Sage Intelligence Setup and Troubleshooting Guide

Set up the Repository folder on the network (Termed the "Metadata Repository" in the program interface.  This shared folder holds all report templates, reporting trees and the activation information/control file.) 

A new empty repository folder is required any time an upgrade for Sage 100 is done between versions where there were Sage Intelligence changes. That is, when upgrading Sage 100 from pre-2014 to 2015 or later, and from 2015-2024 versions to 2025 and later. If a new repository isn’t created during these transitions, then the new report templates and other associated components won’t install or be available for use in Report Manager.  When not transitioning between these versions, it's best practice to simply reuse the existing repository folder or it can also be copied in it's entirety to a new server.

The Repository path must be:

1.  Set using a UNC path.  DON'T use a mapped drive.  Find the computer name in 'This PC' properties when setting up on your own machine for testing. KB 224924550061593 Sage 100 Intelligence environmental requirements.
2. Entered after running Sage 100 as administrator.  Right-click Sage 100 and run as admin. KB 224924650067905 Unable to save repository path.
3. Fully share the Repository for everyone accessing it.  Include minimum read/write permissions. KB 224924550061593 Sage 100 Intelligence environmental requirements.
4.  When setting an existing repository on a new workstation, set the path to a folder which contains the Templates folder.  Don't map the Repository to the Templates folder itself. 

 TIP: Enter the keys carefully.  Ensure there are no extra spaces when entering activation keys.  This product doesn’t limit the account/serial key fields to the correct size automatically.  It's designed to work with multiple serial number styles and lengths. 

1. This article includes details of different activation key styles and a screenshot example of how license counts display.  KB 222924550020026 How to register Sage Intelligence product.
2. KB 222924850024816 How to remove a workstation license for Sage 100 Intelligence.
3. The most common activation calls are regarding activation keys incorrectly entered, license counts, or this error:  KB 224924450059453 Error: "The download file (PLDONGLE.DLL) isn’t the expected size. The download has been aborted. Please check that your internet connection is functioning correctly. Error is generated from the server".  This article discusses firewall settings to allow successful activation via an Internet connection.
4. Keys either use an old Vantive account ID and activation key style, or the current 4000xxxxxx account number and newer/longer activation key.
5. Depending on which licenses the customer owns, the license count populates in different fields within License Manager.
6. If there are genuine issues with the activation keys (other than unlocking the correct number of users, etc.), then submit a request via the Sales Admin Smartsheet.  Make the request to correct the activation server details.
7. Report Manager and Report Viewer are the main interface that users will run and manage reports from.  They’re both workstation licenses and attach to the workstation computer name.  SI Designer and SI Connector are both site licenses and either unlock for the whole network or not, according to keys (hence don’t show a user count on customer license listing).  You must have an SI Designer license for the main Financial Designer functions.  You must have an SI Connector license for consolidated multi-company financial reports or linking to external data.

All Sage Intelligence users must have 'Full Control' level permissions for the following areas:

1. MAS90 parent directory (as is required for Sage 100/MAS90)
2. The Sage Intelligence Report Repository (displays in the Home/Properties area when Report Manager is launched.  This is set during Sage Intelligence setup.)
3. All folders that begin with “BI” (versions 2024 and older) and “SI” and reside in C:\Program Files(x86 if on 64-bit Windows)\Common Files\
4. C:\ProgramData\Sage Software\SageMASIntelligenceXX\config.ini (XX=version number).  Also, 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, Add-Ins
6. As with all permissions, if a group policy or domain is in place, those settings must reflect the above requirements