageCRM. You do not need to run the Workstation Setup utility on the client if you are running a browser client only.

Once you have chosen the appropriate options and completed these setup steps, changes made to customers, customer ship-to addresses, vendors, and vendor remit-to addresses, are reflected automatically in SageCRM.

Installing the E/W Component Follow these installation steps:


The main installation screen appears.

2. Select the Install SageCRM 6.1 option, to open the following.



3. Based on the version of Sage Accpac ERP being integrated, select Sage Accpac ERP 5.5 Integration or Sage Accpac ERP 5.4 Integration.

Note that the following steps refer to the Sage Accpac ERP 5.5 Integration installation. The steps are similar when installing the Sage Accpac ERP 5.4 Integration.

4. When the Welcome dialog box is displayed, select Next to continue.

5. Review the License Agreement carefully. If you accept all of its terms, select Yes; otherwise, select No to end the installation.

6. The Choose Destination Location dialog box is displayed. The destination folder (installation directory) defaults to the location of your Sage Accpac ERP system files. You should install the integration component to the same location where your Sage Accpac ERP is installed.


7. The Select Features dialog box is displayed. All features are selected by default. Accept the default and select Next.

8. The Select Program Folder dialog box is displayed. You can accept the displayed program folder name or choose a different folder name, then select Next to start copying files.

The copy status bar informs you that program files are being copied to your computer. When the copying process ends, the Installation Complete dialog box appears.

Install the Synchronization Component

9. If the SageCRM synchronization component is not installed, a dialog box asks if you want to install it.

Select Yes. This component is required if you plan to use the Web Services synchronization method described later in “Choose Integration and Notification Options.”

The following dialog box appears. Click OK.

10. At the following dialog box, click Next.



11. To continue, accept the license agreement, and click Next.

12. At the Select Installation Folder dialog box:

a. Accept the default location or click Browse to choose a location.

b. Choose the option to install the synchronization component for “Everyone.”

c. Click Next.

Activating SageCRM Integration within Sage Accpac ERP


13. The following dialog box appears. To start the installation, click Next.

14. When the installation completes, a message will inform you.

Close the dialog box.

15. Proceed to the next section to activate the Sage Accpac Integration Component within your Sage Accpac ERP accounting system.

Activating SageCRM Integration within Sage Accpac ERP

After you install the Sage Accpac ERP Integration Component, you must activate it, as follows.

1. Start Sage Accpac ERP from your workstation.

Choose Integration and Notification Options


2. Log on as the ADMIN user in your company database. If security is activated in Sage Accpac, you need to enter the password for the ADMIN user.

3. Choose Data Activation from Administrative Services.

4. From the Applications list, select the appropriate version of SageCRM Integration, and choose Activate. This opens the SageCRM Integration Activation dialog box.

5. In the SageCRM Installation Name field, enter the name of your SageCRM installation.

6. Click Proceed to complete the activation. To cancel the activation, click Close on the Activation window.

Once activation is finished, and you close the Data Activation window, the SageCRM folder is displayed on the Sage Accpac desktop.

Choose Integration and Notification Options This form lets you choose several options for running SageCRM with Sage Accpac ERP. You must use this form to choose setup options when you first set up SageCRM.

Once you have set up SageCRM Integration, use this form when you want to change your selections.



To use the SageCRM Setup form:

1. Select the SageCRM folder and choose SageCRM Setup.

The E/W SageCRM Setup form appears:

2. Review and select the following connection options on the Setup form:

Suspend All Integration to SageCRM. Choose this option if you do not want any changes in Sage Accpac ERP to be reflected automatically in SageCRM.

Suspend A/R Integration to SageCRM or Suspend A/P Integration to SageCRM. Choose if you do not want changes in Accounts Receivable or Accounts Payable to be reflected automatically in SageCRM.

Suspend A/R Ship-To Addresses Integration to SageCRM or Suspend A/P Remit-To Addresses Integration to SageCRM. Choose if you do not want changes to these addresses in Accounts Receivable or Accounts Payable to be reflected automatically in SageCRM. (Note that after an installation, these two options are selected, by default.)

SageCRM Installation Name. Ensure that the SageCRM installation is correct (the default is CRM).

If you change this field, and you use Web Services as the synchronization method, be sure to change the Web Services URL field as well (either click the SageCRM Web Services URL button or type in the URL field directly).



Logon User. The default is “CRM”. The CRM user account is created automatically within SageCRM to allow Sage Accpac ERP to connect to it. Accept this default user.

Password. To add security to this connection, enter a password.

Note: If you change the password for the Logon user, you also need to change the password for this user within SageCRM.

