Installation

• Sage Intelligence must be installed as a Local Administrator
• Excel must be installed and activated prior to the Sage Intelligence installation
• Excel must be closed during installation of Sage Intelligence (also check that there are no remaining EXCEL.EXE processes listed in the Windows Task Manager-Processes tab)
• Windows User Account Control must be turned off during installation (requires a reboot after turning off U.A.C.)

Windows

• Microsoft V.S.T.O. (Visual Studio Tools for Office) runtime 2010 must be installed
• Microsoft V.S.T.O. runtime 3.0 must be installed
• Microsoft SQL Server Compact 3.5
• Microsoft .net Framework 4.5 or higher

Permissions

• All Sage Intelligence users must have Full Control level permissions to the following areas:

1. MAS90 parent directory (as is also normally required for Sage 100/MAS90)
2. The Sage Intelligence Report Repository (displayed at the Report Manager login screen and originally set during Sage Intelligence setup)
3. All folders that begin with 'BI' and located in C:\Program Files(x86 if on 64bit Windows)\Common Files\ (screenshot below reflects latest 2015 release, earlier versions may have fewer folders starting with 'BI')
4. C:\ProgramData\Sage Software\SageMASIntelligenceXX\config.ini (XX=version number) - additionally, make sure that there are no duplicates of the config.ini file or Repository folder in C:\Users\ \AppData\Local\VirtualStore
5. Registry entries at HKEY_Current_User, Software, Microsoft, Office, Excel, Addins

• As with all permissions, if a group policy or domain is in place, those settings must reflect the above requirements
• If you are running in a terminal services or Citrix environment, please see the attached document

Report Repository

• Must be set as a UNC path on a shared network drive (cannot browse through a Mapped drive to select location either)

Excel

• Make sure you are running a compatible version of Excel (Microsoft 365 Cloud is not compatible, Microsoft 365 local is compatible; 64-bit versions of Excel are compatible with Sage 100 2014 and newer only)

  • V.B.A. components must be installed in Excel (run a repair/change install of Excel from Control Panel, see screen-shots below)