How to Install Sage 300

System Requirements and Pre-Installation

Hardware and Operating System Before beginning the installation, ensure your system meets all hardware and operating system requirements. A properly configured and fully operational system is essential for a successful Sage 300 installation.

Network Configuration Components The network setup consists of two primary components:

• A server that hosts Sage 300 data and optionally the programs
• Workstations that connect to the server for accessing Sage 300

Installation Process

Step 1: Initial Setup

1. Download the Sage 300 installation package
2. Double-click the ISO file to begin
3. If the installation screen doesn't appear automatically, locate and run AUTORUN.EXE from the root directory

Step 2: Pre-Installation Checklist

1. Click "View Pre-Installation Checklist" on the installation screen
2. Print the checklist and complete all required steps
3. Return to the installation screen and click "Sage 300"

Step 3: Main Installation

1. Accept the license agreement
2. Select your geographical region
3. Enter your 7-digit or 10-digit client ID
4. Provide company name for registration
5. Input contact information, dealer, and certified consultant details
6. Select your preferred Sage 300 edition

1. Specify program folder location
2. Set shared data folder path
3. For web screens usage:
   • Provide full path for shared data folder (avoid mapped drives)
   • Use local path for programs folder
   • Avoid UNC paths for program folders

Feature Selection and Dependencies

Core Dependencies Most applications require System Manager files and have specific dependencies:

• Bank Services needs Tax Services and G/L Subledger Services
• Accounts Payable requires Bank Services, Tax Services, and G/L Subledger Services
• Accounts Receivable needs similar components to Accounts Payable
• Inventory Control requires G/L Subledger Services

Additional Module Dependencies

• Order Entry depends on Accounts Receivable, Inventory Control, and Tax Services
• Purchase Orders needs Accounts Payable, Inventory Control, and Tax Services
• Project and Job Costing requires multiple components including G/L Subledger Services

Database Setup

Initial Database Configuration

1. Launch Sage 300 Database Setup from Admin Utilities
2. Configure the following database components:
   • Server Name (SQL Server Name)
   • Login ID (SQL Username)
   • Password (SQL Password)
   • Vault Database Name
   • Store Database Name

Workstation Setup

When to Use Workstation Setup Workstation Setup is necessary for each computer that will run Sage 300 programs from a server. However, it's not required for:

• Workstations running Sage 300 programs locally
• Computers using Remote Desktop Protocols

Workstation Installation Steps

1. Ensure you have Local Windows Administrator rights
2. Remove any existing Sage 300 Workstation installation
3. Navigate to the Sage 300 installation directory
4. Locate the WSSetup folder
5. Run setup.exe as Administrator
6. Follow the setup wizard instructions

Post-Installation Tasks

Intelligence Reporting Setup

1. First-time setup requires Windows administrator login
2. Register the ActiveX component (BICore.exe)
3. Install Intelligence Reporting workstation setup on each viewing workstation

Security Configuration

1. Set up user authentication mechanisms
2. Configure SSL/TLS settings for secure communication
3. Implement necessary security protocols based on your organization's requirements

Sample Data Installation

Consider installing sample data during the initial setup, particularly if you plan to use Sage 300 Intelligence Reporting, as it's required for demonstration reports.

Troubleshooting Common Issues

Database Connection Issues

• Verify SQL Server credentials
• Ensure proper network connectivity
• Check database permissions

Workstation Access Problems

• Confirm proper share permissions on program and data folders
• Verify network paths are correctly mapped
• Ensure user accounts have appropriate access rights

Final Verification

After completing the installation:

1. Test system access from all workstations
2. Verify all required modules are functioning
3. Ensure database connectivity is stable
4. Check that all users can access their assigned features

The successful installation of Sage 300 requires attention to detail and proper planning. Following these comprehensive steps will help ensure a smooth implementation and optimal system performance. Regular maintenance and updates will help maintain system efficiency and security over time.

Citations: [1] https://cdn.na.sage.com/docs/en/customer/300erp/2022/open/Sage300_InstallationGuide.pdf [2] https://sfstechnologies.com/sage-300-web-api-installation/ [3] https://www.acutedata.com/installing-sage-300-client/ [4] https://cdn.na.sage.com/docs/en/customer/300erp/2024/open/Sage300_InstallationGuide.pdf [5] https://www.top-sage-resellers.com/sage-300-installation.html [6] https://www.greytrix.com/blogs/sageaccpacerp/2023/06/07/a-comprehensive-guide-to-setting-up-a-database-in-sage-300-v2023-pu2/ [7] https://www.greytrix.com/blogs/sageaccpacerp/2013/05/16/installation-of-sage-300-erp-workstation-setup/