SageCRM Server Name. This should default to your computer’s machine name. If SageCRM is installed on a different machine, enter the name of the SageCRM server.

If you change this field, and you use Web Services as the synchronization method, be sure to change the Web Services URL field as well (either click the SageCRM Web Services URL button or type in the URL field directly).

SageCRM Synchronization Method. Choose how you want Sage Accpac ERP to communicate with SageCRM. You can choose COM/DCOM or Web Services.

COM/DCOM requires more permission settings than Web Services. See Chapter 4 of this guide for setup instructions.

Class ID or Web Services URL. Depending on your synchronization method, you will see the class ID here, or a default Web Services URL.

The Class ID is not editable and should resolve itself when you click Save. The SageCRM server name and Class ID are both used by the DCOM (Distributed Common Object Model) connection from Sage Accpac ERP to SageCRM.

The Web Services URL field consists of the SageCRM Server Name field, the SageCRM Installation Name field, and program defaults. For example: http://605DEV05/CRM09/eware.dll/webservices/soap where 605DEV05 is the server name, and CRM09 is the installation name.

The adjacent SageCRM Web Services URL button updates the Server Name and Installation Name portions of the URL.

If you make changes to the SageCRM Server Name field or the SageCRM Installation Name field, you should click the SageCRM Web Services URL button to automatically update the corresponding portions of the URL field.

Alternatively, you can simply type over the existing value in the URL field. The server name and installation name used in the URL must be the same as the value in the SageCRM Server Name field and the SageCRM Installation Name field.

Setting up Sage Accpac ERP Workstations


3. Review the notification options at the bottom of the Setup window.

Acknowledge operations. By default, whenever a customer or vendor record is edited and saved in Sage Accpac ERP, a notification window is displayed to inform the user that the update to SageCRM was successful. Uncheck this option if you do not want to receive notification messages.

Display errors. By default, the integration component alerts the user to any problems that occur when the program tries to update a customer or vendor in SageCRM. You can turn this option off and view the error log to review any problems.

Log errors. This option allows the administrator to turn on or off the logging of errors received by the integration component.

4. Click Save to complete the setup process, and then click Close to exit.

Setting up Sage Accpac ERP Workstations You need to run the Workstation Setup utility on any Sage Accpac ERP desktop workstation (whether Sage Accpac programs are installed locally or running from the server) that you wish to integrate with SageCRM. You do not need to run the Workstation Setup utility on the client if you are running a browser client only.

To run workstation setup:

1. Start Sage Accpac ERP on the workstation you want to set up.

2. Select the SageCRM folder, and choose Workstation Setup.

3. The SageCRM synchronization component is required if you have chosen the Web Services synchronization method. If it has not yet been installed, a message will appear:

Click Yes to install it. Follow the instructions provided by the setup wizard. For detailed instructions, see the steps describing synchronization component installation in the earlier section “Installing the E/W Component,” in this chapter.

4. The program also displays a message that informs you if the workstation is currently set up to communicate with SageCRM:

Now you can…


This does not necessarily mean that the communication connection between SageCRM and Sage Accpac ERP is successful.

You can test the connection, as instructed in a later step.

5. Click Close, and the following window appears:

If you use Web Services, the Web Services URL displays. If you use COM/DCOM, the Class ID displays.

6. To test the connection, click the Test button.

7. Click Close to exit.

Note: If you move SageCRM to another installation location or to a different server, you must rerun the SageCRM Setup program and the SageCRM Workstation Setup utility.

Now you can… • Install the Sage Accpac ERP integration component.

• Activate SageCRM within Sage Accpac ERP.

• Set up Sage Accpac ERP workstations.

• Explain notification options.


Chapter 6 Using SageCRM for Sage Accpac


• Starting SageCRM for Sage Accpac.

• Performing Sage Accpac Administration tasks.

• Working with Sage Accpac ERP via SageCRM.

Before you start Once you have installed SageCRM for Sage Accpac (Chapter 3) and have installed and activated the Sage Accpac ERP Integration (E/W) Component in Sage Accpac ERP (Chapter 5), and set up the appropriate permissions (Chapter 4), you can start using SageCRM for Sage Accpac. Unless otherwise specified, instructions and figures in this chapter are based on integration with Sage Accpac ERP 5.5.

Note: SageCRM integrates with a standard installation of Sage Accpac ERP. You do not require the Sage Accpac ERP Web Client in order to integrate with SageCRM. However, you do require the Sage Accpac ERP Web Client if you wish to open the Sage Accpac ERP forms (such as the Sage Accpac Order Entry form) from within SageCRM.

