Installation Guide Revision 1.0.

Transcription

1 Sage Intelligence Financial Reporting for Sage ERP X3 Installation Guide Revision 1.0.

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 Intelligence Financial Reporting for Sage ERP X3

3 Table of Contents Recommended System Requirements:... 4 Database Connectivity Supported:... 4 Installation Steps... 5 Creating the Report Repository folder... 9 Registering your software Creating an SQL Database User Launching the Report Manager Running Reports Adding additional workstations Allowing workstations to claim licenses at first access Manually Adding Workstation Licenses Sage Intelligence Financial Reporting for Sage ERP X3

4 Recommended System Requirements: Operating System : Windows XP SP3, Windows Vista, Windows 7 (32 and 64 bit), Windows Server 2003, Windows Server 2008, Windows Terminal Server Microsoft.Net Framework 3.5 SP1 Microsoft Excel 2007 or 2010 (32 bit only) SQL Server (2000 or higher) Database Connectivity Supported: This product can support any ODBC compliant database. 4 Sage Intelligence Financial Reporting for Sage ERP X3

5 Installation Steps 1. Download Sage Intelligence Financial Reporting for Sage ERP X3 from the appropriate online location. 2. Save the build file to your local pc or network. 3. Run the SageReportFinancialReporting.exe file. The InstallShield Wizard screen will appear. Click the Install button. 5 Sage Intelligence Financial Reporting for Sage ERP X3

6 4. The Welcome screen will appear. Click the Next button. 5. Click the Next button to install to the default folder or click the Change button to select a different location to install to. 6 Sage Intelligence Financial Reporting for Sage ERP X3

7 6. Choose the correct location for licensing purposes. Click the Next button. 7. Click the Install button. 7 Sage Intelligence Financial Reporting for Sage ERP X3

8 8. When the installation has completed, a window will appear confirming successful completion. 9. Click the Finish button. 10. The VSTOR screen will appear. There is no need to take any action as the screen will close once VSTOR has installed. 8 Sage Intelligence Financial Reporting for Sage ERP X3

9 Creating the Report Repository folder NOTE: A central Report Repository folder must be created on your network so all users can access the reports and templates. A Universal Naming Convention (UNC) should be used when naming your Report Repository folder, e.g. \\server name\sage intelligence. This folder should be backed up so that you can restore all modified reports and templates from this back up. The users will need to be given full permission to access this folder. 1. If using Windows 7/Vista Select the Start button and select If using Windows XP then select the directory. icon and select the relevant network 2. Select and expand the icon. A list of network directories will appear. 9 Sage Intelligence Financial Reporting for Sage ERP X3

10 3. Select a directory and create a new folder, which will be the Report Repository folder and rename the folder accordingly e.g. Sage Intelligence. Users will need existing permissions/rights to create a folder on a networked location. 4. Right click on the folder you created and select Properties> Security. 10 Sage Intelligence Financial Reporting for Sage ERP X3

11 NOTE: Security permissions for user should be set to Full Control, thus allowing users full editing capabilities. Hint: it would be advisable to put all reporting users in a group and assign the group permissions to Full Control. 5. Click on a user s name from the Group or usernames box. Tick the Allow checkbox on Full control in the Permissions area. Click the OK button. 11 Sage Intelligence Financial Reporting for Sage ERP X3

12 Registering your software NOTE: You will need to be connected to the internet to register your software and have your registration details at hand i.e..company Name and Serial Number. 1. Select the Start button> All Programs > Sage Intelligence Financial Reporting for Sage ERP X3 >License Manager. 2. Enter your Company Name in the Name box and Serial Number in the Serial Number box provided in the License Manager screen and click the Apply button. 12 Sage Intelligence Financial Reporting for Sage ERP X3

13 3. Scroll down to the bottom of the screen and click the Perform Serialisation button. 4. The license details will be serialised online and the Online message box will appear, connecting to the relevant server to serialise and register your software. 5. Once serialisation is complete, a message box will appear and inform you that serialisation was successful. Click the OK button. 13 Sage Intelligence Financial Reporting for Sage ERP X3

14 Creating an SQL Database User NOTE: A new database user will need to be created BEFORE you are able to login for the first time to the Connector, Report Viewer or Report Manager. You will need to ensure you have SQL Management Studio installed to create the new database user. The SQL database user needs to be a db_reader and attached to the relevant schema so that your Sage Intelligence-Financial Reporting for Sage ERP X3 can read the relevant database. If using OLAP functionality in conjunction with date dimension table creation, the SQL database user will need to be edited to have read-write access to write to the date dimension table. 1. Select the Start button> All Programs > Microsoft SQL Server 2008 R2 >SQL Server Management Studio. 14 Sage Intelligence Financial Reporting for Sage ERP X3

