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Sage 300 Construction and Real Estate and Sage Estimating Required Windows Permissions

Created on  | Last modified on 

Summary

This article provides the permission settings for Sage 300 CRE and Sage Estimating for a new server.

Resolution

Note: Sage recommends creating a Sage Users Group in Active Directory. Don’t use the Everyone Group
 

Warning: This resolution requires advanced knowledge of your network. Contact your system administrator for assistance. Modifying Microsoft Windows security incorrectly, including local and network permissions, can severely affect system operations. Sage is not responsible for operation problems caused by incorrectly modifying your Microsoft Windows security settings.

All users, including the System account, must have full control of the following folders and registry keys.

Windows 2008 Server, Windows 2008 R2 Server, Windows Vista, Windows 7, 8, or 10

For operating systems with User Account Control (UAC), you must elevate your permissions before installing Sage 300 Construction and Real Estate or Sage Estimating. During some installation tasks, you will receive another prompt to elevate your privileges. If you do not acknowledge each prompt within two minutes, the installation process stops. If this occurs, you will see a separate prompt asking you to retry the task. To retry the task, click Retry, then elevate your privileges at the prompt.

Files and Folders:

Note: Verify full control propagated to all sub folders and files. Contact your system administrator for assistance before modifying file permissions on your servers or workstations.
The following table assumes C:\ is your system drive (the drive where Windows installed). Make substitution if necessary.

File or folder Explanation
Company data folder (Accounting) Typically, the data folder is located on server where you installed Accounting and Management Products. The customer usually selects the data folder location. The path displays in the Open Company dialog box.The default location for sample data is C:\ProgramData\Sage\Timberline Office\Data.
File Locations (Accounting) If File Locations is being used, include the locations. The locations are found under Sage Desktop > Applications > Common Tasks > File > Company Settings > File Locations.
Database and estimates (Estimating) Typically, these files are located at both the file server and the workstation where you installed Estimating Products and Registry Keys for Sage Estimating. The end user always determines the file location. The default location for sample data is C:\Users\Public\Estimating.

C:\Program Files\Timberline Office folder

C:\Program Files (x86)\Timberline Office folder

This folder is located on the file server, terminal server, and workstations where you installed Sage 300CRE. It is the default installation location for Sage 300CRE. Depending on your system configuration, your company may have renamed this folder or installed it to a different location.

C:\Program Files\Sage folder

C:\Program Files (x86)\Sage folder

This folder is located on the file server, terminal server, and workstations where you installed Sage 300CRE. It is the default installation location for Sage 300CRE. Depending on your system configuration, your company may have renamed this folder or installed it to a different location.
C:\Users\[username] folder This folder is located on the workstation or terminal server where you use Sage 300CRE. Sage 300CRE installs necessary files to this folder and requires the user has full control of it. Typically, the user has full control of this folder by default.
C:\ProgramData\Sage\ This folder is located on the server or host machine where you use Accounting and Management Products. You must share this folder. Sage 300CRE installs necessary files to this folder and requires all users have full control permissions to this folder and all of its sub folders. To view hidden folders:
  1. Open Windows Explorer.
  2. Select Organize, Folder and Search Options.
  3. On the View tab, select Show hidden files and folders.
C:\Users\Public\Estimating This folder is located wherever you use Sage Estimating. Sage Estimating installs necessary files to this folder and requires that all users have full control of this folder and all of its sub folders.
Aatrix install directories These folders are located locally on each workstation at C:\Program Files (x86)\Aatrix Software and at C:\ProgramData\Aatrix Software The user must have full control of these folders to have the ability to run and update Aatrix reporting. See How do I verify users' Permissions for Aatrix files? for more information on Aatrix permissions.
Pervasive install directories All Sage 300CRE operators need full control of the Pervasive install directory on the file server, terminal server, and any workstation that uses Sage 300CRE. Pervasive installs to C:\Program Files\Pervasive Software and C:\Program Files (x86)\Pervasive Software by default on the file server, terminal server, and workstations. Additional files are installed to C:\ProgramData\Pervasive Software and users must also have access and full control to these files.

Actian install directories
(16.1 and later)
*Actian is the new name for Pervasive

All Sage 300CRE operators need full control of the Actian install directory on the file server, terminal server, and any workstation that uses Sage 300CRE. Actian installs to C:\Program Files\Actian, C:\Program Files (x86)\Actian and C:\ProgramData\Actian

Registry Keys:
Note: Verify Sage Timberline Office operators have full control of the following Windows registry keys on the file server and on any workstations or terminal servers. Propagate full control to all subkeys. Contact a system administrator for assistance before any modification of Windows Registry permissions.

  • HKEY_Current_User
  • HKEY_Local_Machine\Software\Timberline
  • HKEY_Local_Machine\Software\Wow6432Node\Timberline
  • HKEY_Local_Machine\Software\Pervasive Software
  • HKEY_Local_Machine\Software\Wow6432Node\Pervasive Software
  • HKEY_Local_Machine\Software\ODBC
  • HKEY_Local_Machine\Software\Wow6432Node\ODBC
  • HKEY_Local_Machine\Software\Sage
  • HKEY_Local_Machine\Software\Wow6432Node\Sage
  • HKEY_CLASSES_ROOT\CLSID\{C2F03A33-21F5-47FA-B4BB-156362A2F239}
  • HKEY_LOCAL_MACHINE\Software\Classes\AppID\{316CDED5-E4AE-4B15-9113-7055D84DCC97}

Note: Although Pervasive Software's name changed to Actian starting with Sage 300 Construction version 16.1, registry key names remain Pervasive Software.

Sharing Permissions

See the Related Articles for information on determining permissions on files, file folders, registry keys, and Document Management.

 

If you believe there are corrupted permissions (Change this on the file structure and not the share):

  1. Open File Explorer and browse to the file location.
  2. Right click the file or folder and select Properties.
  3. Go to the Security tab.
  4. Click Advanced.
  5. Click Change next to the Owner.
  6. Click Advanced.
  7. Click Find Now and select the correct account.
  8. Click OK twice.
  9. Check the box for Replace owner on subcontainers and objects.
  10. Click Apply.
  11. Click OK to Windows Security message.
  12. Click OK to close Advanced Security.
  13. Click OK to close Properties.


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Related Solutions

What Sage 300 Construction and Real Estate and Sage Estimating files and folders should I exclude from my antivirus software scan?
How do I determine what the permissions are for a registry key?
How do I determine what the permissions are for a file or folder?
What are the antivirus exclusions and permission areas for Document Management?
Error: "Pervasive Status Code 94." (incorrect Pervasive settings in Windows Registry)
Error: "Data folder open validation error: I/O Error. Pervasive/Actian status code 94. The application encountered a permission error. Data files require user and system permissions."