How to Install Sage 300 People

System Requirements

Hardware Requirements The server should meet or exceed these specifications:

• Quad Core Server CPU (Dual CPU recommended)
• 16GB dedicated memory or higher
• 80GB free hard drive space
• 10Gb network card or higher

Software Prerequisites Before beginning installation, ensure your system has:

• Windows Server 2012 R2 (x64) or Windows Server 2016 with latest service packs
• Microsoft SQL Server 2014/2016 Standard or higher (licensed)
• Microsoft .NET Framework 3.5 SP1, 4.0, and 4.5.1
• Internet Explorer 11 or higher

Pre-Installation Tasks

Server Preparation

1. Complete all pending Windows updates
2. Restart your computer to ensure updates are properly applied

Security Configuration The Sage 300 People application implements a three-layer security approach:

Physical Security Install the application on a dedicated server with restricted access to authorized personnel only

Network Security

• Limit SQL Database access to direct users of the application
• Restrict server access at operating system level
• Configure appropriate SQL accounts during setup

Application Security

• All payroll data and user permissions are stored in the SQL Database
• Implement proper access policies and change control
• Configure authentication method (Local or Active Directory)

Installation Process

Phase 1: Database Setup

1. Install Microsoft SQL Server with default collation: SQL_Latin1_General_CP1_CI_AS
2. Configure SQL Server following Microsoft's best practices
3. Ensure sufficient storage allocation for your organization's needs

Phase 2: Application Installation

1. Download the Sage 300 People installer
2. Run the installation wizard and follow these steps:
   • Accept the license agreement
   • Select geographical region
   • Enter client ID and company information
   • Specify program and shared data folders
   • Configure program folder location

Phase 3: License Configuration

1. Launch License Manager
2. Enter serial numbers and activation codes
3. Configure user counts for LanPak licenses

Email Integration Setup

Mail Server Configuration

• Configure your mail server to allow relays from the Sage 300 People ESS Application
• Set up SMTP protocol
• Whitelist all application-generated emails
• Ensure all users have access to HTML-enabled email clients

Office 365 Integration (Optional)

• Requires valid SSL certificate
• Needs public IP address
• Enables direct transaction interaction from email notifications

Web Self-Service Configuration

Basic ESS Architecture Setup

1. Configure the ESS Web Application to query SQL Database
2. Implement HTML5 technology for self-service features
3. Set up workflow transaction data storage

Publishing ESS Website If external access is required:

1. Purchase and install SSL certificate on the ESS web server
2. Configure proper firewall rules
3. Implement security measures for public URL access

Integration Services Configuration

Open the following ports and domains:

• Web Self Service: Ports 9000/9443 (SSL)
• WSS Mobile API: Ports 8500/8943 (SSL)
• Office 365: *.office.com, *.office365.com
• Chat Support: *.zopim.com, *.zendesk.com

Backup Configuration

Essential Backup Procedures

1. Implement daily full backups of SQL database
2. Avoid incremental backups due to recovery complexity
3. Test backup restoration procedures regularly

Wide Area Network Setup

For WAN installations:

1. Configure Remote Desktop Services or Citrix
2. Allocate minimum 3GB RAM per concurrent user
3. Install necessary Microsoft Office and PDF printer drivers
4. Configure VPN or APN access as needed

Post-Installation Tasks

System Verification

1. Test user authentication
2. Verify security roles and permissions
3. Confirm email notifications
4. Test backup and recovery procedures

User Training

1. Train administrators on system management
2. Educate users on basic operations
3. Document custom configurations and procedures

Maintenance Considerations

Regular Updates

• Monitor Customer Zone website for updates
• Follow installation instructions for each update
• Test updates in a non-production environment first

Performance Monitoring

1. Regular system health checks
2. Database maintenance
3. Security audit reviews
4. Performance optimization

Troubleshooting Tips

Common Issues Resolution

• Ensure administrator rights for initial installation
• Verify all prerequisites are properly installed
• Check network connectivity for all components
• Monitor system resources for optimal performance

Support Resources

• Access Sage technical support
• Consult implementation documentation
• Utilize online knowledge base
• Engage certified consultants when needed

Remember that proper installation and configuration of Sage 300 People is crucial for optimal system performance and security. Following these detailed steps and best practices will help ensure a successful implementation that meets your organization's needs while maintaining data integrity and system security.

Sources: [1] https://cdn.na.sage.com/docs/en/customer/300erp/2023/open/Sage300_InstallationGuide.pdf [2] https://help.sage300.com/en-us/2023/classic/Content/SystemManager/Setup_TOC.htm?TocPath=Setting+Up+Sage+300%7C_____0 [3] https://www.udemy.com/course/sage-300-erp-installation-and-setup-guide-for-beginners/ [4] https://cdn.na.sage.com/docs/en/customer/300erp/2024/open/Sage300_InstallationGuide.pdf [5] https://customerzone.sagevip.co.za/doclib/Checklists/Sage%20300%20People%20Server%20Preparation.pdf [6] https://customerzone.sagevip.co.za/doclib/Checklists/Sage%20300%20People%20System%20Requirements.pdf [7] https://www.top-sage-resellers.com/sage-300-installation.html [8] https://www.youtube.com/watch?v=VQ2OVB3E8uA