Followup CRM Blog, News and Resources

Managing User Licenses in Sage 100

Written by FollowupCRM | Nov 13, 2024 5:15:58 PM

Understanding Sage 100 Licensing Basics

Before diving into the process of adding licenses, it's important to understand how Sage 100 manages its licensing system. The software uses a combination of registration keys and product activation to control user access. Your total available licenses are determined by your current subscription or purchase agreement with Sage.

Verifying Current License Status

Checking Current User Count The first step is to verify your existing license count through multiple checkpoints:

  • Partner Portal Display: This shows your official licensed user count
  • System Configuration: Located under the Modules tab, displays registered user licenses
  • Master Console: Shows active users and available connections

Pre-Installation Requirements

System Preparation Before adding new licenses, ensure the following conditions are met:

  • All users must be logged out of the system
  • You must have administrator access to the Sage 100 server
  • Take screenshots of your current registration information for backup purposes

Adding New User Licenses

Step-by-Step Process

  1. Access License Administration Navigate through the following path:
  • Open the Start menu
  • Locate Sage Administration
  • Select License Administration
  1. Update Registration Information
  • Click "Edit Registration Information"
  • Enter your Sage client ID and registration details
  1. Configure System Settings Navigate to Library Master > Setup > System Configuration and proceed to Tab 3. You'll need to update:
  • Serial number
  • Sage customer number
  • User key
  • Product key
  1. Activate New Licenses
  • Click the Edit Button to enable field modification
  • Enter the new product key
  • Click Activate to implement the changes

Terminal Server Considerations

If your organization uses Terminal Server for Sage 100 access, additional steps are required:

Manual License File Update

  1. Locate the ACTIVATE.PVX file on your installation server
  2. Find the mas90homelib keys file
  3. Copy this file to: C:SageSage 100 WorkstationMAS90HomeLib on your terminal server

License Management Best Practices

Monitoring License Usage Keep track of your license utilization through:

  • Regular checks of the Master Console
  • Monitoring of active user sessions
  • Review of license allocation across departments

Troubleshooting Common Issues

If you encounter licensing issues after adding new users:

  1. Verify that all registration information is correctly entered
  2. Ensure the license count matches your purchase agreement
  3. Check for any hidden connections bypassing the Master Console

License Deactivation and Management

Managing Existing Licenses You can manage current licenses through the following methods:

  • De-authorize unused server connections
  • Update license information as needed
  • Force license updates through the administration console

Multi-Server Environments

While multi-server licensing is available in Sage 100, it's generally not recommended. Instead, consider:

  • Cloud-hosted virtual machines
  • Internet-facing terminal servers
  • Remote connection solutions

Security Considerations

Access Control When implementing new licenses:

  • Ensure proper security roles are assigned
  • Verify application administrator permissions
  • Configure user-specific access rights

Maintenance and Updates

Regular License Maintenance To maintain optimal license performance:

  1. Regularly update license information
  2. Monitor license usage patterns
  3. Document all license-related changes
  4. Keep registration information current

Professional Support

If you encounter complex licensing issues or need assistance with implementation:

  • Contact your Sage partner or reseller
  • Reach out to Sage technical support
  • Consider consulting with certified Sage professionals

Future Planning

License Scaling Considerations When planning for future growth:

  • Monitor user activity patterns
  • Plan for seasonal fluctuations
  • Budget for additional licenses as needed
  • Consider upgrade paths and options

Documentation Requirements

Record Keeping Maintain detailed records of:

  • License purchases and activation codes
  • User allocation and department distribution
  • System configuration changes
  • Registration information updates

Conclusion

Adding user licenses to Sage 100 requires careful attention to detail and proper execution of each step. By following this comprehensive guide and maintaining proper documentation, you can successfully implement additional user licenses while minimizing disruption to your business operations. Remember to always backup your current configuration before making changes and ensure all users are logged out of the system during the update process.

Remember that proper license management is crucial for maintaining system integrity and ensuring continuous access for all authorized users. Regular monitoring and proactive management of your Sage 100 licenses will help prevent disruptions and maintain optimal system performance.

Citations: [1] https://www.youtube.com/watch?v=Ab23dRWr1mo [2] https://www.rklesolutions.com/blog/sage-fas-managing-licenses [3] https://communityhub.sage.com/us/sage100/f/technical-and-installation-discussions/108249/clear-understanding-of-the-user-license-count [4] https://www.swktech.com/how-to-update-sage-100-licenses-after-changing-user-count/ [5] https://www.caserv.com/2021/01/13/sage-100cloud-how-to-change-license-keys/