Embed Size (px)
Citation preview
Sage 300 ERP Online Accessing the Sage ERP Online Interface
(Updated: May 22, 2012)
2 |P a g e
Table of Contents
1.0 Getting Started With the Sage ERP Online Interface ............................................ 31.1 Overview .............................................................................................................. 31.2 Requirements ........................................................................................................ 31.3 Installing the Citrix Client and Logging into Sage ERP Online.............................. 4
2.0 Sage ERP Online Desktop.................................................................................... 82.1 Overview .............................................................................................................. 82.2 Published Desktop Environment ........................................................................... 82.3 Published Applications Environment..................................................................... 9
3.0 Important Things to Know ................................................................................. 113.1 First Logon ......................................................................................................... 113.2 Firewall Ports...................................................................................................... 113.3 File Security and Permissions.............................................................................. 113.4 Transferring Data with the I:\drive in the Published Application Environment .... 113.5 Session Persistence ............................................................................................. 133.6 Citrix Connection Center..................................................................................... 133.7 PrintBoss ............................................................................................................ 15
4.0 Important Contact Information ........................................................................... 164.1 Website URL and Email Support ........................................................................ 164.2 Sage 300 ERP Online 24/7 Connectivity Support ................................................ 164.3 Sage 300 ERP Customer Support ........................................................................ 16
3 |P a g e
1.0 Getting Started With the Sage ERP Online Interface
1.1 Overview
Sage 300 ERP Online (formerly Sage ERP Accpac Online) is now available through a new logon interface called Sage ERP Online. This Guide will provide important information and instructions on how you can get started using the new Sage ERP Online Interface.
Links:o Sage ERP Online Logon Page
https://app.sageerponline.como Sage 300 ERP Online (formerly Sage ERP Accpac Online) Page
http://na.sage.com/sage-300-erp/sage-300-erp-online/Sage-300-ERP-Online-Login
A link to the Sage ERP Online Logon Page is also available from the Sage 300 ERP Online (formerly Sage ERP Accpac Online) page. For detailed information on installing the Citrix Client, please see the section “Installing the Citrix Client and Logging into Sage ERP Online” on page 4 of this document.
1.2 Requirements
The Sage ERP Online Logon Interface has been tested with the following:o Internet Explorer 7 and 8
Specifications meeting or exceeding these requirements are recommended.
4 |P a g e
1.3 Installing the Citrix Client and Logging into Sage ERP Online
The Citrix Client will automatically download onto your computer during the logon process if you do not already have it installed, or if your installed version is not up to date.
The logon page is located at: o https://app.sageerponline.com
Please use your existing Citrix logon credentials to log in.
On the very first time you logon with the correct username and password you will be prompted with the following screen to change your password:
5 |P a g e
Please enter your old password (the one initially assigned to you) and enter a new password that is greater than 6 characters. You must use a combination of 3 of the 4 following types of characters: upper case letters, lower case letters, numbers and non-alphabetic characters (such as !, @, #, $). This password is case sensitive. For example, this means that a capital B and lowercase b is regarded as distinct characters. Your password will be valid for 90 days before you are prompted to change it again.
If it is detected you do not have the client installed or if it needs updating, you will be presented with the option to download the newest client. Click on the “Download” button do so.
Select “Run” to run the installation.
6 |P a g e
Select “Run” again.
If you see an “Installing…” screen like the one pictured below, then the Client is being installed properly. Ignore any security prompts from your browser regarding allowing it to run the add-on: ‘Citrix Systems, Inc’.
7 |P a g e
After the Citrix client has been installed, you can log off and log in again.
8 |P a g e
2.0 Sage ERP Online Desktop
2.1 Overview
When you log into Sage ERP Online you will be presented with a “Desktops” tab by default. This will provide a Windows 2008 server desktop session from which you can launch Sage ERP Accpac and other applications.
There is also an “Applications” tab that will provide an interface of icons for accessing Sage ERP Accpac and other applications (more details on page 9 under “Published Applications Environment”). We’ll look at the “Desktops” tab first.
