Sage 100 Standard ERP 2013 Pre-Installation Checklist

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Dec 4, 2013 (3 years and 8 months ago)

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Revised
6/1/2012

Sage

100 Standard ERP

New.doc

1




Sage 100 Standard ERP

2013

Pre
-
Installation Checklist



For best results SOCIUS recommends installing ERP Server and CRM Server each on a dedicated
member server.



o

Supported
ERP
Server
s

(Defined as operating system software specifically designed to be used as
a network server (Not peer
-
to
-
peer))
:

o

Windows Server 2012 Standard and Datacenter (64
-
bit)

o

Windows Server 2008 Standard and Enterprise Service Pack 2 (32 and 64
-
bit)

o

Windows Server

2008 R2 Standard and Enterprise Service Pack 1 (64
-
bit)

o

Windows Sever 2003 Standard and Enterprise Service Pack 2 (32
-
bit)

o

Windows Server 2003 R2 Standard and Enterprise Service Pack 2 (32
-
bit)

o

Windows Small Business Server 2011 Standard and Premium

o

W
indows Small Business Server 2008 Standard and Premium

o

Windows Small Business Server 2003 R2 (32
-
bit) Standard and Premium


o

ERP Server
Requirements
:

o

ERP Server running 2012

64 bit should have an Intel or AMD 64 bit capable, such as: Intel Xeon or
Quad
-
Cor
e AMD Opteron. We recommend 2 GB RAM + 90 MB per concurrent user.


o

ERP Server running 2003, 2008, or 2008 R2

should have an Intel Pentium class 4, 2.8 GHz dual
proc
essor or higher. We recommend 2

GB RAM + 90 MB per concurrent user.

o

Although the following

are supported, certain Windows server configurations are not recommended due
to possible instability and performance issues.

o

Running ERP Server on a Windows server acting as an Active Directory domain controller
managing a large number of user accounts, c
omputer accounts, group policies, organizational
units, remote sites, or other network resources.

o

Running ERP Server on any server actively running other applications or services, such as e
-
mail, IIS, Fax programs, SQL Server, or other software

o

Sage MAS
200

will run on a Windows Server 2008 64
-
bit server in 32
-
bit compatibility mode.

o

Sage MAS 200

can be installed to the Windows Server 2008 64
-
bit Programs folder for 32
-
bit
applications, or to any user defined folder.



o

Supported Sage
CRM
7.1
Server
s

o

Windo
ws Server 2008 Standard and Enterprise Service Pack 2 (32 and 64
-
bit)

o

Windows Server 2008 R2 Standard and Enterprise Service Pack 1 (64
-
bit)

o

Windows Server 2003 R2 Service Pack 2 (32
-
bit)



SQL Server 2008 (32 and 64 bit) Standard and Enterprise editions



SQL Server 2008 R2 Standard and Enterprise editions



SQL Server 2005 (32 bit)


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6/1/2012

Sage

100 Standard ERP

New.doc

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o

CRM Server requirements
:

o

CRM Server running 2003 32 bit should have a Intel Pentium class 2.8 GHZ dual processor or higher.
We recommend 4 GB RAM.

o

CRM Server running 2008 64
bit should have an Intel or AMD 64 bit capable, such as: Intel Xeon or
Quad
-
Core AMD Opteron. We recommend the greater of: 4 GB + 10 MB per concurrent




o

Supported CRM Web Servers and requirements
:

o

Windows Server 2008 R2 with IIS 7.0

o

Windows Server
2008 with IIS 7.0

o

Windows Server 2003 with IIS 6.0

o

The 32
-
bit web server should have an Intel Pentium 4 class
2.8 GHz process or higher with 2

GB or higher of memory

o

The web server running 2008 R2 should have an Intel or AMD 64 bit capable, such as: Inte
l
Xeon or Quad
-
Core AMD Opteron. 2 GBs of memory or higher is required for 64 bit systems.

o

Sage CRM Server cannot be installed on a server running Microsoft Exchange or Lotus Notes
Domino.


o

Supported
CRM Email Server
s and

requirements
:

o

Microsoft Exchange
Server 2003

o

Microsoft Exchange Server 2007 (32
-
bit)

o

Microsoft Exchange Server 2010

o

The email server should have an Intel Pentium 4 class 2.8 GHz process or higher with 2 GB or
higher of memory.


o

Supported Terminal Services / Citrix:

o

Windows Server 2012 Standard and Datacenter (64
-
bit)


Sage ERP Only

o

Windows Server 2008 Standard and Enterprise Service Pack 2 (32 and 64
-
bit) Terminal
Services

o

Windows Server 2008 R2 Standard and Enterprise Service Pack 1 (64
-
bit) Remote Desktop
Services

o

Windows Server 2003 Standard and Enterprise Service Pack 2 (32
-
bit) Terminal Services

o

Windows Server 2003 R2 Standard and Enterprise Service Pack 2 (32
-
bit) Terminal Services

o

Citr
ix XenApp 6.0

o

Citrix XenApp 5.0



o

Terminal Services / Citrix Requirements:

o

Termi
nal Services and Citrix Servers

running 2003 32 bit should have a Intel Pentium class 4
2.8 GHz dual processor or higher. We recommend 2 GB RAM + 128 MB per concurrent user.

o

Termi
nal Services and Citrix Servers

running 2008
and 2012
64 bit should ha
ve an Intel or
AMD 64 bit capable, such as: Intel Xeon or Quad
-
Core AMD Opteron. We recommend 2 GB
RAM + 128 MB per concurrent user.


o

We recommend 2 GB of memory plus 128 MB per concurrent user. The additional 128 MB is
base
d

on an average of three concu
rrent tasks per user (Ex:
MAS 200

Desktop plus Sales
Order Entry and Accounts Payable Maintenance).

