Follow the instructions in this section to upgrade an existing installation of Sage 200 Business Intelligence.
Sage 200 BI v2013 uses your Windows user account details to access the BI
Administration tool. To access the BI Administration tool, your windows user account must be:
n A domain user as long as they are an administrator in Analysis Services (see Microsoft SQL Server security settings),
n A member of the Sage 200 Administrators group, and
n Have access to the relevant Sage 200 company in System Administration.
In addition, you must specify a windows user account that will run the scheduled task for BI to update the cubes. In previous versions you could use the Local System account, this is not possible for v2013.
We recommend that you create a windows user account specifically for this task. The user specified to run the Windows Scheduled Task must:
n Have a secure password that never expires.
We recommend that you keep a note of the password for this account until you have set up the BI Administration tool and the scheduled task is running successfully.
n Have the following privileges:
l Be a member of the Sage 200 Administrators group,
l Have access to the relevant Sage 200 company,
l Be a local administrator on the Sage 200 server, and
l Be an administrator in Analysis Services.
Note: If this user does not appear in the user list in the BI Admin tool, we recommend that you create a new user in Active Directory. This is due to the Windows user not having aUser Principle Name. A User Principle Name is a part of the Active Directory user information. This information is sometimes missing on older user accounts, especially if they have been migrated from an older version of Active Directory and the domain administrator account.
Sage 200 BI v2013 has both file server and application server components. If required you can install these components on separate file server and application server machines.
For information about how to install Sage 200 across a network, seeHow to deploy Sage 200 across a network on page 17.
To upgrade BI
1. Back up all Sage 200 databases (including data warehouses and analysis services databases).
2. Uninstall Sage 200.
3. Choose to install the Sage 200 BI components when you install Sage 200 v2013.
For information about installing Sage 200, seeInstalling Sage 200 on page 41.
4. Change the user account used to run the scheduled task to the windows user account that you have created with the required privileges:
a. Open the Sage 200 Business Intelligence Administration Tool.
b.
a. ClickSchedule tasks. TheTask Schedulerappears.
b. From the left-hand pane, selectTask Scheduler Library.
c. Right-click theUpdateCubetask for the required company and select Properties.
d. Select the Windows user account that you have created for the scheduled task.
5. Upgrade your Sage 200 databases for all companies that also use BI, using the Sage 200 System Administration tool.
Note: You must upgrade your Sage 200 databases to version 2013 before you upgrade your BI data warehouse.
6. Upgrade the data warehouse:
a. Open the Sage 200 Business Intelligence Administration Tool.
b. SelectUpgrade warehousefor each Sage 200 company that uses BI.
Project Accounting Reports
You can set up Sage 200 Project Accounting to use terminology that is familiar to your business, such asJobrather thanProject.
Business Intelligence automatically uses these configurable terms when you create or update the Project Accounting cubes. This is to make sure that your reports match the terms that have been set up in Sage 200.
However, the standard project reports in BI have been created using the default terminology from Sage 200. Before using the standard project reports in BI, you must amend them to match the terminology you have set up in Sage 200.
To change the configurable terms
For each project report:
1. Open the report.
2. Select each item that has used a configurable term.
3. Re-select the item using the new term.
For example, if you have usedJobas the label for yourProjects, you must re-select Jobfor each incidence whereProjectis currently specified on the report.
Aged Debt and Aged Credit Cubes
In previous versions, theAged DebtandAged Creditcubes only contained information about invoices.
In the current version of BI, these cubes have been updated to include all
transactions. In previous versions of Sage 200, when you added theValueon your aged debt and aged credit BI reports, you could only choose to use theOutstanding ValueorInvoice Value.
In current versions, theInvoice Valuehas been changed toTransaction Value. This is because this now includes the value of credit notes, receipts and payments as well as invoices.
If you have existing BI reports that use theInvoice Value, you must amend these
1. Open the BI report.
2. IfInvoice Valueis used as criteria on the report, re-selectTransaction Value.
3. IfInvoice Valuehas been used on the rows or columns, open theReport Layout.
4. SelectValueon theColumnsorRows, where applicable.
5. SelectTransaction Value.
6. ClickApply.
Upgrading Report Designer
Sage 200 v2013 includes a new version of Report Designer.
All standard reports, layouts,letters and labels in the new Report Designer have a .report, .layout, .letter or .label file extension.
If you have created your own reports, layouts, letters or labels in Report Designer, prior to Sage 200 v2010, these will have a .srt, .sly, .slt or .slb file extension. These files cannot be opened using the new Report Designer.
You must convert these files to the new file types before upgrading to v2013.
To do this you must upgrade to v2011 first. You can then convert your reports and documents using theFile > Importoption in the new Report Designer or use the Legacy Report conversion tool. This is included as part of the BP tools and can be downloaded from the support area of theSage website.