01 Installation and Administration

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SAP AG 2003

Installation and Upgrade

Licensing

Creating a New Company

Paths for Files and Templates

SAP Business One Services

User and Authorization Management

Contents

Installation and Administration


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Describe the installation and upgrade processes

for SAP Business One

Apply for a license for SAP Business One and

assign it to your users

Create a new company

Maintain the paths for files and templates

Use the SAP Business One services

Create users and manage their authorizations

At the conclusion of this unit, you will be able to:

Installation and Administration: Unit Objectives


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You have purchased SAP Business One and

received the software package from SAP. Following

the System Setup Guide, you install the SAP

Business One software.

You define the paths for central files and MicrosoftWord templates and adapt the templates to your

requirements.

You install the SAP Business One services so you

can use the backup and mail services.

Installation and Administration: Business Scenario


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Installation and Upgrade: Topic Objectives

Install SAP Business One

Perform an upgrade of SAP Business One

At the conclusion of this topic, you will be able to:


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Installation Process

Install one of the following database servers Microsoft SQL 2000 SP3 (Standard or Enterprise Edition)

IBM DB2 Universal Database Express Edition 8.2.2

Sybase Adaptive Server Enterprise 12.5.3

Install SAP Business One Server Tools License Manager

Backup Service

Mail Service

Data Interface Server

Install SAP Business One server System Database SBO-Common

Demo Databases

Help Files

Shared Folder B1_SHR

Create new ODBC DataSource

Install SAP Business One client

Connect client to database server

Install SAP Business One SDK Data Interface API

User Interface API

Install SAP Business One Add-On Framework and add-ons

Client

Server


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Upgrade Process

Server upgrade

Client upgrade

Company upgrade


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Explain the license mechanism of SAP Business

One

Request a license key for your SAP Business Onesystem

Assign licenses to users

At the conclusion of this topic you will be able to:

Licensing: Topic Objectives


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License Manager

SAPBusiness

One

Test

Server Production

Server

SAPBusiness

One

Development

Server

LicenseManager

License

File

SAP Business Clients

SAP Add-On Solutions

Partner Add-On Solutions


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Requesting and Adding a License

License Key

Request

http://service.sap.com/licensekey

Select a customer installationand create a new system

Enter System Details

Hardware Key M1028424123

Next

Select components for license

package

Components(SAP or Partners)

Number of Users

Validity DatesSubmit

E-mail with

License File

License Manager

LicenseFile


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License Administration

Licenses for

SAP Components Partner Components


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Creating a Company

Create new company

Copy User-Defined

Fields and Tables?


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Company Details

General

Company Name Address

Communication

Accounting Data

Tax information

Holiday calendar

Basic Initialization

Critical Settings (!):

Chart of accounts

Template

Local currency - System

currency Balance display

Account segmentation

Inventory valuation

Purchase accounts system

Company Details


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Paths for Files and Templates: Topic Objectives

Define the correct paths for pictures, Microsoft

Excel exports, and attachments in the general

settings

Export documents to Microsoft Word

Adapt the templates for exporting them to

Microsoft Word


Paths for Microsoft Excel Exports Pictures and


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Paths for Microsoft Excel Exports, Pictures, andAttachments

Server

Posting Periods Sales Budget Services Display Background Path Items

Microsoft Word Templates Folder

Microsoft Excel Folder

Picture Folder

Attachments Folder

\\\B1_SHR\WordDocs\English

\\\B1_SHR\ExelDocs

\\\B1_SHR\Bitmaps

\\\B1_SHR\Attachments

OK Cancel

General Settings

Current Scanner

Extensions Folder


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Path to Microsoft Word Templates

Server

Posting Periods Sales Budget Services Display Background Path Items

Microsoft Word Templates Folder

Microsoft Excel Folder

Picture Folder

Attachments Folder

\\\B1_SHR\WordDocs\English

\\\B1_SHR\ExelDocs

\\\B1_SHR\Bitmaps

\\\B1_SHR\Attachments

OK Cancel

General Settings

Current Scanner

Extensions Folder


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Path to Exported Microsoft Word Files

Client

C \Program Files\SAP\SAP Business One\WordDocs


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Docmnhl1.doc

Header

Items

Service items

General document fields

Footer


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SAP Business One Services: Topic Objectives

Configure and utilize the SAP Business One

Services



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SAP Business One Service Manager

Double-click

Start service

Pause service

Stop service

Set service

Select service


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Backup Service

DatabaseSettings

Schedule Connection

S


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Mail Service

Database

Schedule Connection

Settings


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User and Authorization Management: Topic Objectives

Define user master records

Define general authorizations and data ownerships

for your users


U T d D f lt


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Users Types and Defaults

Superusers Users

Have all authorizations Authorizations in

accordance with General

Authorization Management

and Data Ownership

2 Types

Defaults

General (Address andCommunication Data)

Logistics and

Accounting Defaults

Print Settings

Credit Card Accounts

G l A th i ti


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General Authorizations

Users

Authorization Level

Authorizations

Administration

Financials

SalesOpportunities

Sales A/R

Purchasing A/P

Business Partners

Banking

Inventory

Production

Define Bill of Materials

Production Order

Receipts from Production

Issues for Production

MRP

Read-Only

Full Authorization

Read-Only

Read-Only

Read-Only

Read-Only

Read-Only

Read-Only

Various Authorizations

Read-Only

Full Authorization

Full Authorization

Full Authorization

Read-Only

Max. Discount

Use Encryption

Expand Collapse

Full Authorization Read Only No AuthorizationOk Cancel

Behrendt

Krueger

Loewe

manager

Riemann

Schmidt

SchuyTraining

Weber

Walter

Winter

Authorization

Objects

Drag &

Drop

D t O hi


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Data Ownership

Document

Header Data

Sales Employee

Header Data

Item/Service

Item No. Item Description Quantity Owner1

2

Contents

Document Type

Owner

Business Partner

BusinessPartnerMasterR

ecord

A th i ti D fi d b th O i ti l Hi h


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Authorizations Defined by the Organizational Hierarchy

Marc ManagerManaging Director

Marc Seller

Account Manager

George Profit

Sales Manager

Fred Buyer

Sales Employee

Mary Discount

Sales Employee

ManagerSubordinate

Peer

I t ll ti d Ad i i t ti U it S


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You are now able to:

Installation and Administration: Unit Summary

Describe the installation and upgrade processes

for SAP Business One

Apply for a license for SAP Business One and

assign it to your users

Create a new company

Maintain the paths for files and templates

Use the SAP Business One services

Create users and manage their authorizations

Documents

01 Installation and Administration