Sage Accpac ERP 5.6A. SageCRM 6.2 I Integration Guide

Transcription

1 Sage Accpac ERP 5.6A SageCRM 6.2 I Integration Guide

2 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

3 Contents Chapter 1: Introduction What is Sage Accpac ERP Integration? Chapter Summary Chapter 2: Getting Started SageCRM Licensing Requirements System Requirements SageCRM Sage Accpac ERP LanPak Licenses Client Workstations Now you can Chapter 3: SageCRM Installation Installing SageCRM with Sage Accpac ERP Integration Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed Now you can Chapter 4: Configuring Servers and Server Access Permissions Accessing Server Resources through a Web Browser Working with Internet Services Manager Restarting IIS to Reflect Security Changes Checking the IIS Anonymous Access Account Requirements for IIS 6.0 on Windows Configuring IIS 6.0 to Work with SageCRM Further Configuration of IIS 6.0 to Work with Sage Accpac ERP Integration Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine Directory Access Rights for NTFS Permissions/Rights for the SageCRM Program Files Permissions/Rights for SageCRM to Connect to Sage Accpac ERP Data Registry Permissions Sage Accpac ERP Integration Guide iii

4 Path Environment Settings Disable Connection Pooling if you use COM/DCOM Additional User Permissions for COM/DCOM (using Same Machine Setup) Permission for the MachineKeys Folder Access and Launch Permissions Permission to Read the Registry on the SageCRM Server Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine IIS Anonymous Access Account Set up Sage Accpac ERP Workstation and Integration on the SageCRM Server Additional User Permissions for COM/DCOM (using Different Machines Setup) Other Settings Running SageCRM integrated with Sage Accpac ERP on Windows Now you can Chapter 5: Sage Accpac ERP Integration (E/W) Component Overview of Steps Installing the E/W Component Activating SageCRM Integration within Sage Accpac ERP Choose Integration and Notification Options Setting up Sage Accpac ERP Workstations Now you can Chapter 6: Using SageCRM for Sage Accpac Working with SageCRM for Sage Accpac Sage Accpac ERP Integration Overview Log on to SageCRM Viewing Company Tabs in SageCRM Hints and Tips Viewing and Modifying O/E and P/O Transactions Create a New Sales Order (or Purchase Order) View, Modify, or Create Order Entry Transactions View Credit/Debit Notes View All Shipments (O/E) or All Receipts (P/O) View O/E Pending Shipments (or P/O Pending Receipts) View Item Sales (or Purchase) History View Customer Price List (O/E) or Vendor Contract Costs (P/O) View Serial and Lot Number Sales History View or Edit Requisitions (P/O only) iv SageCRM for Sage Accpac ERP

5 View or Edit Returns (P/O only) Viewing Customer and Vendor Aging and Statistical Information Viewing and Modifying A/R and A/P Transactions A/R Posted Transactions A/R Unposted Invoices A/R Unposted Receipts A/R Unposted Refunds Viewing and Modifying Optional Fields Viewing and Modifying Project and Job Costing Contracts Viewing and Modifying Return Authorization Documents Sage Accpac Quote Tab Promote a Customer or Vendor to Accpac Changing a Customer or Vendor Link Sage Accpac A/R and A/P Person and Address Fields National Accounts Import a National Account Solo Integration with SageCRM Notes on using Solo client with SageCRM Customer and Vendor Number Change Chapter 7: Where to Now Sage Accpac ERP Integration Guide v

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7 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 6.2 can be integrated with Sage Accpac ERP versions 5.4, 5.5, or 5.6. This guide details integration with version 5.6. Sage Accpac ERP Integration Guide 1 1

8 Chapter Summary 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 5: Sage Accpac ERP Integration (E/W) Component 6: Using SageCRM for Sage Accpac How to configure the SageCRM and Sage Accpac ERP servers for Sage Accpac ERP integration. How to install the Sage Accpac ERP integration component. 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. 1 2 SageCRM for Sage Accpac ERP

