Pre-Installation Requirements
Before beginning the installation process, you must ensure your system meets the minimum requirements and proper preparation has been completed. The installation requires careful consideration of your network configuration and database setup.
Hardware and Software Prerequisites:
- A compatible Windows operating system
- Sufficient disk space for programs and data
- Appropriate database software (Microsoft SQL Server, Pervasive PSQL, or Oracle)
- Internet Information Services (IIS) if installing the Sage 300 ERP Portal
Planning Your Installation
Network Configuration Options
You can configure Sage 300 ERP 2014 in several ways, depending on your business needs:
- Single Computer Installation: All components installed on one standalone machine
- Windows Peer-to-Peer Network: Suitable for small workgroups of 2-5 users
- Client-Server Network: Recommended for larger organizations
- Web Server Configuration: For browser-based access
Installation Process
Step 1: Prepare Installation Location
When installing on Windows Vista or later versions, avoid using the default installation path. Instead:
- Create a programs directory (e.g., C:\Sage300ERP)
- Create a shared data directory (e.g., C:\Sage300ERPData)[Step 2: Install Core Programs
- Insert the Sage 300 ERP installation DVD or access the downloaded installation files
- Run LAUNCH.EXE if the installation screen doesn't appear automatically
- Click "View Pre-Installation Checklist" and complete all preliminary steps
- Select "Sage 300 ERP" from the main installation screen
- Accept the license agreement
- Select your geographical region
- Enter your 7-digit or 10-digit client ID and company name
Step 3: Configure Installation Options
During the installation wizard:
- Enter contact information and dealer details
- Select the appropriate Sage 300 ERP edition
- Specify program and shared data folder locations
- Choose the features and applications to install
Database Setup
Creating System Database
The system database stores essential information including:
- User credentials
- Security groups
- Security settings
- Currency information
Creating Company Database
The company database contains:
- Company profile
- Fiscal calendar
- Optional field data
- Tax information
- Banking information
- Accounting data
Database Creation Steps
- Create dedicated folders for your system and company databases
- Use your chosen database software to create the actual databases
- Ensure database names match their corresponding folder names
- Create necessary ODBC connections
Post-Installation Configuration
License Management
After installation completion:
- Access the Sage 300 ERP License Manager
- Enter serial numbers for each installed program
- Input activation codes
- Configure LanPak licenses for multiple users
Workstation Setup
For each workstation that will access Sage 300 ERP from a server:
- Share the Sage 300 Program and Data folders on the network
- Access these shared folders from the workstation
- Navigate to the WSSetup folder in the Sage 300 Program directory
- Run setup.exe to install workstation components
Portal Configuration
If implementing the Sage 300 ERP Portal:
- Ensure IIS is properly configured
- Create a Microsoft SQL Server database for the portal
- Configure portal security settings
- Set up database connections
- Test portal accessibility
Security Configuration
System Security
- Create security groups
- Set up user accounts
- Configure access permissions
- Establish password policies
- Set up data encryption if required
Database Security
- Configure database user permissions
- Set up backup procedures
- Implement audit trails
- Establish database maintenance schedules
Troubleshooting Common Issues
Installation Problems:
- Ensure all prerequisites are met
- Verify system requirements
- Check database connectivity
- Confirm proper permissions are set
- Validate network configurations
Database Connection Issues:
- Verify ODBC connections
- Check network connectivity
- Ensure database services are running
- Validate user credentials
Best Practices
Installation Guidelines
- Always install to non-default locations on modern Windows systems
- Keep program and data files separate
- Document all configuration settings
- Test the installation thoroughly before going live
Maintenance Procedures
- Regular database backups
- System updates and patches
- Performance monitoring
- Security audits
- User access reviews
Final Steps
After completing the installation:
- Verify all components are functioning correctly
- Test all installed modules
- Configure user preferences
- Set up company-specific options
- Train users on the system
Ongoing Management
Maintain your Sage 300 ERP 2014 installation by:
- Monitoring system performance
- Updating security settings
- Managing user access
- Performing regular backups
- Keeping documentation current
The successful installation of Sage 300 ERP 2014 requires careful planning and attention to detail. Following these comprehensive steps will ensure your system is properly configured and ready for use. Remember to maintain regular backups throughout the installation process and document any customizations or special configurations for future reference.
Sources: [1] https://cdn.na.sage.com/docs/en/customer/300erp/2024/open/Sage300_InstallationGuide.pdf [2] https://smist08.wordpress.com/2010/10/02/installing-and-deploying-sage-erp-accpac-6-0a/ [3] https://communityhub.sage.com/us/sage300/f/reporting-analytics/128135/installing-sage-erp-3001-2014-business-intelligence-pu-3-instructions [4] https://www.baass.com/hubfs/BAASS.com_/Blog_/Sage%20300%20ERP%202014%20Compatibility%20Guide_Rev_May08.pdf [5] https://www.acutedata.com/pdf/sage-300/Sage300ERP2014_InstallationGuide.pdf [6] https://www.greytrix.com/blogs/sageaccpacerp/2013/05/16/installation-of-sage-300-erp-workstation-setup/ [7] https://communityhub.sage.com/us/sage300/f/general-discussion/90820/installation-of-sage-300-erp-2014