Note that you can change your password at any time with the “Change Password” link on the bottom right.
2.2 Published Desktop Environment
Select the Sage ERP Accpac Desktop link to load the published desktop session. During the startup sequence you may be prompted to allow file security. Select “Yes” to allow your local c:\drive to be mapped. See “File Security andPermissions” on page 11 of this document for more details. If you do not see this prompt and you are having issues accessing your mapped local c:\drive, see “Citrix Connection Center” on page 13.
9 |P a g e
2.3 Published Applications Environment
Access through this environment will be removed in the future. Under the Applications tab, you will be presented with icons that will launch Sage
ERP Accpac and our suite of other applications.
10 |P a g e
Clicking on the Sage ERP Accpac icon, for example, will launch Sage ERP Accpac seamlessly on your local desktop. While the application behaves like it is local to your workstation, it is running from the Sage 300 ERP Online (formerly Sage ERP Accpac Online) servers.
11 |P a g e
3.0 Important Things to Know
3.1 First Logon
The first time you log into Sage ERP Online and launch an application, it may take a few minutes because the user profile is being created on the system. This will happen once for each server you are directed to.
3.2 Firewall Ports
Your Network Administrator or Business Partner will need to configure the office Firewall to allow TCP Destination ports 80 and 443.
3.3 File Security and Permissions
Sage ERP Online will prompt you to allow permission to files located on your local c:\drive. By selecting yes, you are allowing Sage ERP Online to create a mapped drive with the letter “V:” that is mapped to your local c:\drive. This will grant you the ability to transfer files to and from your local c:\drive and the hosted i:\drive.
3.4 Transferring Data with the I:\drive in the Published Application Environment
The i:\drive will now be accessed by the “iDrive Explorer” icon, and will provide you with online file storage.
12 |P a g e
The left hand pane of the iDrive Explorer window will allow you to select between your online storage (labeled with your identifying company code) and your local mapped drive. You will alternate between these two views when you are transferring files.
Please note: File transfers can only take place from within the IDrive Explorer window. Ctrl+C and Ctrl+V can be used to copy and paste between the i:\drive and the locally mapped c:\drive.
13 |P a g e
3.5 Session Persistence
It is possible to “log off” of Sage ERP Online but still have Sage ERP Accpac, or other applications open on your local desktop. In these cases, your connection to the server will persist until you close off all the applications.
Please note: It is always recommended you close off your applications one-by-one in order to terminate your server session.
3.6 Citrix Connection Center
An indicator that your session is still running is the Citrix Connection Center on the bottom right System Tray of your desktop.
It is possible to log off Citrix sessions through the Citrix Connection Center. However, doing so may terminate unsaved data, and is therefore recommended only as a last resort.
Double-click the icon to bring up the Citrix Connection Center screen. From there you can see what existing Citrix connections you currently have listed under “ICA connections”. Select the session you would like to log off, go to the “Session” area and select Log Off to log off the session.
Under the “Session Security” area you can specify Full Access to your files if you are having trouble accessing your mapped local c:\drive.
Click on the “Properties” button under “Session” to access details on what server you are currently connected to. This information is useful for Technical Support during the troubleshooting of issues.
14 |P a g e
15 |P a g e
3.7 PrintBoss
In the Sage ERP Online interface, PrintBoss users must first have the PrintBoss program open before attempting to print to the PrintBoss printer driver.
16 |P a g e
4.0 Important Contact Information
4.1 Website URL and Email Support
Logon page https://app.sagerponline.com
General, Subscription and Billing Inquiries [email protected]
Technical and Administrative Inquiries [email protected]
4.2 Sage 300 ERP Online 24/7 Connectivity SupportIn North America (toll free) 1-877-223-4828
Outside North America: 1 + (country access code) + 604-207-8653
4.3 Sage 300 ERP Customer Support
In North America (toll free) 1-800-223-4828
Outside North America: 1 + (country access code) + 604-207-3601