If you are using the Sage Accpac ERP Web Client, check that it is properly installed before starting to work with SageCRM. You must run Sage Accpac ERP through its Web Desktop at least once per browser workstation so that the Sage Accpac ERP Web Client is properly installed, and you can then open the Sage Accpac ERP forms from within SageCRM. Please refer to your Sage Accpac ERP documentation for more information.

Starting SageCRM To start SageCRM:

If you are on the SageCRM server, you can start SageCRM by opening the Microsoft Start menu; then choosing Programs > SageCRM for Sage Accpac ERP > CRM.

Performing Sage Accpac Administrative Tasks


Otherwise, you can start SageCRM as follows.

1. First start Internet Explorer and enter the URL address for the installation. The URL address is:

http:///

For example, if your computer’s name is ACCPAC, and you installed SageCRM with the default installation name of CRM, enter the following into your web browser:

http://ACCPAC/CRM

The Log On dialog box appears.

2. Enter admin in the User Name field, and leave the Password field blank.

3. Click the Log On button.

SageCRM displays the splash screen, or the My CRM work area.

If this is a new installation, you need to configure the connection to the Sage Accpac ERP database by following the steps in the next section.

Performing Sage Accpac Administrative Tasks Each user in SageCRM that will make use of a Sage Accpac integrated area needs to be mapped to a unique Sage Accpac user ID.

To set up Sage Accpac ERP User integration:

1. Start SageCRM, select the Administration menu, and select the Users button.

2. In the Users submenu screen, select Users.

Each user is set up in the standard CRM Admin Users section (see the User Administration chapter in the SageCRM System Administrator Guide for more details).

3. Use the buttons on the right hand side of the screen to search for an existing user or add a new user. When you select an existing user, the User Details screen is displayed.

4. Select the Change button, and edit the More User Details panel at the bottom of the screen. (There are two More User Details panels. The lower one contains the information that you need to edit.)
http:///



5. You need to supply a unique Sage Accpac User ID and Sage Accpac Password even if security in Sage Accpac ERP has been disabled.

6. Select each of the Sage Accpac integration functions that this user is allowed to perform. This security layer is not a replacement for the Sage Accpac ERP security; it is simply a way to show or hide a screen.

To select integration settings:

1. In the Administration menu, select the Sage Accpac Administration button to display the Sage Accpac Administration screen. At this point, the screen contains one option, Setup Integration.

2. Select the Setup Integration button. A form opens that provides fields you can use to find or edit company databases after you have added them.

Any databases already added will appear beneath the Find fields.

3. To add a link to a new database, select the New button at the right of the form, to open the following.

4. Enter:

• The Sage Accpac ERP company database ID (for example, SAMLTD).

• The Sage Accpac ERP Company name (for example, Sample Company Limited).



• The name of machine that is acting as the Sage Accpac ERP Web server. Typically, this is the CRM machine itself.

If you are using Sage Accpac ERP .NET Web Deployment, and wish to use .NET remoting to send information from SageCRM to Sage Accpac ERP and to open the Sage Accpac screens from within SageCRM, then set the Accpac Server Name to use .NET notation, in the form of in the form of “net://:9000” (where 9000 is the port used by .NET remoting). If you use .NET notation, you must download the Sage Accpac .NET Libraries to the CRM machine. To do this: On the CRM machine, open Sage Accpac ERP in browser mode (using .NET Web Deployment) and sign on to a company.

• Whether this is the default company.

5. Click Save to update your changes and to return to the previous form.

6. If you are finished, click Continue to exit. Otherwise, to add another company, repeat steps 3 to 5.

You are returned to the Sage Accpac Administration screen. Because you have set up the integration settings, an additional option, Synchronize Tables, is available.

Synchronizing Tables

The Synchronize Tables function updates SageCRM database tables with the tables defined for the following fields in the Sage Accpac ERP database:

• Groups

• Tax Groups

• Terms

• Currencies

The tables should be synchronized after the installation is completed and before you add any data to the system.



To synchronize tables:

1. At the Sage Accpac Administration screen, choose Synchronize Tables. The following form appears.

2. Select the Sage Accpac company name.

3. Select each of the tables that you want to synchronize.

Note: If the Currency Upload checkbox is not displayed on the list, and this is a clean CRM install (not an upgrade), it means that you included demo data in the installation. If this is the case, you should reinstall CRM without demo data. Please refer to Chapter 3, “CRM Installation” for more information.

4. Click the Synchronize button.

When synchronization is completed, CRM displays the values extracted from the Sage Accpac ERP database.

5. Select Continue at the bottom of the screen to proceed.



6. Repeat for each company.

Currency Synchronization in New Installations

After synchronizing the dropdowns, you need to reset the base currency from Administration | Data Management | Currency Configuration. After synchronization, all the currency exchange rates are set to 1. Once you have reset the base currency, you should use Administration | Data Management | Currency to set up all of the currency rates against the base currency.

