Upgrading or reinstalling Sage Intelligence

Important Notes:

• Only Sage 100 Intelligence (SI) reports created in the same or lower version of Sage 100 Intelligence can be imported. Examples:
  • Reports created in 2014 version will not generate correctly if imported into SI 5.0, 4.50 or 4.40 versions
  • Reports created in 4.50 version will import into 4.50, 2013 and 2014 versions.
  • SI reports created in Premium (SQL) version are not compatible with Non-SQL SI versions and visa-versa.

• A NEW/separate report repository (share folder) must be created for EACH Sage Intelligence version.

• The compatible Sage 100 ERP version must be installed. Examples: (SI=Sage 100 Intelligence)
  • SI 2014 = Sage 100 ERP 2014 **SI 2014 is automatically installed with Workstation Setup installation
  • SI 2014 Premium = Sage 100 ERP Premium 2014
  • SI 5.0 = Sage 100 ERP 2013
  • SI 5.0 SQL = Sage 100 ERP Premium 2013
  • SI 4.50 = Sage MAS 90/200 4.50
  • SI 4.50 SQL = Sage MAS 200 SQL 4.50
  • SI 1.00.0177 = Sage MAS 90/200 4.40

• If you are importing Report Designer Add-in (RDA) reports created in SI 2014 or lower into Sage 100 2015 or higher AND (choose applicable scenario below):
  • Sage 100 Intelligence 2014 or lower HAS NOT been installed on the workstation before you must install the Report Designer Add-in program, see related article Download Sage 100 ERP Intelligence Report Designer Add-In v1.0 The reason you must do this is because the older RDA 1.0 Excel add-in does not exist.
  • Sage 100 Intelligence 2014 or lower HAS been installed on the workstation you will need to manually load the Excel add-in by doing the following:

    1. Open Excel

    2. Go to File –>Options –> Add-ins and with “Excel Add-ins” selected (toward bottom left) click GO

    3. Select Browse button and navigate C:\Program Files (x86)\Common Files\BIExcelFunctions\32bit\ and select the “Sage.BI.ExcelFunctions.xll” file to load Report Designer Add-in 1.0.0

When upgrading Sage Intelligence (SI) versions you must first Export any applicable reports out of old SI installation then Import into new SI installation. See Important Notes below.

To Import Reports:

1. Right-click on the Home object in the Object window and select Import Report or on the toolbar menu click on Tools and select Import Report.
2. Select the report to be imported (with the .al_ extension) and click Open
3. In the Import Report window, select the Target Connection (Connector).
4. Note: The most commonly used connection is the Sage MAS (Auto Connect). If importing a Consolidated type of report or want the report to be a consolidated type of report, choose Sage MAS Consolidation from the Target Connection drop down list.
   • Note: In order to generate a consolidated type of report, you must own the Sage 100 Intelligence Connector module.
5. Select the Report Destination (the folder) from drop down list.
6. Click Import
7. Click OK
8. On the toolbar menu click Action and select Refresh

To Export Reports:

1. Right-click on the report name and select Export Report or highlight the report and select Export Report from the Tools menu
2. In the Save Export File As window, select the desired location and enter file name if needed
3. Click Save
4. Click OK to the message "Export Succeeded. To import this report..."

Notes:

• If you use Reporting Trees, please see related article below, Reporting Trees are missing after upgrading Sage Intelligence
• If you use Distribution Instructions, please see related article below, Distribution Instructions are missing after upgrading Sage 100 Intelligence