9 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. If you are using Windows 2008, please see the section Running SageCRM integrated with Sage Accpac ERP on Windows 2008 in this document. SageCRM Windows 2000, 2003 or 2008 (with all the latest service packs). Microsoft SQL Server 2000, 2005, or 2008 (with all the latest service packs) Microsoft Internet Information Server (IIS) version 5.0, 6.0 or 7.0 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: Sage Accpac ERP Integration Guide 2 1

10 System Requirements Appropriate database software (for details, refer to the Sage Accpac ERP System Manager Administrator Guide). Sage Accpac ERP 5.6 System Manager 5.6. General Ledger 5.6, Accounts Receivable 5.6, Accounts Payable 5.6. Order Entry 5.6 (note that Order Entry needs Inventory Control 5.6). Or Sage Accpac ERP 5.5 System Manager 5.5 with the latest Product Update. 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 5.6, 5.5, and 5.4 Sage Accpac modules when integrating with SageCRM. If you use Sage Accpac ERP 5.6, SageCRM also integrates with: Sage Accpac Purchase Orders 5.6A Sage Accpac Return Material Authorization (RMA) 5.6A Sage Accpac Project and Job Costing 5.6A To integrate SageCRM with any of these modules, you must install version 5.6A of the module. If you use Sage Accpac ERP 5.5, SageCRM also integrates with: 2 2 SageCRM for Sage Accpac ERP

11 System Requirements 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 product updates. 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. 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. 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 6.2. 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 Sage Accpac ERP Integration Guide 2 3

12 Now you can 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. The same applies if you need to open the Sage Accpac ERP forms from within SageCRM on a Windows 2008 machine. Windows 2000, XP or above 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 Explain SageCRM licensing requirements List system requirements for the SageCRM server, Sage Accpac ERP server, and Sage Accpac ERP workstations. 2 4 SageCRM for Sage Accpac ERP

13 Chapter 3 SageCRM Installation In this chapter you will learn about: 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. Select SETUP.EXE from the SageCRM installation disk or from the download files. The main installation screen appears. 2. Select the Install SageCRM 200 option. 3. The following appears: Sage Accpac ERP Integration Guide 3 1

14 Installing SageCRM with Sage Accpac ERP Integration Select Next to continue. 4. 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. 5. 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. 3 2 SageCRM for Sage Accpac ERP

15 Installing SageCRM with Sage Accpac ERP Integration The company name and license key must be typed in exactly the same way as provided to you by Sage. 6. Select Next. 7. If the program does not find the required Microsoft SQL Server or Client Tools 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, choose your database type (typically, this would be the default, Existing Microsoft SQL Server), and select Next. 8. 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. 9. Select Next to continue. The Installation Name dialog box appears. Sage Accpac ERP Integration Guide 3 3

16 Installing SageCRM with Sage Accpac ERP Integration 10. Type the installation name. We recommend that you use the default installation name, CRM. 11. 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. 12. Select Next. The SQL Database Server Login details dialog box appears: 3 4 SageCRM for Sage Accpac ERP

17 Installing SageCRM with Sage Accpac ERP Integration 13. 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. 14. 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. 15. Select the Next button. (If you wish, you can select the Sample Self Service support site.) The Default Currency dialog box appears. 16. 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. 17. Select Next. To convert SageCRM reports to PDF format, SageCRM needs to install FOP PDF conversion software developed by Apache Software Foundation ( If it is not already installed, the Install PDF Conversion Software dialog box is displayed. Sage Accpac ERP Integration Guide 3 5

18 Installing SageCRM with Sage Accpac ERP Integration 18. 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. 19. 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. 20. 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. 21. 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. 22. 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. 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. 3 6 SageCRM for Sage Accpac ERP

