System Configuration

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Registered Customer

Type your company name as you want it to appear on the registration form.

 

1. Security

 

Use Unified Logon

Select this check box to implement unified logon for your system. Clear this check box if you do not want to implement unified logon.

When implementing unified logon, users are mapped to the Windows logon allowing for unified logon to both Windows and Sage 100 with the same logon name and password. When using unified logon, separate logons and passwords are not stored within Sage 100; rather, Sage 100 authenticates the user's Windows logon and password. Users are not required to reenter their logon name when accessing Sage 100 after logging on to their PCs.

To implement unified logon, users need to be set up and the user's Windows logon name must be entered in the User Code field in User Maintenance.

The Unified Logon feature is all-inclusive. If implemented, all users must be set up to use unified logon.

This check box is available only if the check boxes in the Internal Security section are cleared.

 

Require all Users to Enter a Password

Select this check box to require all users to enter a password to access the software. Clear this check box if a password is not required. Passwords are set up in User Maintenance.

This check box is available only if the Unified Logon check box is cleared.

 

Require all User Passwords to be System Defined Strong Passwords

Select this check box to require that all passwords be "strong" passwords as defined by the system. Clear this check box if you do not require strong passwords.

Strong passwords have the following characteristics:

• Contain at least eight characters

• Include a combination of letters and numbers

• Do not contain repeating characters

 Examples - Strong Passwords

The following are examples of valid strong passwords:

• Paperchase29

• *132acb#

This check box is available only if the Unified Logon check box is cleared and the Require all Users to Enter a Password check box is selected.

 

User Defined Passwords must be of a Minimum Length

Select this check box to require that all passwords be a minimum length as defined in the Length field. Clear this check box if you do not require that all passwords be a minimum length.

This check box is available only if the Unified Logon check box is cleared and the Require all Users to Enter a Password check box is selected.

 

Length

Type the minimum number of characters required for a user password. The value in this field must be greater than 0. This field defaults to a value of 8 and can be changed; however, the entry cannot be less than 8 if the Require all User Passwords to be System Defined Strong Passwords check box is selected.

This check box is available only if the Unified Logon check box is cleared, and the Require all Users to Enter a Password and User Defined Passwords Must be of a Minimum Length check boxes are selected.

 

Force Password Change after a Set Number of Days

Select this check box to require all users to change their password after the number of days defined in the Days field has elapsed. Clear this check box if you do not require all users to change their password.

This check box is available only if the Unified Logon check box is cleared and the Require all Users to Enter a Password check box is selected.

 

Days

Type the number of days before users need to change their password. The value in this field must be greater than 0.

This field is available only if the Unified Logon check box is cleared and the Require all Users to Enter a Password and Force Password Change after a Set Number of Days check boxes are selected.

 

Lock Out User after a Set Number of Invalid Logon Attempts

Select this check box to lock out a user after a set number of invalid attempts are made to log on to the software. The number of attempts is defined in the Attempts field. Clear this check box if you do not want to lock out a user after a set number of invalid attempts are made to log on.

This check box is available only if the Unified Logon check box is cleared and the Require all Users to Enter a Password check box is selected.

 

Attempts

Type the number of attempts that can be made before locking users out of the software. The value in this field must be greater than 0.

This field is available only if the Unified Logon check box is cleared and the Require all Users to Enter a Password and the Lock Out User after a Set Number of Invalid Logon Attempts check boxes are selected.

 

Unlock User after a Set Number of Minutes Elapse from the Last Invalid Logon

Select this check box to unlock users after a specified number of minutes, if they have been locked out as a result of surpassing the number of attempts to log on. Clear this check box to require that all locked accounts be manually unlocked by clearing the User Account Locked check box in User Maintenance.

Note Expired user accounts must be reactivated in User Maintenance and are not affected by this field.

This check box is available only if the Unified Logon check box is cleared and the Require all Users to Enter a Password and Lock Out User after a Set Number of Invalid Logon Attempts check boxes are selected.

 

Minutes

Type the number of minutes an account remains locked after too many invalid log on attempts. The value in this field must be greater than 0.

This field is available only if the Unified Logon check box is cleared, the Require all Users to Enter a Password and Unlock User after a Set Number of Minutes Elapse from the Last Invalid Logon check boxes are selected.

 

Enable ODBC Security within Role Maintenance

Select this check box to enable ODBC security. Clear this check box to disable ODBC security. When this check box is selected, the ODBC security Tree View appears on the Role Maintenance ODBC Security tab.

Note This field is not available for Sage 100 Premium.

 

Enable Native SData Provider and Access within Role Maintenance

Select this check box to enable the Native SData Provider and access the SData Security tab in Role Maintenance. Clear this check box to deny all requests from the Native SData Provider and hide the SData Security tab. When this check box is selected, the SData security Tree View appears on the SData Security tab.

 

User ID

Enter the user ID for your eInvoicing account. Your user ID is provided by Paya

For more information, see eInvoicing.

This field is available after clicking the Edit button if you purchased Sage 100 through a subscription plan.

 

API Key

Enter the API key for your eInvoicing account. Your API key is provided by Paya.

For more information, see eInvoicing.

This field is available after clicking the Edit button if you purchased Sage 100 through a subscription plan.

2. Modules

 

Installation Path

This field displays the path where the software is installed and can only be viewed.

 

Number of Registered User Licenses

This field displays the total number of registered user licenses and can only be viewed.

 

Available User Licenses

This field displays the total number of user licenses available and can only be viewed. This is the total number of registered user licenses minus the total number of licenses currently in use.

 

Number of Registered External Seats

This field displays the total number of registered external seats and can only be viewed.

 

Available External Seats

This field displays the total number of external seats available and can only be viewed. This is the total number of external seats minus the total number of external seats used.

