Sage 100 ERP Intelligence. Citrix Environment Installation Guide

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Sage 100 ERP

Intelligence

Citrix Environment Installation Guide

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2 Sage FRx Conversion Assistant Utility

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Installation Guide

Introduction

This installation guide is intended to explain the process to be followed when attempting to install Sage 100 ERP Intelligence on a Citrix XenApp/XenDesktop Load Balanced or Single Server Instance.

This guide caters for installing Sage Intelligence 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 Intelligence repository contains metadata and a database where Sage Intelligence 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 Intelligence installed.

Licensing

Sage 100 ERP Intelligence uses a workstation licensing model whereby licenses are assigned to workstations which need access to the Intelligence 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.

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Sage 100 ERP Standard

Single Server Citrix Environment

Installation

 Sage Intelligence 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 Intelligence must be installed on the same Application Server where Sage 100 ERP is installed.

Licensing

Within a single Application Server Citrix environment the same workstation is used by all users to access Sage Intelligence, as Sage Intelligence can only assign one license to a workstation - all users whom access Sage Intelligence 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 Intelligence modules which you want each user to access on the Access Gateway.

Server

(Sage 100 ERP Client and Database)

User

Citrix Environment

Citrix Access Gateway

Install Sage Intelligence

Here

Setup Sage Intelligence Repository Here or on a Separate Server

If Using XenApp, Publish Sage Intelligence

Modules Here

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Sage 100 ERP Advanced and Premium

Single Client and Single Database Server Citrix Environment

Installation

 Setup the Sage Intelligence 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 Intelligence on the same Application Server where Sage 100 ERP is installed.

When launching Sage Intelligence 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 Intelligence using the License Manager to activate your licenses.

Licensing

Within a single Application Server Citrix environment the same workstation is used by all users to access Sage Intelligence, as Sage Intelligence can only assign one license to a workstation - all users whom access Sage Intelligence 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 Intelligence 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.

Application Server (Sage 100 ERP Client) User

User

Database Server (Sage 100 ERP Database)

Citrix Environment

Here

Setup Sage Intelligence Repository Here

Modules Here

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Load Balanced Citrix Environment

Installation

 Setup the Sage Intelligence 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 Intelligence on each of the Application Servers where Sage 100 ERP is installed.

 Launch Sage Intelligence 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 Intelligence 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 Intelligence installations on other Applications Servers will detect the licensing from the repository.

Licensing

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 Intelligence. 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).

Sage 100 ERP Client

Sage 100 ERP Database

Citrix Environment

On Each Client Setup Sage

Intelligence Repository Here

Modules Here

Sage 100 ERP Client

Sage 100 ERP Client Load

Balancer User

User

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The number of connector licenses you request is dependent on how many Application Servers you have installed Sage Intelligence 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 Intelligence 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.