Requirements

You have access to an admin user of the server to perform the installation process
The .NET 4.8 framework must be installed on the server
You have access to a windows user that has read and write access to both the SQL database of your accounting folder and access to the sage folder on your server. For this you have 2 possibilities:
- Create a dedicated user having those permissions to be used to run the service. This is the solution that we do recommend
- Get the user and the password of a user having both access
Make sure that your Sage version is at least 7 or Higher. This is the version from which the Objets Métiers library is compatible with the connector

Make sure that the Objets Métiers library is installed and that the version is matching with theSage version installed on the server. You can download it here.

Sage 100 Version	Objets Métiers version
7.0	7.2
8.0	8.05
9.0	9.02
10.0	10.05
11.0	11.0
12.0	12.0

Recurring questions

How to check your Sage version ?

To check your Sage version, open Sage on the server.

From the menu bar, click on the question mark and then open the "about Sage 100" section

A new page will open. You will find the Sage version on the top of this page

How to check if the Objets Métiers Library is already installed on the server ?

Click on the search button on the bottom left of the desktop of the server and search for the "add or remove program" section

Then search with the keywords "Objets métiers". You should find the following result. The displayed version is the version of the library and must match with the version of your Sage

Filling the form

The first step is to fill the following form.

Name of the connection: This name is used only on the Chift platform. We recommend using the name of the accounting folder you are connecting. This field will be shown and help you to later, during the installation process
Analytic Zone/Plan Number: The ID of the analytic plan to use. This field may not always be displayed—if not visible, you can ignore it. If you need some assistance on this step, check the recurring questions below
Server type : Select Private Server (since we are installing Sage On-Premise).
PDF Storage Option:
- Select Yes to store PDFs as filestreams within Sage (accessible from the invoice).
- Select No to store PDFs in a server folder.

Once all those questions have been answered, you can simply click on the connect button. Two options will be displayed :

If you are filling the form on the server, click Download to get the installation file.
If someone else will perform the installation, click Send by Email and provide their email address.

Recurring questions

How to find the id of the analytic plan

From your Sage instance, open the Analytic plan section on the "structure" section.

The id simply match with the number of the plan to use.

Here is an example:

From this picture, you can see the different analytic plans on the left.

The number to use is simply the number matching the plan to use if you had to count them one by one.

Here, 1 would thus mean "Activité", 2 would mean "Produits et Services", and so on.

If you do not want to use any of those or if you have none, you can simply pick Not active

Installation process

Recommendation: Perform the installation directly on the server running your Sage 100 FR instance.

Once you have filled out the form and downloaded the zip archive, start by copying the archive to the server where Sage 100 is installed.

All following steps assume that you are connected to the server and that all prerequisites have been verified. If you have any doubts, stop here and make sure the requirements are met before proceeding.

Extract the contents of Setup.zip.

Inside, you will find:

settings.json – this is a configuration file (do not open or edit).
A set of executable files to install the Windows service.

⚠ Important: Do not move any files out of this folder. Everything is designed to work directly from the downloaded location to simplify the installation process.

Start the executable that matches your Sage version. For example, on our server running Sage 11.02, we use the v11.0 installer

The first screen asks you to select the installation language. Choose the one you are most comfortable with.

On the next screen, the installer will ask for the configuration file we mentioned earlier. The good news is that it’s automatically detected in the same folder as the installer, so you don’t need to select it manually

Confirm your Sage version. Make sure Sage On-Premise Version is selected.

Next, you will set up the connections for your Sage instance. All connections currently available on the server will be listed.

For each connection, you will see its name (for example, Demo Sage / MyAccountingFolder). This name matches the connection name you entered on the form earlier and identifies the corresponding Sage folder.

For each of the connexion, you will need to use the browse button to go and select the MAE file associated to that folder on Sage.

Once you selected the MAE file, a new pop up will open to ask for the Sage user to use to interact with Sage. We highly recommend the use of the default <administrateur> user.

Click Confirm to finalize the credentials setup for this folder.

If you have multiple connections to connect, fill those informations for all accounting folders to connect to make sure all folders are properly configured.

Once all folders are configured, click Confirm at the bottom right to proceed

Click on the Next button to validate all the information you’ve entered. The installer will now check access to each accounting folder configured in the previous step to ensure everything is set up correctly.

If any credentials are not recognized by Sage, click on Select MAE files to go back and update them before continuing.

Click Next to finalize the installation of the agent.

Click Install to start the installation.

If a screen appears indicating that a previous version of the installer exists, it simply means the service will be stopped and updated. Click Next to continue.

Once the installation is complete, click Finish.

🎉 Everything should be setup properly 🙌

Once this installation step has been performed, you will need change the user running the windows service to use your current windows user.

To do this, open the list of windows services running on your server. To do so, click on the windows search bar and write down the word "service". It should be the first result shown by Windows.

In that list of services, you will find one named Sage100FRService. Perform a right click on the service, then click on the properties to open it.

On the logon section, click on this account and then use your current windows user informations.

Once this is done, simply restart the service to ensure that the service starts with the proper permissions.