Sage 100 ERP Intelligence. Citrix Environment Installation Guide

Transcription

1 Sage 100 ERP Citrix Environment Installation Guide

2 The software described in this document is protected by copyright and may not be copied on any medium except as specifically authorized in the license or non disclosure agreement. This document is also protected by copyright, and may not be reproduced or transmitted, in whole or in part, by any means, including photocopying, facsimile transmission, or reduction to any electronic medium or machine readable form, without the express written consent of Sage Software Inc Sage Software, Inc. All rights reserved. The Sage Software logo and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. or its affiliated entities. Adobe and Adobe are registered trademarks of Adobe Systems, Incorporate. Microsoft, the Microsoft logo, MS, MSDOS, FRx, Microsoft Excel, Windows and Windows NT are trademarks of Microsoft Corporation. Other product names are trademarks or registered trademarks of their respective owners. 2 Sage FRx Conversion Assistant Utility

3 Installation Guide Introduction This installation guide is intended to explain the process to be followed when attempting to install Sage 100 ERP on a Citrix XenApp/XenDesktop Load Balanced or Single Server Instance. This guide caters for installing Sage in Citrix environment for use with the following products: Sage 100 ERP Standard (Version 4.4 and 4.5) Sage 100 ERP Advanced (Version 4.4 and 4.5) Sage 100 ERP Premium (Version 4.5 only) Repository The Sage repository contains metadata and a database where Sage stores reports, security rules, license details and other configuration. This repository should always be setup on a server or workstation which is centrally accessible via a network connection to all workstations which have Sage installed. Sage 100 ERP uses a workstation licensing model whereby licenses are assigned to workstations which need access to the modules. Three workstation license types are available to be assigned and offer varying degrees of access: Connector License Enables full access to all modules. Report Manager License Enables access to Report Manager and Report Viewer Report Viewer License Enables access only to Report Viewer *Note the Report Designer license is not a workstation based license and will allow all workstations access to the Report Designer module once activated. 3 Sage FRx Conversion Assistant Utility

4 Sage 100 ERP Standard Single Server Citrix Environment Citrix Environment Install Sage Here Setup Sage Repository Here or on a Separate Server Citrix Access Gateway If Using XenApp, Publish Sage Modules Here Server (Sage 100 ERP Client and Database) Installation Sage report repository should be installed on either the same server as Sage 100 ERP or another server which is accessible to the Sage 100 ERP server. Setting up the repository on a separate server caters for server count growth if load balancing is implemented later. Sage must be installed on the same Application Server where Sage 100 ERP is installed. Within a single Application Server Citrix environment the same workstation is used by all users to access Sage, as Sage can only assign one license to a workstation - all users whom access Sage via the single workstation will share the same workstation license. In this scenario, purchasing a connector license and assigning it to the Application Server where Sage If you are using Citrix XenApps, only publish the Sage modules which you want each user to access on the Access Gateway. 4 Sage FRx Conversion Assistant Utility

5 Sage 100 ERP Advanced and Premium Single Client and Single Database Server Citrix Environment Citrix Environment Install Sage Here Setup Sage Repository Here Citrix Access Gateway Application Server (Sage 100 ERP Client) Database Server (Sage 100 ERP Database) If Using XenApp, Publish Sage Modules Here Installation Setup the Sage repository shared folder on a server which is accessible to the Application Server such as the Sage 100 ERP Database Server, ensure all Sage 100 ERP users have read/write access to this folder. Install Sage on the same Application Server where Sage 100 ERP is installed. When launching Sage for the first time, a prompt will appear requesting the location of the repository path, enter the full network location of the repository shared folder which was created. Register Sage using the License Manager to activate your licenses. Within a single Application Server Citrix environment the same workstation is used by all users to access Sage, as Sage can only assign one license to a workstation - all users whom access Sage via the single workstation will share the same workstation license. In this scenario, purchasing a single connector license is recommended this will allow all users to access all modules of Sage therefore it is recommended the shortcuts to launch each module are restricted to users who need access to each module. For example if a user only needs access to the Report Viewer module, ensure the Report Manager, Connector, Security Manager and License Manager module shortcuts are not accessible for this user. 5 Sage FRx Conversion Assistant Utility

6 If you are using Citrix XenApps, only publish the Sage modules which you want each user to access on the Access Gateway. Load Balanced Citrix Environment Citrix Environment Install Sage On Each Client Setup Sage Repository Here Sage 100 ERP Client Citrix Access Gateway Load Balancer Sage 100 ERP Client Sage 100 ERP Database If Using XenApp, Publish Sage Modules Here Sage 100 ERP Client Installation Setup the Sage repository shared folder on a server which is accessible to the Application Servers such as the Sage 100 ERP Database Server, ensure all Sage 100 ERP users have read/write access to this folder. Install Sage on each of the Application Servers where Sage 100 ERP is installed. Launch Sage on each Application Server, when launching for the first time, a prompt will appear requesting the location of the repository path, enter the full network location of the repository shared folder which was created. Register Sage using the License Manager to activate the licenses you have purchased. You will only need to perform this step once on one Application Server as once you have done this the remainder of Sage installations on other Applications Servers will detect the licensing from the repository. Within a load balanced Citrix environment a user will be directed to any one of the available Application Servers based on the load of the Application Server. This means all Application Servers need to have a license in order to launch Sage. In this scenario, purchasing a connector license is also recommended, however you will need to request multiple connector licenses from Sage (additional connector licenses are free for a single site). 6 Sage FRx Conversion Assistant Utility

7 The number of connector licenses you request is dependent on how many Application Servers you have installed Sage on, for example if you have 3 load balanced Application Servers you will need to request 3 connector workstation licenses. Having each Application Server assigned a Connector license will allow all users to access all modules of Sage therefore it is recommended the shortcuts to launch each module are restricted to users who need access to each module. For example if a user only needs access to the Report Viewer module, ensure the Report Manager, Connector, Security Manager and License Manager module shortcuts are not accessible for this user. If you are using Citrix XenApps, only publish the Sage modules which you want each user to access on the Access Gateway. 7 Sage FRx Conversion Assistant Utility