Revised
6/1/2012

Sage

100 Standard ERP

New.doc

3

o

Terminal Services or Citrix must be installed on a different server than the ERP Server and
CRM Server, and it must be a Windows 2003 or Windows 2008
Server.


o

Virtual Platforms:

o

Citrix XenServer 5.0

o

Citrix XenServer 5.6

o

Citrix XenServer 6.0

o

VMWare Workstation 6.0

o

VMWare ESX 4.1

o

VMWare vSphere Hypervisor (ESXi) 4.1

o

Microsoft Virtual PC 2007

o

Windows Virtual PC

o

Windows Server 2008 R2 Hyper
-
V


o

Supported
Workstations:

o

Windows 8 Pro and Enterprise (32 and 64 bit)

o

Windows 7 Professional, Enterprise, Ultimate Service Pack 1 (32
-
bit and 64 bit)

o

Windows Vista Business, Enterprise, and Ultimate with SP 2 (32
-
bit)

o

Wind
ows XP Professional
SP3


o

Workstation
requirements:

o

Windows 7

Professional, Enterprise, Ultimate (32 and 64 bit), Windows 8 Professional and
Enterprise

(32 and 64 bit) and Windows Vista workstations should have an Intel Core 2 Duo
processor or higher. We recommend 2 GB of RAM with 512 MB of a
vailable memory.

o

Windows XP workstations should have an Intel Pentium 4 class 2.8 Ghz processor or higher.
We recommend 1 GB of RAM with 512 MB of available memory.

o

Network bandwidth should be 100 Base
-
T


100 Mbps at Full Duplex

o

100 MB of local hard driv
e space is needed on each workstation.

o

TCP/IP must be installed and configured on each workstation.

o

A high quality NIC card must be used. Realtek cards are not supported.


o

Please be sure to read

fully all installation and set
up procedures before beginning your
Sage 100 Standard
ERP

installation. Failure to do so may result in an unsuccessful installation.
SOCIUS

strongly
recommends that we are involved, on
-
site, during any upgrade. All telephone calls regarding the
installa
tion, if you elect to complete the installation yourself, are billable. If support is needed after hours,
which is defined as anytime other than Monday to Friday, 8:30 a.m.
-

5:00 p.m. EST, you will be charged at
time and one
-
half your standard rate.


o

Veri
fy that you have a complete backup just prior to installation.
SOCIUS

will take every reasonable
precaution to protect existing hardware, programs, and data. However, it is required that the client ensures
that adequate backups of existing software are av
ailable to protect against the unlikely event of data loss.
SOCIUS

cannot be responsible for failures of existing hardware that take place during the installation.


o

The installing tech must have access to the server, as the installation must be performed h
ere.


o

Verify that you have sufficient disk space available on your drive for the installation.
SOCIUS

recommends
at least 5

GB of available disk space. Please keep in mind that this recommendation is a
MINIMUM
.

Revised
6/1/2012

Sage

100 Standard ERP

New.doc

4


o

SOCIUS

will need to have access to all wor
kstations and printers intended to be used with
Sage
100 Standard ERP

to make sure that every workstation is set up and configured properly, and that
all printers are also tested. We also recommend having your LAN Administrator or internal MIS
support avai
lable if needed. The installation technician will need administrator rights to the network
during the installation process.


o

SOCIUS

strongly recommends having Internet access on the
Sage 100 Standard ERP

workstations for remote troubleshooting purposes. W
e also strongly sugges
t having a "Socius
"
user ID set up as a network user and a
Sage 100 Standard ERP

user for support purposes.


o

SOCIUS

does not install, update, or maintain updates or patches to network operating systems.
The updates to the file server or network operating system need to be done prior to installing the
software. We can, however, arrange to have these services provided if

neede
d.



WILL REMOTE LOCATIONS BE USED?




YES / NO


IF YES, HOW WILL THEY CONNECT


___
_____________________________


Server Operating System and service pack

_____________


Server Processor Speed

_____________


Server RAM



_____________


Anti
-
Virus
Software


_____________


Version(s) of MS OFFICE _____________


List all Operating Systems and service packs on workstations using
Sage 100 Standard
ERP

__________________________________________________________


Please verify the above checklist and fax
this back to
SOCIUS

at
800
-
649
-
6783
. We will need this back
prior to scheduling your
Sage 100 Standard ERP

installation. If you have any questions about the checklist,
please contact your account manager.


VERIFIED BY:

__________________________________________ (Print Name)


SIGNED:


__________________________________________


COMPANY:


__________________________________________


DATE:



__________________________________________