 

Number of Registered Named Users

This field displays the total number of registered named users and can only be viewed.

 

Available Named Users

This field displays the total number of named users available and can only be viewed. This is the total number of registered named users minus the total number of named users used.

 

Payroll Subscription Expiration

This field displays the date that your current Payroll subscription expires and can only be viewed. When your subscription expires, you will not be able to access Payroll tasks. To renew your subscription, please contact Sage.

 

Employee Payroll Tier

This field displays the maximum number of unique employees for whom you can process payroll in a calendar month. If the number of unique employees paid in a calendar month exceeds this number, you will receive a message when you run Payroll Tax Calculation, and you will get a one-time grace period of 45 days beyond which you will not be able to process payroll. To increase your tier, please contact Sage.

 

Installed Modules List Box

This field displays the installed modules for the selected company and can only be viewed.

 

3. Registration

 

Country

Enter the country of the company's mailing address, or click the Lookup button to list all countries. This should be the same country that is on file with Sage for the registered owner.

 

Address

Type the address of the company's mailing address. This should be the same address that is on file with Sage for the registered owner. Up to three address lines can be entered.

 

City

Type the city of the company's mailing address. This should be the same city that is on file with Sage for the registered owner.

 

State/Province

Type the state or province of the company's mailing address. This should be the same state or province that is on file with Sage for the registered owner.

 

ZIP/Postal Code

Enter the ZIP or postal code of the company's mailing address, or click the Lookup button to list all ZIP or postal codes. This should be the same ZIP or postal code that is on file with Sage for the registered owner.

This ZIP Code is used by Sage Bank Feeds to determine which banks are included in the Popular Banks list, but you can search for other banks. You must enter a ZIP Code in this field before connecting a Sage 100 bank to Sage Bank Feeds.

 

E-mail

Type the company's e-mail address. This should be the same e-mail address that is on file with Sage for the registered owner.

 

Fax

Type the company's fax number. This should be the same fax number that is on file with Sage for the registered owner.

 

Phone

Type the company's phone number. This should be the same phone number that is on file with Sage for the registered owner.

 

Bank Feeds E-mail

This field displays the email address used for Sage Bank Feeds, and it can only be viewed. This email address is used if we need to contact you regarding Sage Bank Feeds.

If you need to change the email address, you must contact Sage Customer Support. After contacting Support, you can click Bank Feeds Refresh to enter the new email address, and it will appear in this field as a reminder of which email address is used.

 

Business Partner

Type the name of the Sage business partner. This should be the same business partner name that is on file with Sage for the registered owner. This field is available only if you click the Edit button.

 

Serial Number

Type the serial number. This should be the same serial number that is on file with Sage for the registered owner. This field is available only if you click the Edit button.

Note If your serial number includes leading zeros, make sure to enter all zeros.

 

Customer Number

Type the customer number. This should be the same customer number that is on file with Sage for the registered owner. This field is available only if you click the Edit button.

 

User Key

Type the user key. This should be the same user key that is on file with Sage for the registered owner. This field is available only if you click the Edit button.

 

Product Key

Type the product key. This should be the same product key that is on file with Sage for the registered owner. This field is available only if you click the Edit button.

Note If you do not register your software, each module includes a 45-day trial period. To run a 45-day trial version of the software, leave the Product Key field blank. 45 days after accessing a module, a product key will be required to access the software.

 

4. Preferences

 

Enable Auto-Complete

Select this check box to enable the Auto-Complete feature. If this check box is selected, when you start typing a customer name, vendor name, or item description in a customer number, vendor number, or item code field, a list of records matching your entry appears, and you can select a record from the list. The list is filtered as you continue typing. You will still be able to select a record by entering the customer number, vendor number, or item code.

Selecting this check box enables this feature for all users. You can then disable this feature on a field-by-field basis for individual users in User Maintenance. Clear this check box to disable the feature for all users.  

 

Enable Web Services

Select this check box to enable eBusiness Web Services for the system. Clear this check box to disable eBusiness Web Services. When this check box is selected, external systems are allowed to access eBusiness Web Services.

 

Enable Spell Check

Select this check box to enable the Spell Check feature for the system. Clear this check box to disable Spell Check.

 

IIS Virtual Directory Location

Type the virtual folder location defined in Internet Information Server (IIS) for the eBusiness Web Services folder, or click the Lookup Directories button to select from the list of directories. The IIS directory must be accessible by using a drive letter in the operating system.

 Example

C:\inetpub\wwwroot\maswebservice

 

Note Neither Network share names nor Web addresses can be used.

Click Configure Services to open the eBusiness Web Services configuration utility, and to allow configuration changes to each service available on the system. If the Internet Information Services (IIS) Virtual Directory location is incorrect, an error occurs when this button is selected.

 

 

Process Tax Calculation on the Server

Select this check box to process the Payroll tax calculation program on your server instead of on a workstation when someone is processing payroll. Clear this check box if you want to process the calculation on the workstation.

An internet connection is required to run the program. If you select this check box, and the server cannot reach the online tax calculation engine when a user is running Payroll Tax Calculation, the system will automatically try to run the program on the workstation instead.

The tax calculation program typically runs faster on a server than on a workstation.

This field is available only for Sage 100 Advanced and Premium.

5. ODBC

 

Enable C/S ODBC Driver

Select this check box to enable the Client/Server ODBC driver. Clear this check box to disable the driver.

 

ODBC Server Name

This field displays the path to the Sage 100 Advanced server that is running the Client/Server ODBC driver, and can only be viewed.

 

ODBC Server Port

Type the Sage 100 Advanced server port number on which the Client/Server ODBC driver is running.

 

Enable for All Users

Select this check box to enable the Client/Server ODBC driver for all users. Clear this check box to enable the driver for specific users using User Maintenance.