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Setting up the Sage Connector in Enterprise for Windows

Configuration Guide for Sage 100

To get the Sage Connector setup and running properly you will need to perform the following actions:

  1. Verify that you can log in to Sage 100 from this workstation
  2. Create a blank new SQL database using the BirdDog engine
  3. Allow External Access to your existing Sage 100 database
  4. Setup the Sage 100 Connector
  5. Run Connectors to push initial data from Sage 100 to your BirdDog database
  6. Close the connector to update the BirdDog database Schema to match Sage 100
  7. Populate Connector data with other information
  8. Loop through steps 6 and 7 until the connector report no longer asks for defaults to be configured
  9. Setup a job to automate pushing subsequent Sage 100 changes up to the BirdDog database

Verify that Sage 100 is Accessible

You may need to coordinate with your IT department to ensure that the Sage installer has been run on the workstation that you are installing to, which will be the same one that contains Enterprise for Windows and Job Master.

Create a Blank New SQL Database

Sage 100 comes in multiple flavors. The most common is Sage 100 Standard which DOES NOT use SQL. In that scenario, the customer will either need to provide us with an existing SQL instance to install, or we can install SQL Express.

To generate the new database properly, you will need to perform the following actions.

  • Create a Blank Database in Microsoft SQL Server Management Studio
  • Open the SQL script provided to you by BirdDog, then search for *DATABASENAME* and replace this (including the asterisks) with your new database name.
  • Run this script against that database. Be advised that the SQL Server Management Studio current database dropdown list automatically defaults to master so watch out for that.

Allow External Access

  1. In Sage 100, log in as Admin
  2. Navigate to Company Maintenance | Select Company | Preferences
  3. Enable the Allow External Access option

Setup the Sage Connector

To configure Enterprise for Windows to use Sage 100, you need the following:

  1. Ensure this Enterprise for Windows instance is installed on a machine that has access to and can successfully run the Sage 100 server installation.
  2. Go to Maintain > Setup > Connector Accounts
  3. Click Add
  4. Enter your Sage 100 Credentials
    • Type: Sage100 should be selected in this dropdown list
    • Notify Email: Email address to receive activity reports from the connector. Note - your SMTP server must be configured per https://enterprise.birddogsw.com/Install_Enterprise_for_Windows.
    • Notify Verbosity: Use this dropdown list to setup how frequently you want to receive notifications:
      • All - receive email alerts every time the connector runs, regardless of activity
      • Activity - receive email alerts when something is uploaded to or downloaded from Sage 100
      • Errors - only receive alerts when the connector encounters errors
      • None - receive no email alerts ever
    • Company Number: This is your Sage company number
    • Sage Path: needs to be something like \\sage100\Sage\Sage 100 Standard\MAS90\Home
    • Sage User: Should be a user with full access to System, Common Information, Accounts Receivable, Inventory, and the Sales Order module. Cannot be the Administrator user.
    • Sage Password: Password for the previous use.
    • Items To Download, Customers To Upload/Download and Invoices To Download should be set to the appropriate option. Generally these are going to be set to All.
    • All Other Fields: All other fields should be left empty at this time.
  5. Once you are satisfied with your setup, click Save and then Close

Run the Sage Connector for Initial Data

During initial configuration and anytime you want to force the process after that, you can run the connector manually:

  1. Enterprise for Windows > Processes > Run Connectors
  2. This will communicate the initial to/from the BirdDog database

Update The BirdDog Database Schema To Match Sage 100

To make sure that everything is set up correctly inside the database, close Enterprise for Windows entirely at this point and restart it. When it boots up against the database you just made the above changes to, the software will also finalize any 'under-the-hood' revision-level changes specific to Sage 100 so the database conforms to our system requirements.

Continue the Sage Connector Setup

Now you need to update the existing Sage 100 connector with the missing info we skipped earlier:

  1. Go to Maintain > Setup > Connector Accounts
  2. Select the Sage 100 connector you just setup
  3. Click Edit
  4. Populate the Customer Type, Ship Via, Tax Schedule, Tax Liability, and Location options via the dropdown lists. These will be the customer defaults in Sage when they're brought down from BirdDog (or another connector account, ala Service Pro) to Sage 100.
  5. Note that the only field still unpopulated is Tax Schedule.

Run the Sage 100 Connector Manually, Part 2

Now you'll need to download all of the rest of the data:

  • Enterprise for Windows > Processes > Run Connectors
  • This will download the rest of the required data. You may need to do this step several times if errors pop up and need to be resolved.

Finish the Sage Connector Setup

Now you need to update the existing Sage 100 connector with the missing info we skipped earlier:

  1. Go to Maintain > Setup > Connector Accounts
  2. Select the Sage 100 connector you just setup
  3. Click Edit
  4. Now populate the Tax Schedule and save.

Run the Sage 100 Connector Manually, Part 3

Now you'll need to download all of the rest of the data:

  • Enterprise for Windows > Processes > Run Connectors
  • This will download the rest of the required data. You may need to do this step several times if errors pop up and need to be resolved.

Create the Job

To ensure BirdDog keeps the data flowing between Sage and Service Pro automatically, you will need to:

  1. Go to Maintain > Jobs
  2. Click on the Schedule New Job button
  3. Select Run Connectors in the Job dropdown list
  4. Schedule the job according to how frequently you want it to run (for example, every hour or at a certain time each day.)
  5. Save.