sage intelligence financial reporting for sage erp x3 guide/sage x3 erp... · 19 sage intelligence...

Sage Intelligence – Financial

Reporting

for Sage ERP X3

Installation Guide

Revision 1.0.

2 Sage Intelligence –Financial Reporting for Sage ERP X3

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. © 2011 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.


Table of Contents

Recommended System Requirements:.............................................................................................................. 4

Database Connectivity Supported: ................................................................................................................ 4

Installation Steps ................................................................................................................................................ 5

Creating the Report Repository folder ............................................................................................................... 9

Registering your software ................................................................................................................................ 12

Creating an SQL Database User ....................................................................................................................... 14

Launching the Report Manager ....................................................................................................................... 18

Running Reports ............................................................................................................................................... 22

Adding additional workstations ....................................................................................................................... 25

Allowing workstations to claim licenses at first access ............................................................................... 25

Manually Adding Workstation Licenses ....................................................................................................... 26


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.


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.


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. Choose the correct location for licensing purposes. Click the Next button.

7. Click the Install button.


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.


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 icon and select the relevant network

directory.

2. Select and expand the icon. A list of network directories will appear.


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.


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.


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.


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.


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.


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.


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.


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.


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.


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.


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.


14. The Sage ERP X3 Intelligence splash screen will load up.

15. The Report Manager screen will open.


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.


3. The Enter Report Parameters screen will open. Enter the parameters in each box and

press the OK button. Use the button to retrieve and select values for each box if

unsure of what values to enter.

4. The Data Out progress box will appear.


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.


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 un-assign 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.


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.


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.

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