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Sage 100 - Azure Sage Partner Cloud (SPC)

This article outlines the prerequisites and steps to follow in order to set up an integration with Sage 100 France "SPC".

Updated over 3 weeks ago

🚨 This activation requires the support of your IT partner or Sage integrator.
All necessary information and assistance are detailed in the section below.

This version of Sage 100 is available on a Microsoft Azure environment with possible administration, full SaaS-PaaS-IaaS.

It is exclusively marketed by Sage 100 resellers called integrators with :

  • Native access to the Microsoft SQL Server Azure engine

  • Access to Sage 100 SPC-specific business objects.

⚠️ BE CAREFUL: This version of Sage 100 DOESN'T REQUIRE the installation of the Objets Métiers library of Sage 100 On Premise. A dedicated version is installed by default by Sage.

If you encounter issues after the installation of the connector, please verify the Objets Métiers library of Sage 100 On Premise wasn't installed during the installation process. If the Objets Métiers library of Sage 100 On Premise was installed by mistake, please follow these steps to restaure the correct version of the the Objets Métiers library of Sage 100 SPC:

  1. Uninstall the Objets Métiers library of Sage 100 On Premise

  2. Update the virtual machine to the current installed version. This will force the installation of the correct version of the the Objets Métiers library of Sage 100 SPC

🚨 PREREQUISITES (conditions to be met prior to connection)

In order for the connector to work on the server, you must ensure before installation that:

✅ You have admin access to the server where Sage 100 is installed

⚠️ Please note that the server/computer must be accessible at all times with internet access (24 hours a day).

Otherwise, the data will not be synchronized

✅ The .NET framework 4.8 are installed on the server

✅ We have a Windows user who has read and write access to the SQL database of the accounting file and to the Sage 100 file.

There are two possible options:

  • Retrieve the name and password of a user who would have these two accesses.

  • Create a user specific to the Sage 100 connector - this is the recommended solution

✅ The Sage version is at least version 7, the version from which the business objects are compatible with the connector

🛠️ PREPARATION (information needed prior to connection)

In order to establish the connection with Sage 100 "On Premise", you will need to retrieve a certain amount of information on your Sage 100 instance and from the integrator partner who installed your Sage 100 instance.

  1. Find the code of your file / company

  2. Retrieve the number of the zone / analytical plan

  3. Retrieve the location of the accounting file (.mae)

  4. Retrieve your username and password

  5. Retrieve your SQL Server username and password

1. Find your file / company code

This information is visible from your Sage 100 instance at the very top of your page in a menu bar. In the center of this "menu" banner you will see the code of your file (company) indicated.
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2. Retrieve the number of the analytical zone/plan

To identify the analytical zone/plan number, you need to follow these steps from your Sage100 instance.

  • Menu → Structure → Analytical plan
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You need to choose the analytical plan to connect. In the example account below we have 4 possible analytical plans

  • Activity = 1 (fill in the number 1 to select the first analytical plan option)

  • Products and services = 2 (fill in the number 2 to select the second analytical plan option)

  • Business = 3 (fill in the number 3 to select the third analytical plan option)

  • and so on...


3. Retrieve your Azure SQL instance and database name

Afin d'installer l'extension sur le cloud, il vous faudra:

  • Contact your Sage100 integrator.

    • Ask them to provide you with the following information:

      • Your SQL Azure instance (server) name (looks like a code like "xiyxu8z271")

      • SQL Azure database name (looks like a code like "xim9mokrk4q_AS274AY1ZH")

3. Retrieve your Sage 100 username and password

The Sage 100 username can be retrieved in the following way:

  • On your Sage 100 account go to "File" → "System configuration and sharing"

  • Then the password of the Sage user is that of the user above. It is possible that the user mentioned does not have a password. In this case, this field must be left empty.

3. Retrieve your Azure SQL username and password

You must contact your Sage100 integrator and ask them to provide you with the following information:

  • Sage100 SQL Server Username

  • Sage100 SQL Server Password

⚡️CONNECTION

Step 1: Choose a name for your connexion (may vary from tools your are connecting to)

Step 2: Fill in the company code (name of the *.MAE file without the extension)

Step 3: Choose your Sage100 instance installation type (either on premise or on a Azure SPC server)

Step 4: Fill in your azure SQL Server name

Step 5: Fill in your azure SQL Database name

Step 6: Fill in your Sage 100 username

Step 7: Fill in your azure SQL Server username

Step 8: Fill in your azure SQL Server password

Step 9: Click on "Connect" to finalize the connexion and download the local agent

💿 FINALISATION - local agent download and installation

After completing the connection step, you will need to download and install the local agent on the server or computer where your Sage 100 instance is running.

Please follow the steps described this tutorial in order to finalize the connexion.


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