For more information on setting up currencies in SageCRM, please refer to the Multicurrency Support chapter in the SageCRM System Administrator Guide.

Currency Troubleshooting

In exceptional circumstances, you may need to synchronize currencies manually. For example, you may have an existing SageCRM installation already set up with currencies and you want to integrate it with Sage Accpac ERP. Because currencies are already set up, the Currency Upload checkbox is not available, nor is the Currencies button.

Note: If you synchronize currencies, you wipe all existing currency values, so any value in the database that contains a currency value is affected. Moreover, after you synchronize, you need to use Administration | Data Management | Currency to set up all of the currency rates against the base currency.

• To display the Currencies button in the Sage Accpac Administration screen, insert the parameter ManualCurrency, with a value of Y, into the SageCRM database’s Custom_Sysparams table.

• To display the Currency Upload checkbox on the list of drop-downs to synchronize, insert the parameter CanImportCurrency, with a value of Y, into the SageCRM database’s Custom_Sysparams table.

Populating SageCRM with Sage Accpac ERP Data

The Import Customers and Import Vendors functions let you import a range of customers and vendors from Sage Accpac ERP Accounts Receivable and Accounts Payable into SageCRM.

To populate SageCRM with customers and vendors:

1. At the Sage Accpac Administration screen, choose either the Import Customers button or the Import Vendors button.



The following appears (for Import Customers):

2. Select the company that you are importing from.

3. Select whether to import customer records, or ship-to address records, or both. Similarly, when you import vendors, you can choose to import vendor records, or remit-to address records, or both.

Note that if you choose to import ship-to addresses, you must also import the associated customer records at the same time, unless the customer records have already been imported into SageCRM. For example, if you had previously imported customers 1000 to 2000, you can choose Import Ship-To Addresses for customers 1000 to 2000, without choosing Import Customers.

Similarly, to import remit-to addresses, the associated vendor records must be imported as well, unless previously imported.

You use these import options in conjunction with the From/To Customer Number (or From/To Vendor Number) fields — see the next step.

4. Enter the customer/vendor range that you want to import, or leave the “From” field blank and the “To” field as “ZZZZZZZZZZZZ” to import all customers/vendors.

The range applies to both the Import Customers and the Import Ship-To Addresses fields (or Import Vendors and the Import Remit-To Addresses fields).

If you selected only the Import Ship-To Addresses option (or only Remit-To Addresses), SageCRM will import the addresses of the customers/vendors that fall within the specified range. For example, if the customer range was 1000 to 2000, SageCRM will import the ship-to addresses of customers 1000 to 2000.



5. Select the Import from Sage Accpac button.

Note: Importing data from a large database for the first time may be lengthy. A list of 100 customers or vendors is displayed at a time while they are being imported.

When the process is complete, SageCRM lists the number of customers/vendors (and ship-to/remit-to addresses) imported and displays a Continue button.

6. Click Continue to exit.

7. Repeat for each company.

Setting up Sage Accpac Security

On the Sage Accpac Administration menu, you can set up two levels of security — the user level and the database level.

• User Level. You use Accpac User-Level Security to define a user’s access rights to the integrated screens, such A/R Inquiry. These rights apply to all Sage Accpac ERP integrated databases except the databases specified in the Accpac Database-Level Security function, described next.

• Database Level. You use Accpac Database-Level Security to define a user’s access rights to the integrated screens, such A/R Inquiry, where the rights apply only to the Sage Accpac ERP integrated database that you choose.

For example, assume your SageCRM is integrated with two Sage Accpac ERP databases: SAMINC and SAMLTD. You want user JOHN to have access to all Sage Accpac ERP integrated screens (A/R Inquiry, A/R Invoice UI, and so on) while working with SAMINC. However, while working with SAMLTD, user JOHN should not have access to the A/R Inquiry screen.

You would use Accpac User-Level Security to give user JOHN access to all Sage Accpac ERP integrated screens, which would apply to all integrated databases (SAMINC and SAMLTD). You would then use Accpac Database-Level Security to specify the A/R Inquiry restriction for SAMLTD. Then, assuming that customer 1200 existed in both SAMINC and SAMLTD, user JOHN would see the A/R Inquiry tab if viewing customer 1200 from



SAMINC, but would not see the A/R Inquiry tab if viewing customer 1200 from SAMLTD.

Accpac User-Level Security

On the Sage Accpac Administration menu, Accpac User-Level Security allows you to set the Sage Accpac integration access rights for all the users at once.

Each user can also be set up individually within t