15 2. The Connect to Server screen will appear. Enter the SQL Server login details and click the Connect button. Server name: enter server name Authentication: select SQL Server Authentication Login: your username Password: your password 3. The Object Explorer screen will open. Expand the Security and Login folders. Right click on the Logins folder and select the New Login option. 15 Sage Intelligence Financial Reporting for Sage ERP X3

16 4. The Login-New screen will appear. Enter information in the following boxes and click the OK button. Login name - enter a login name. Select SQL Server authentication and enter passwords in the Password and Confirm password boxes. Default database e.g. X3v6data. NOTE: For security reasons, the password must not be the same as the Login name. Please define a password that is at least 8 characters in length and should include letters (A-Z) and numbers (0-9) and one letter in uppercase. Alternatively, speak to your local System Administrator if you are unsure of what your company password policy is. 16 Sage Intelligence Financial Reporting for Sage ERP X3

17 5. Expand the Databases and x3v6data folders. Right click on the Security folder and select New>User. 6. Enter details in the following boxes and press the OK button. Username: enter the same name as the Login name. See page 17. Login name: enter the same username. Default schema: select the relevant schema name from the button. Tick the db_datareader checkbox in the Role Members section. Tick the db_datawriter option if using the OLAP functionality. 17 Sage Intelligence Financial Reporting for Sage ERP X3

18 Launching the Report Manager 7. Select the Start button> All Programs > Sage Intelligence Financial Reporting for Sage ERP X3>Report Manager. 8. Enter the server, database details and the username and password that was created in SQL Server. 9. Tick the Remember Database Credentials box. 18 Sage Intelligence Financial Reporting for Sage ERP X3

19 NOTE: You will need to change the Report Repository folder in the Report Manager so it points to the new Report Repository folder that was created earlier in the installation guide. 10. Select the Report Repository tab. 11. The Repository Path box will open. Click the button to find the Report Repository folder path you created. Alternatively type in the name of the Report Repository folder path location. 19 Sage Intelligence Financial Reporting for Sage ERP X3

20 12. The location of the new Repository Folder path appears. Click the OK button. 13. Click the to return to the Database Details tab. Click the OK button. 20 Sage Intelligence Financial Reporting for Sage ERP X3

21 14. The Sage ERP X3 Intelligence splash screen will load up. 15. The Report Manager screen will open. 21 Sage Intelligence Financial Reporting for Sage ERP X3

22 Running Reports 1. Double click on each of the folders to reveal the reports within each folder. 2. Right click on a report and select Run. 22 Sage Intelligence Financial Reporting for Sage ERP X3

23 3. The Enter Report Parameters screen will open. Enter the parameters in each box and press the OK button. Use the unsure of what values to enter. button to retrieve and select values for each box if 4. The Data Out progress box will appear. 23 Sage Intelligence Financial Reporting for Sage ERP X3

24 5. The report will now open in Excel. Please see the How to Guide for further details on how to work in or edit your reports. 24 Sage Intelligence Financial Reporting for Sage ERP X3

25 Adding additional workstations Sage Intelligence uses a Workstation Licensing model. After you have serialised your Sage Intelligence installation, you will have (n) Workstation Licenses available (where n is the number of licenses you have purchased). The first (n) workstations to access Sage Intelligence will be assigned these licenses. When the available (n) licenses have been assigned you will need to purchase more licenses or you will need to unassign some existing licenses. Licenses will be tied to a User Name and Workstation so the licensing is not concurrent licensing. The preferred method is to allow workstations to claim licenses at first access; however you may manually add workstation licenses. The License Manager provides a snapshot of your Sage Intelligence licenses and module configuration. Allowing workstations to claim licenses at first access After installing Sage Intelligence on each workstation, and upon first launch of the Report Manager, a window will appear prompting you to select a folder for the report repository. 1. Click the browse button and navigate to the shared network folder where your Server Report Repository is located. 2. Click OK. 25 Sage Intelligence Financial Reporting for Sage ERP X3

26 3. Enter your connection details and click OK. 4. Select the correct license type for your workstation and click the OK button. Please note Administrator = Connector. Manually Adding Workstation Licenses 1. When the License Manager is opened, the window below will open, listing the licenses. 26 Sage Intelligence Financial Reporting for Sage ERP X3

27 2. Select the Add button to add a new license. Enter the workstation name the license must be assigned to and click OK. 3. Select the license type you would like to add and click OK. 4. You will now see the license you added along with the license type. Select the Login Mode for the user. 5. Click Apply. 27 Sage Intelligence Financial Reporting for Sage ERP X3