19 Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed Note: As of SageCRM 5.8, the default installation location for SageCRM is C:\Program Files\Sage\CRM\<CRMInstallName>. 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. Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed 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 6.2 integrated with Sage Accpac ERP 5.5, and then later upgrade to Sage Accpac ERP 5.6, you will have to reinstall Sage Accpac Integration this time choosing version 5.6 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 6.2 to a pre-6.2 SageCRM. To install Sage Accpac ERP Accounting Integration for SageCRM separately: 1. Run the SETUP.EXE from the SageCRM installation disc or from the download files. The main installation screen appears. 2. Select the Install Sage Accpac Accounting Integration option. 3. On the next screen, select the Install Sage Accpac Accounting Integration for SageCRM option. 4. The following dialog box appears: Sage Accpac ERP Integration Guide 3 7

20 Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed Select Next to continue. 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. 3 8 SageCRM for Sage Accpac ERP

21 Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed 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 6.2. For example, select this option if you are moving from SageCRM 6.2 with Sage Accpac ERP 5.5 to SageCRM 6.2 with Sage Accpac ERP 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. Otherwise, select the appropriate upgrade path. For example, select the option if you are moving from SageCRM 6.2 with Sage Accpac ERP 5.5 to SageCRM 6.2 with Sage Accpac ERP 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. Sage Accpac ERP Integration Guide 3 9

22 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 SageCRM for Sage Accpac ERP

23 Chapter 4 Configuring Servers and Server Access Permissions In this chapter you will learn about: 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_<Computer Name>. 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. Sage Accpac ERP Integration Guide 4 1

24 Working with Internet Services Manager Unless otherwise specified, instructions and figures in this section are based on Windows 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, rightclick 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. 4 2 SageCRM for Sage Accpac ERP

25 Working with Internet Services Manager 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. Sage Accpac ERP Integration Guide 4 3

26 Working with Internet Services Manager 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. Default Web site settings Create a new account for the SageCRM Web site Note: You must consider the following points before proceeding. 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. 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. 4 4 SageCRM for Sage Accpac ERP

27 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 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. Sage Accpac ERP Integration Guide 4 5

28 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. Rightclick on that folder and select Properties. 2. Select the Home Directory tab, then click on the Configuration button. 4 6 SageCRM for Sage Accpac ERP

29 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. Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 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 Sage Accpac ERP Integration Guide 4 7

30 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 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 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 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, Error! Reference source not found. in Chapter 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\<CRMInstallName>. If you specified another location during the SageCRM installation, use it in place of \Sage\CRM. 4 8 SageCRM for Sage Accpac ERP

31 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 1. Open Windows Explorer and go to directory C:\Program Files\Sage\CRM\<CRMInstallName>. 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_<ComputerName>). 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. Sage Accpac ERP Integration Guide 4 9

32 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 8. Using the same steps mentioned above, set read and write access to the C:\Program Files\Sage\CRM\<CRMInstallName> 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_<ComputerName> ). 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.) 4 10 SageCRM for Sage Accpac ERP

33 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 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): Sage Accpac ERP Integration Guide 4 11

34 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 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_<ComputerName> account. 6. Click OK with the IUSR_<ComputerName> name selected to display the Permission Entry for Software window. 7. Turn on the Full Control permission: 4 12 SageCRM for Sage Accpac ERP

35 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 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. Sage Accpac ERP Integration Guide 4 13

36 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 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: 4 14 SageCRM for Sage Accpac ERP

37 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 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. Sage Accpac ERP Integration Guide 4 15

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

39 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 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. Sage Accpac ERP Integration Guide 4 17

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

41 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 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: Sage Accpac ERP Integration Guide 4 19

42 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 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 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\SecurePipe Servers\winreg 5. Right-click on winreg, and select Permissions SageCRM for Sage Accpac ERP

43 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. Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine 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, Error! Reference source not found. in Chapter 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 Sage Accpac ERP Integration Guide 4 21

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

45 Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine 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\<CRMInstallname>). 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. Sage Accpac ERP Integration Guide 4 23

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